Abstract
Insider researchers are often construed as having an easy time in the field, with their stay in fieldwork sites less demanding than their outsider counterparts. In some ways, this is true, with less efforts to know the place, its people and history, and master the idioms of everyday life. But being an insider researcher could prove challenging in a place that ascribes a particular salience to a specific identity like ‘balikbayan’, a Filipino word for a native who has either lived or worked abroad for a number of years and returns home for a visit. Based on an empirical ethnographic study of a fishing community in the Philippines, I argue that insider researchers in developing economies like the Philippines are faced with more challenges pertaining to their newly acquired status identity as returning natives in the context of their ability to be mobile and jump scales – from local to national and global – and the economic and symbolic appurtenances, among many, attached to it. Thus, in the context of their status identity, insider researchers’ social reproduction in the field must be attended to in order to further understand the ways in which informants make sense of their place in the world and agency over the conduct of and their involvement in research of homecoming native researchers.
Introduction
Some years prior to my taking-up postgraduate studies at Cardiff University I had a dinner-date with a friend from my hometown in the Philippines. She was working as a domestic helper in the Middle East and came back for a month-long vacation. She was telling me how her life had changed since she left home for a job overseas. Her observation sounded all too familiar to me, having heard it from countless friends who had the fortune (or misfortune, depending on one’s ideological stand) to work abroad. The change in her life she was referring to pertains to her economic and social status in the community. ‘Balikbayan’ (balik = return, bayan = home/country), a Filipino word for someone who has lived or worked overseas and returns home for a visit (Guevarra, 2006; see also Coloma, 2008), have some of the biggest and most comfortable houses in our town (and in most Philippine rural communities as well). They exude cosmopolitanism (see e.g. Sampson [2003] for her analysis of Filipino seafarers) and also command respect and awe in their communities by virtue of their generosity in supporting town activities like the one documented by Cruz-Lucero (2006) in Southern Philippines. Several years after that encounter, having studied and lived in the UK for three years, I would experience the same thing, yet in a much more conflicted and complicated situation: I returned home not for a vacation but to do research.
In this article, I explain how my status as a ‘balikbayan’ researcher contributes to and underpins the production of my multiple identities in the field. Subscribing to the belief that ‘the researcher carries embodied distinctions, for example of gender, race, ethnicity, dis/ability, and class, all of which are constitutive elements in the research process’ (Woodward, 2008: 537), this article explores the epistemic salience that being a ‘balikbayan’ researcher brings to research experience and its bearing on the reproduction of identity in the field. Here, it is the emplacement of the Philippines in the circuit of global labor that bestows returning natives with a conflicted epistemic salience in the field. In general, this article adds up to the robust literature on the politics and methodological complexities of insider research (Aguilar, 1981; Henry, 2003; Jackson A, 1987; Jackson AY, 2008; Labaree, 2002; Mannay, 2010; Mercer, 2007; Merton, 1972; Messerschmidt, 1981; Narayan, 1993; Wolf, 1996). A caveat should be mentioned here, though. This article is not specifically designed to focus on epistemological issues concerning insider research per se; a separate paper written for the said purpose addresses this concern (Turgo, 2012). Having said that, the article contributes to the critique and extrapolation of the agency of research participants in ‘interpellating’ the presence of researchers in the field (Ganga and Scott, 2006; Jordan, 2006; Joseph, 1996; Soni-Sinha, 2008; Venkatesh, 2002). It points to how, as Jacobs-Huey explains, ‘research participants affect the people and places to which ethnographers have access during fieldwork, thus influencing their research in substantial ways’ (2002: 793). This article also reiterates Guevarra’s observation that ‘whereas [the] existing body of literature on ethnic insider research problematized the notion of ready-made membership in the field and illustrated the vulnerable positions that researchers occupy, what remain undertheorized are the ways such vulnerability plays out within the context of place and location’ (2006: 531). Furthering the argument made by Guevarra (2006), while places are conceived in specific geographical forms, places are shaped by the overlapping influence of scales. Scales, this article suggests, determine the terrain of engagement in the field between the researcher and the researched, shape the micro politics of doing research at home, and the production and reproduction of identities of researchers doing insider research.
Following the introduction, I talk about the research context of the article and how the notion of being a ‘balikbayan’ in the Philippines is a fraught identity, both cultural and political, being as it were embedded in the country’s protracted labor exporting history and its diasporic imaginary. I also take up scales and how this concept is deployed in the article. It is followed afterwards by my experience in the field. Here, I provide an ‘inventory’ of how people in the field constructed my identity. Thereafter, I discuss this orgy of identity construction in relation to how global, national and local scales play an important part in framing the construction of one’s identity. For the conclusion, I summarize the major arguments set forth in the article, which underscores the importance of a nuanced and critical understanding of how informants impinge on the conduct of research in the field, and how places and scales play a role on the dynamics of insider research. Here, I also discuss some practical problems that such construction brought to my research.
On being a ‘balikbayan’
This article came out of a PhD thesis (see Turgo, 2010) about the everyday life of a fishing community in the Philippines in the context of a localized fisheries crisis. The thesis explored how power, gender and economic relations in the community were impacted by global processes and how these relations remained local and yet continued to be shaped and reshaped by extra-local forces unfolding beyond the community’s immediate environs. I came to Banaag (not the real name of the fishing community) in July 2008 and left in January the following year. My family has lived continuously in an area not far from the fishing community for the past 40 years. My father was a fisherman and my mother and older brother still live in the area. I left the community when I was 16 for my university education in Manila and since then would visit the place on a regular basis for the next intervening years until I left for the UK in 2006 to do postgraduate work. Many of my family’s relatives and friends are from the fishing community.
The Philippines are considered to be the world’s third largest ‘labor brokerage states’ (Rodriguez, 2010) after China and India (see also Kobayashi, 2009). The Philippines started exporting labor in the 1970s, coinciding with the oil and construction boom in the Middle East (Aguilar, 1996; Kobayashi, 2009). Since then, successive Philippine governments have promoted, if not made it an official government policy, to export Philippine labor to the rest of the world (Parrenas, 2001). In 2006, annual overseas deployment of workers passed the one million mark and foreign remittances outpaced official development assistance and foreign direct investment flows combined (Jimenez, 2010). Estimates have it that, in 2009, 10 per cent of its 90 million population work abroad (Kobayashi, 2009). The biggest number of foreign workers in Hong Kong and Singapore are Filipinos and there are some 250,000 Filipino seafarers – the Philippines being by far the most important single source of seafarers in the world (Sampson and Schroeder, 2006). Bangko Sentral ng Pilipinas, the Philippine central bank, reported that, between 2000 and 2008, the country’s remittance receipts rose by more than two-fold, from $6.1 billion to $16.4 billion, and that these transfers in 2008 were ranked by the World Bank to have been the fourth largest in the world (Alba and Sugui, 2009). In 2010, the total payment of Filipino overseas contract workers was $18.76 billion (Remo, 2011).
Returning home for a six-month visit for my fieldwork, I had never conceived myself to be a ‘balikbayan’. I know the implications of being one. In a Philippine context, there is a surfeit of meaning attributed to it. It is not just about someone going home after some years of working or living overseas either as a domestic helper or a skilled worker earning his/her keep in some global cities of the world (Constable, 1997; Groves and Chang, 1999; Lan, 2003; Parrenas, 2001; Tadiar, 1993, 2003, 2010). Among others, being a ‘balikbayan’ bestows both prestige and obligation to the person acquiring this subject position (see e.g. Coloma, 2008; Guevarra, 2006). Being able to experience a different culture, a ‘balikbayan’ is looked up to as a possessor of social, economic and cultural capital (Bourdieu, 1986, 1989). To be a ‘balikbayan’ is to possess a ‘status identity’ (Beouku-Betts, 1994). He has ‘seen’ the world and therefore is well positioned to judge things and explain everyday events in a more sophisticated manner than the person who has not left the confines of his community. Aside from that, having had the opportunity to foster contact with other people from other places, he/she could act as a bridge or a middle person in securing assistance from someone for someone or in most cases, job opportunities somewhere. Finally, being able to earn more money than could be had in the Philippines, a ‘balikbayan’ is viewed as a reservoir of bottomless resources, a veritable giver of goods, and in most cases, of money (Acejo, 2009). This is not unexpected since Filipinos with family members or relatives working overseas enjoy a higher standard of living. In their study of Filipino households, Semyonov and Gorodzeisky found out that ‘in comparison to households with no overseas workers, the net increment among households with either husband or wife working overseas is over 13,000 pesos per month, and the net increment among families in which both parents are overseas contract workers is over 43,000 pesos per month’ (2004: 19). 1
I went to the field mindful of and exercising what Guevarra calls ‘balikbayan’ consciousness, which refers to a kind of ‘situated knowledge stemming from a position of privilege and produced in the process of examining one’s diasporic location and the struggles of returning and being “home” in a particular community as an outsider-within’ (2006: 527–8). While I did not totally reject my ‘balikbayan’ status, since I thought it to be a ‘methodological capital’ (Sin, 2007), I downplayed my years of stay in the UK in conversations and focused instead on my years spent in the community. It was my tactic to further my reintegration into the community and, at the same time, for me to feel ‘genuinely’ that I was really one of them. However, there was no escaping from my status identity. People would often refer to me as ‘si Boyet na “balikbayan”’ (Boyet the ‘balikbayan’); and there was much to be gained as a ‘balikbayan’. I enjoyed the esteem of my informants. Access to people was relatively easy, as has been experienced by Coloma (2008), Guevarra (2006), Guieb (2009) and Mangahas (2000) when they too returned to the Philippines to do research for their PhD theses. But I was never prepared for the many ways in which my being a ‘balikbayan’ had been actively reconstructed, interpreted and given a particular twist and turn by the people I interacted with. Speaking about her fieldwork in the Philippines, Guevarra spoke about how employment agencies tried to construct her as their ally, ‘their liaison to a public that has scrutinized their business practices’ (2006: 527). According to her, while her being a ‘balikbayan’ presented a host of opportunities, her subject position also presented significant problems. Her being a ‘supposed’ ally of employment agencies ‘challenged her intellectual pursuits, political commitments, notions of responsibilities to participants (labor brokers) and implicated actors (workers) in the project’ (2006: 527). In many fronts, Guevarra’s (2006) experience echoes mine. My being a ‘balikbayan’, though it opened doors, also highlighted my shifty, tenuous and conflicted membership in the community. It revealed that while I was insistently going ‘local’, the people around me were constructing my identity, which was going beyond my desired scale of living. They were rescaling my life in relation to their wants and needs. For many of my informants, I had the power to jump scales. I will talk more about this in the latter part of this article.
Early on, my mother had signaled the epistemic mine I was treading on in my research when she mentioned that people in Banaag would always see me as a ‘balikbayan’. That observation made me laugh since I was not a ‘balikbayan’. I was just an ordinary guy returning home for a visit, for some research work – a purely academic exercise. I was not a ‘balikbayan’ in the way it had been understood in the community and in the Philippines at large. I had never worked in the UK. I was never the familiar and ‘idealized’ ‘balikbayan’ who worked for some years overseas (and for others, acquiring a foreign citizenship) and went home with bulging wallet and luxury goods. I went to the UK to study and not to work. I always believed, rather naively, that people in the community would see me as I saw myself: a returning native student, not very much unlike an ordinary local student who has returned home after spending some years studying in Manila. But, as I soon discovered, I had no control over my epistemic production and reproduction in the field. As much as I explained, mirroring the experience of Guevarra (2006), people were at a loss as to how I could be able to spend some six months with them without visible source of financial resource to pay for my needs. Where would I get my money to support my stay in the community? Who was funding my ‘vacation’? All these questions furthered the belief of many people in Banaag that I was really doing well financially to be able to live with them without earning money at all. I was indeed a ‘balikbayan’, through and through. In this charade of perception and misconception, my disavowal of and my informants’ insistence on the truthfulness of my status identity in a way positioned me ‘to occupy that in-between space of ambiguity, hybridity, fluidity’ (Henry, 2003).
The scales of our lives
When I say scales, I speak of the global, national and local spatialization of living; although there would be other scales available, such as regional, with the emergence, in the international level, of regional economic and political organizations (such as the EU, APEC, ASEAN, etc.), which clearly have an effect on how decisions are made on the global and national levels by nation-states. When I refer to global, national and local scales, I do not offer the view that there are ontological arenas of life that could be fixed as global, national and local. All these scales intermingle with one another and do not exist in a particular locale or clearly bounded territory. Scales could inhabit one space and a person’s social praxis all at the same time. In a highly global environment, such as global futures trading, for example, people tend to forget that transactions take place in a particular location and are participated in by particular people following local logics and rationalities (Boden, 2003), and abiding national regulations. All sociospatial practices and social relationships are intertwined with varying scales of living.
The problematic of scale, observed by Herod and Wright, is made more pronounced in recent times:
largely in response to the tremendous transformations that our world has been experiencing – deindustrialization, the growth of international capital flow, the rise of global communications systems, and easier transportation between places, to name just a few – and the feeling that something new is happening to the way in which social life is scaled. (2002: 4)
Scales, following Jones’ (1998) assertion, are an epistemological category, a representational trope, a way of framing political-spatiality that in turn has material effects (see also Cox, 1998). The production of scale is a highly dynamic process through which power relationships become spatialized: scales are not things, but historical processes manifest in space (Mansfield, 2001: 1809). Scales are ‘socially produced and continually transformed by the imperatives of capitalism, and the resulting struggles and conflicts’ (Amin, 2002: 386). They are historically specific and subject to change, not simply in terms of concepts such as ‘globalization’ and the technologies and material that produce it, but in terms of the very concept of scale itself (Jones, 1998: 26–7). Being transformed, therefore, by historical forces, ‘spatial scales are never fixed, but are perpetually redefined, contested, and restructured in terms of their extent, content, relative importance and interrelations’ (Swyngedouw, 1997: 141).
Though Filipino workers have their own share of woes in their adopted countries of work (Aguilar, 1996; Constable, 1997; Groves and Chang, 1999; Lan, 2003; Lindio-McGovern, 2003; Parrenas, 2001; Tacoli, 1996), to be a ‘balikbayan’ is to be fortunate enough to transcend the constraints being imposed by one’s scalar position (primarily local and national). In today’s climate of hypermobility (Sheller and Urry, 2006), mobility is not really every Filipino’s prerogative. While a few (the Filipino elites) hop in from one location to another, others are chained to places. The relative mobility of workers (vis a vis the frenetic movement of soft capital) in today’s world could well explain to us the importance of being mobile in the world, especially in developing economies where as mentioned, one of the most-tested ways to move out of poverty is to find employment in the western world (see also Gardner, 2001). Thus, to be globally mobile compared to others who are nation-bound and locally circumscribed is a feat among developing economy dwellers, indeed. It is in this context that while the world is mired in the illusion of the global mobility of subjects, just like any developing economies’ dwellers, countless Filipinos are barred from leaving the Philippines, both for recreation and work purposes. While borders are, these days, deemed to be porous (Bhagwati, 2004; Ohmae, 2000), it is not the case in many countries of the world. Nation-states are still very much active in regulating their citizens’ movements and, thus, the salience in acknowledging the power of the national scale in terms of the im/mobility of people (Cox, 1997; Gilpin, 2000; Herod, 2009; Newman, 2006; Yeung, 1998). Being a Filipino limits one’s travel destinations. Unlike some citizens of the western world, Filipinos cannot just get on an airplane and embark on a journey. Filipinos need a visa to visit most countries of the world. On the other hand, the Philippine nation-state’s support to Filipinos wanting to work overseas (as a means to limit the rate of unemployment in the country and a source of foreign exchange) makes it convenient for Filipinos to seek employment overseas. There are dedicated government agencies that look after the welfare of Filipino overseas workers like the Philippine Overseas Employment Administration (POEA). Furthermore, successive Philippine governments’ campaign to valorize the contribution of Filipino workers overseas to the country’s financial wealth results in the local perception that to work overseas is to enjoy financial wealth and unrivalled social and cultural capital (Bourdieu, 1986, 1989). Nevertheless, not all are given the chance to work overseas. Though an estimated nine million Filipinos work overseas, many more despair to leave the country. Recent global developments have made it tougher for Filipinos to seek employment overseas. Indonesia, India and other Eastern European countries (in the case of the seafaring industry) are making it tough for Philippine workers to find employment overseas (McIndoe, 2008). Thus, in these interestingly difficult times, to work overseas has assumed an even more important symbolic and empirical undertone among Filipinos. To be a ‘balikbayan’ is to partake of the infinite opportunities that the global scale provides (and the wisdom that it imbues to whoever be a part of it); it is to have the ability to penetrate the borders of other worlds; and to enjoy the support and praise of the Philippine nation-state and, at the same time, to be able to transcend the limiting and limited imaginings and material resources of the national and local scales. It is the fusion of global, national and local discourses – oftentimes contradictory and sometimes univocal – that permeates the very narrative of how it is to be a ‘balikbayan’ in the Philippines and in my case, a ‘balikbayan’ researcher doing fieldwork at home.
Being a ‘balikbayan’ researcher in the field
I went to the field as an insider researcher, which means I shared in some degrees a similar cultural, linguistic, ethnic, national and religious heritage (Ganga and Scott, 2006: 2) with the people that I interacted with in the place that I studied. Insider researchers are generally believed to have a better and easier access to informants in the field (see e.g. Abu-Lughod, 1986; Chiener, 2002; Hsiung, 1996; Simmons, 2007). While this true to a certain extent, being an insider also poses a number of methodological challenges concerning identity construction made particularly salient with my being a ‘balikbayan’ researcher. As mentioned earlier, a more detailed consideration of how insider research could be problematized as a research identity in the field is addressed in my separate article (Turgo, 2012). My focus here is how my being a ‘balikbayan’ researcher underpins the nature of my identity construction in the field and how scales figure out in the process.
There has been an interest of late in how people being studied actively construct the identity of researchers in the field and, in the process, contribute to the shaping of the thrusts and objectives of research projects. In these studies, researchers realize, to their surprise, that they are always under scrutiny and endless speculation by the people they are studying. As researchers make sense of their identities in the field, they find out that they inherently occupy tenuous positions because of the power participants possess in defining their access and participation in their communities. That is, participants are not simply passive recipients of a researcher’s claim of authority and intellectual agenda, but are active agents who can redefine the contours of the research, outline and restrict the researcher’s role, or even steer the project in a different direction (Guevarra, 2006: 527). There are simply myriad ways to think about who the researcher is and what he/she is doing in the field. This is because, as Narayan (1993) contends, one’s positionality stems from threads of culturally entangled identity, where a person may have many strands of identification available, strands that may be tugged into the open or stuffed out of sight. Researcher positionality is not a fixed status but one that continuously shifts, dependent on the positioning of the other research participants (Dickinson, 2010: 118). Thus, while researchers speculate on the lives of the ones they are studying, the latter ‘talk back’ by constructing their identities in different ways. This is the case in any fieldwork setting, since, as Coffey explains:
[f]ieldwork involves the enactment of social roles and relationships . . . A field, a people and a self are crafted through personal engagements and interactions among and between researcher and researched. This negotiation or crafting of ethnographic self-hood in the process of fieldwork can be thought of as an establishment of a field identity or a field role. (1999: 23)
Regardless of how researchers present themselves, participants interpret them as human beings in ways that make sense in their lives and in a manner that is not necessarily predictable (Guevarra, 2006: 529). Some good examples regarding the active agency of research participants fashioning the identity of researchers according to their own will including: Abu-Lughod (1986) as a dutiful daughter; Briggs (1970) as a prodigal daughter; Fournillier (2009) as the ‘American girl’ and the resident cleaner; Jordan (2006) as a student and a negative agent; Kuehnast (2000) as somebody who could open doors to the presumed riches of the West; Morales (1989) as a drug trafficker, a foreigner and a stranger; Shore (1999) as associate member of an Italian family; Venkatesh (2002) as a drug dealer and an ‘Arab’ child molester; among others. Effects on research of identity construction are well documented. For example, Palmer (2006), in his study of the socialization of Korean American students, changed his methodology in the field and in the process:
altered [his] role from one who knows what is best for the students to one who wanted to learn as much from the students as possible . . . [He] came to view the participants as active agents who were capable of interpreting, negotiating, and managing their own lives. (Palmer, 2006: 485)
The task of negotiating one’s identity is further complicated by the fact that participants may attribute certain identities and roles to researchers for strategic purposes (Jacobs-Huey, 2002: 793). Jacobs-Huey (2002) mentions the case of Williams (1996) who had to constantly negotiate her membership to two communities that unfortunately were suspicious of each other. While the first prohibits her from mingling with the people of the second because of their dubious class status, the second was also critical of her closeness to the first, which they saw as an opportunistic lot. In what will follow, I will recount the numerous ways in which my identity as a ‘balikbayan’ was reconstructed by informants in the field for strategic purposes. In conjunction, I will try to contextualize, if rather sketchily, their identity construction of me, to highlight my informants’ engagement with their social world.
This article argues that an understanding of how scales contribute to the subjectification and multiplication of researchers’ identity is imperative for us to understand better the complexities of doing (insider) research in today’s world. While ontologically, scales are invisible, epistemologically, they affect our dealings in the field. Researchers, unavoidably, due to their scalar positioning and, what Bordieu calls, ‘scholastic point of view’ (Reed-Danahay, 2005), bring to the field a particular experiencing of life that could be deemed as encompassing all scales. They inhabit all scales and mindfully so. They are conscious of their ability to jump scales, being knowledge workers (Brown and Lauder, 2006; Brown et al., 2002) and make use of their scale-consciousness to advance their standing in their field (here, I’m using field in Bourdieu’s sense). But not all have the privileges and abilities of researchers – primarily university-educated researchers. Many are limited by their education, race, nationality and class, among other things, to explore life’s possibilities. Though they too are conscious that ‘other worlds’ exist beyond the confines of their own world, they cannot jump scales. They are mostly moving locally. Immobility seems to be their lot. However, that does not stop them actively reading people as scale-free and scale-jumpers, and, in most cases, this signifies a privileged life and access to resources. In their own constrained local mooring, then, they frame ‘outsiders’ presence in the scale of their own reach and what this could do to them to advance their own lot. I turn to this in the following sub-sections.
A ‘balikbayan’ working for an employment agency
Wage work in the formal economy was hard to come by in Banaag. With the educational qualifications of most people in the community low, the only venue that most of them could tap for their daily sustenance was the informal economy. Thus, most people in Banaag were into selling food on the street, tending ‘sari-sari’ stores, 2 running small canteens, doing domestic work (for women) for some affluent families in other parts of the town, performing manual labour (for men), selling fish (for both men and women), and working as bet collectors for the small town lottery. Any news about wage work in the locality, in the city or at best, abroad, was met with frenzied excitement and speculation. Everyone was on the lookout for a job and anyone who could provide one was keenly eyed. This was the prevailing economic and social condition that greeted me when I started my fieldwork. Early on in my research, I was already approached by some people in Banaag to inquire about possible jobs overseas. One good example of this is my conversation with Chito (not his real name) who was keen on finding work in the city or abroad:
I need a job here. Do you know anyone. I can do carpentry or anything.
Hmmm, let me see. Here in Banaag? As of now, I don’t know anyone who needs your services.
Not here. You can’t find anything here. I mean somewhere. Places that you’ve been, where you know people, where you have connections.
Let me see. I have to ask my friends in Manila.
Or in the UK? Overseas? You are living overseas. Surely, you know people there.
Ah, that is somewhat difficult, but let me see.
This conversation must have been repeated several times with my informants. Other were persistent that they would visit me in my place thinking that a more private conversation with me would facilitate the granting of their request. Clearly, in the community, there developed a thinking that I was well connected (in my own community, in Manila and other cities and overseas), and therefore, I could facilitate their employment somewhere. In one clear example of how well articulated their conception of me as an excellent conduit for overseas jobs, I was approached by a family friend on my way home after conducting an interview with a fisherman. He was wondering, he told me, why I could not do anything about my brother who was working as a tricycle driver. Can’t I find a job for him in the UK? It should be easy since I am already there and I should be able to find a person willing to sponsor his employment in the UK. I was surprised by the query and the perceived conception that it was very easy to land a job overseas, and in the UK, specifically. My only response was that it is not that easy and I have no knowledge whatsoever of how I could find a job in the UK for my older brother.
As recounted, there was an expectation that since I had lived overseas, specifically in the UK, I could facilitate some people’s employment somewhere. It sounded so easy for them. The complications and bureaucratic and logistical hurdles of finding work overseas seemed easy in the light of my ‘connections’ to the outside world, my global positioning as a returning overseas university researcher in the order of things.
A ‘balikbayan’ who could help their children land a scholarship
University education in the Philippines not quite unlike in other developing economies is beyond the reach of the poor (Canieso-Doronila, 1996). In Banaag, I conducted a survey that revealed that, in a population of 708 people, only eight people actually finished college. Among these college graduates, I was the only one who attended the national university and had the fortune to pursue postgraduate studies overseas. Being privileged in this aspect and having enjoyed scholarships both in my undergraduate and postgraduate years rendered me a magnet for people who were seeking scholarships for their children to pursue further education. In most interviews that I made, before a door was closed behind me, the usual last query and request was a scholarship for their children. In some amusing incidents, I was even presented to children as the one responsible for their college education (‘Pag-aaralin kayo ng Kuya Boyet sa college!’ – ‘Boyet will send you to the university!’). In one really unforgettable incident, a family of five visited our house and the mother presented to me all her children with their school report cards and boasted how her children reaped all the awards in their school’s recognition and graduation rites. I was of course happy for her children but was totally unprepared for the request that came my way. I vividly recall our exchange of words:
Education is what my children need. Just like you. You’ve seen places. Help them; help me please.
I can’t promise anything. I have to ask people for help.
Oh, you know people. You’ve been to places and know a lot.
Though I made no immediate promise, she must have been comforted by my answer that I did not know any scholarship available for her children so far but if and when I got to know one, I would inform her. This incident was repeated four times before I left and even up to the time of writing this article I continue to receive text messages from my informants inquiring about scholarships!
A ‘balikbayan’ who could be a source of financial assistance
Just like most ‘balikbayan’, I was not spared from the expectation that I had a significant financial largesse to distribute. Although I was not totally unaware of this expectation, the gravity of the situation eventually gripped me when I started doing interviews. Though I believe that other researchers had experienced the same ‘exploitation’ in the field, I feel that my being a ‘balikbayan’ aggravated the orgy of requests that came my way. Though being exploited for money by informants was not new (see e.g. Venkatesh, 2002), I also thought that aside from being a ‘balikbayan’, being a native of the place made them feel that I could be easily persuaded to lend them money. In a number of interviews, my informants would indirectly signify their intention to borrow money from me to pay for their medical needs, electric bills, business venture, house rent, tuition fees and even interest for pawned jewelry! One example of this is Perla:
I really need money.
For what?
I pawned my necklace a month ago to pay for my son’s field trip in Manila and unless I pay the accrued interest today, my necklace is as good as gone.
Oh, have you already asked your relatives? Or those who are into money lending?
Yes, and they are in need to. Everyone seems to have no money nowadays. Money lenders charge high interest rate. I hate them. Do you happen to know someone who could lend money to me. I will pay next week. My husband is in Manila and will be sending money soon.
No. I know some money lenders but you told me you hate them.
I know some people have money. They are getting their money somewhere. It pays to work and live elsewhere. Here, there is no money. Somewhere, money is not a problem.
In this exchange, I was a visible target and Perla was clearly referring to me as one of the people who were lucky to be getting their money elsewhere. My answer in this kind of ‘pagpaparandam na hihiram’ (implied intention to borrow or ask for money) was silence and I would at once shift the conversation to other topics. Some, on the other hand, would be quite forward and my usual response would be to politely decline citing my limited budget. 3
Discussion
Researcher-researched optics of relations
In the above, I enumerated the different ways in which the people in the community produced and reproduced my subjectivity in the field. They show the active agency of participants in managing their position in the equation of power between the researcher and the researched. While it is usually conceived that the balance of power tilts toward the researcher and he is, most of the time, in a position to exploit the seeming vulnerability of people in the field, this is not always the case, as the above shows. Power stands on shifty ground and to assume that participants in research are passively nodding to the advances of researchers is a gross simplification of the dynamics of field relations. In underscoring the power of informants to construct the identity of researchers in various ways, I do not aver that the latter are totally powerless. Researchers, though they could be manipulated by informants to a certain extent, are never devoid of agency. In my case, while my identity in the field was subjected to a number of speculations, I was not totally powerless. In fact, it should be said that in some ways, I was complicit with and a conscious collaborator of my informants’ construction of my numerous identities in the field. Though I did not explicitly encourage my informants to view me in different ways, I did not completely discourage them either. In fact, in some ways, I made use of their ‘misconceptions’ of my identity in the field in order to gain their favour. Though some ethical issues could be raised about this, this particular gesture was made not to exploit them. Any act of research entails the need to explore all the possibilities that the field offers, but not to the point of exposing informants to undue harm and danger. My research did not cause any harm to informants and, in the first place, who can manage the traffic of thoughts in any field setting? Thus, in recounting and highlighting the agency of my informants in the field, I was also conscious of the fact that I was also a co-constructor of my own identity by the virtue of my actions in the field. This contention reiterates Jordan’s observation that ‘both the researcher and the researched engage in a process during which data and relationships are “co-constructed”’ (2006: 170).
In recounting these subjectivities, I made it a point to contextualize my informants’ agency, even if rather short and sketchily, by explaining the milieu and context of their action. Every action or act of enacting my identity in the field came from the participants’ collective and individual experiences and understanding of issues that affect their lives; primarily, their belief in the abilities of Filipinos working overseas to be of help to their kin. As shown by Venkatesh:
how the informant interprets and represents the persona of the anthropologist (or sociologist) is revealing of the interpretive properties and resources available to the informant. That is, part of their world is presented and transmitted to the researcher via the informants’ images of the fieldworker and the research study. (2002: 106)
It is also in the context of the informants’ construction of the identities of researchers that we discover how scales affect our lives; that is, how issues like the mobility of workers in today’s world are processed, framed and interpreted by people on the ground.
The scales that (balikbayan) researchers inhabit
The notion of being a ‘balikbayan’ is a product of a three-tiered discourse that emanates from the global flows of people, its interlinking with the national support given to mobile citizens of sending countries, and the local perception and reception to it of people on the ground. With more people working overseas, global support for them has become institutionalized. There are now global agencies that look after the global flow of workers (the International Labor Organization (ILO) is one of them). Nationally, for some countries (like the Philippines), the export of workers abroad has become a de facto government policy to prop up diminishing foreign exchange and find employment for an ever-increasing population of unemployed work force (Parrenas, 2001; Tadiar, 2003, 2010; Tan, 2005). The urge to work overseas would be made more important by the Philippine national government through its programmes that highlight the contribution of overseas workers to the national economy. Thus, during the incumbency of President Corazon Aquino, mother of the current President Benigno Aquino III, Filipino overseas contract workers were hailed as ‘mga bagong bayani’ or ‘new heroes of the nation’ in recognition of their sacrifice for the country (Parrenas, 2001).
In the Philippines, as in most developing economies, as working abroad signals better opportunities and a more comfortable life for the worker, being a ‘balikbayan’ becomes a status identity, a subjectivity that commands respect, financial security and oftentimes authority in family and community affairs. With more disposable income to speak of, ‘balikbayan’ are bestowed with an aura of importance, respectability and authority that every Filipino worker covets. In a country where mobility is constrained by acute domestic poverty and the low level of prestige that the Philippines commands in the international scene, the ability to leap over national boundaries and thrive in other places is a feat indeed. The ‘balikbayan’ is an embodiment of a successful, powerful, accomplished individual, a testimony to the triumph of the (Filipino)self against all (global and national) scalar odds. Thus, being a ‘balikbayan’ is also about occupying a privileged position in and being a product of the co-mingling presences of global, national and local scales. In my case, as a ‘balikbayan’ researcher, I was privileged enough to have the capability to cross borders and jump scales. My being a ‘balikbayan’ was made doubly salient by the fact that I was also a researcher, a UK university postgraduate student, a rare privilege among peoples of developing economies, generally, and among small communities, most specifically. This rare coupling of privileged spaces and the perceived ability to go places, jump scales, as it were, makes the case for my easy target for identity speculation by field informants.
My mode of living could not be confined to the same local scale as many, if not all, of my informants did. As someone educated overseas, though still constrained by my nationality (Filipinos are almost always subjected to stringent questioning by immigration officers in airports all over the world), I had a relative freedom to move from one scale to another. Going home, I desired to inhabit the local to have a better understanding of everyday life on the ground and, at the same time, I was also connected to other scales – the global and the national. I had access to people and resources, somewhere, somehow. This my informants could only dream about. The identity of a ‘balikbayan’ researcher is implicated in the wider politics of people inhabiting the conflicted world of the diaspora and the cultural identities that are produced in the process of inhabiting different worlds/scales. It is in this context that a ‘balikbayan’ researcher could be said to be a cultural/(socio-political) identity that is:
[a] matter of ‘becoming’ as well as of ‘being’. It belongs to the future as to the past. It is not something which already exists, transcending place, time, history and culture. Cultural identities come from somewhere, have histories. (Hall, 1994: 394)
But as Hall (1994) has it, cultural identities change and are subject to the continuous play of history, culture and power. It could be that being ‘balikbayan’ as a signifier of privileged positioning in the global, national and local scales is transformed in the immediate future. As of now, though, it points to a particular power to jump scale and harness what these scales can offer. Around the identity of ‘balikbayan’, all sorts of identities could be created as long as it reinforces its status identity. Thus, I was conceived as an employment provider, a scholarship giver, and a generous source of money and goods. All these attributes emanate from the notion of a status identity that a ‘balikbayan’ subjectivity provides. Being a ‘balikbayan’ is an identity that encompasses global, national and local imaginings. The three scales provide a fertile context that suffuses ‘balikbayan’ identity with a rich array of real and imagined importance. Constructing me as an employment provider situates me within all the scales – global, national and local. As shown above, I was expected to know people who could provide them with jobs – in the UK or somewhere abroad, in Manila or some other Philippine cities and in the town or community itself. As a harbinger of opportunity, I was seen as a mobile subject in the global flows of people, moving from one national space to another and this ability of mine is enhanced by the two national spaces where I am a bona fide settler, the UK and Philippine national spaces. Thus, the local need for work by people would at last be satiated by the presence of an individual who moved in two national spaces. My mobility in this instance becomes a conduit for a privileged position and an enabling capability to create opportunities for the local people. By inhabiting a prized space in the global and national scales, I could provide assistance to the people who wallow in poverty in the local scale. My mobility – one of the salient features of a global subject – allows me to re-scale my capability, at least in the eyes of my informants. The ways in which I was constructed by the people in the field provide a sharp panorama from which the significance of the global, national and local scales on people – and the ways people make sense of them – could be gleaned.
In so many ways, my various identities in the field both helped and constrained my research. As mentioned, as a ‘balikbayan’ I was thought to be somebody that I was not. While other identities and their implications on my everyday presence in the field were manageable, others were not. Being a reliable source of ready money was an enduring challenge in the field. It came to a point when, after some days of lending money to some informants and having stood as sponsor of some children in baptismal ceremonies, I had to leave the community for a week to take a breather. Having spent some considerable amount of money in these ‘activities’, it affected me so much that one time, foreseeing that I would be put in a spotlight again in a baptismal party, I went to Manila abruptly and relayed that I could not make it and sent my older brother instead. In a number of ways, being constantly asked to lend money or buy things for other people made me at times antagonistic to and doubtful of the friendship and warmth extended by the people in Banaag. I sometimes saw myself as a prey ready for picking. It came to a point where I had to ask myself whether my stay in the community was practical and sustainable given my growing resentment at how people saw me and made use of my presence there. While I was willing to extend assistance to anyone, especially those who were in need, I felt rather strongly that I was being taken advantage of. While this could be untrue in a number of circumstances, as days went by in the field, there was a gnawing feeling inside me that the people in the community were exploiting me and that there was a reversal of role, as it were. Such power relations were clearly becoming more and more tilted toward my informants. My fear of being used (and abused) in a number of ways made me skip some interviews (when I heard that my interviewees would borrow money from me) and events where I was invited. My growing anxiety put a strain on my relations with my informants. While in the earlier period of my stay in the community I was very accommodating to my informants and careful with my words; by the latter period of my stay, I was becoming more straightforward and sometimes blunt in my answer to requests for assistance. This change in my character quite expectedly affected my data gathering since it limited my exposure in the community and at the same time drove away some prospective informants who thought of me as ‘parang hindi balikbayan’ (acting like a non-‘balikbayan’) in my refusal to give in to some requests. In these instances, clearly, as I benefitted from my subjectivity as a ‘balikbayan’, this status identity was also a liability that affected my research work. Echoing Palmer’s confession, ‘I failed to realize that my researcher role was consistently being defined and redefined by the participants, which then had a profound influence on my relationship with the participants’ (2006: 490). It is therefore important that ‘insider researchers need to be aware of the multiple factors that make up their identity, whether it is their race, ethnicity, gender, sexuality, education, socio-economic status, etc., and how his identity connects with their insider research projects’ (Palmer, 2006: 491).
Conclusion
This article discussed how doing research at home is not a ‘homey’ affair, as it were; opaque to the contingencies of fieldwork and unmoved by the agency of participants. A researcher in the field is almost always occupying a shifting position and his identity is ripe for speculation. It is this conflicted positionality of being a native researcher that draws us to the realization that almost always to do research in one’s own community is to be caught ‘in an ambiguous and conflicting situation, which provokes tensions and contradictions that keep him in constant intellectual and existential crisis’ (Kanuha, 2000: 444). This is more so for a ‘balikbayan’ researcher who has to contend with his status identity conferred on him by the political-economic condition of his country and his country’s position in the global labor trade. A ‘balikbayan’ identity provides a context-generative background from which different ways of construing the researcher’s identity could be formulated and advanced in the pursuit of a particular agenda by the people in the field. The article also points out the power that informants have over the ‘fieldwork life’ of insider researchers (see also Dickinson, 2010). It highlights the fact that native scholars ‘negotiate and experience different positionalities in the field stemming from their ethnic, linguistic, gendered, educational, and class/caste backgrounds’ (Jacobs-Huey, 2002: 799). In my case, being a ‘balikbayan’ and its attendant socio- economic distinction in the field in the eyes of my informants brought forth my experiencing of a different ‘me’ while conducting research. My participants’ conception of me depended not on what I wanted them to think about me but rather hinged on their individual needs and the involvement of the community in the more expansive narratives of labor diaspora in the Philippines and the world at large. Furthermore, as location is about vulnerability (Guevarra, 2006), my several identities were particularly tied up with how the Philippines makes economic sense of its labor power and its relations with the rest of the world. While a number of studies have reflected on the ways in which research participants have actively engaged with the researcher in terms of constructing the identity of the latter in the field, very little literature on the topic has pursued and made visible the need to understand them in the context of the politics of scale and how scales make an impact on how people in the field perceive the presence of a researcher in the field. While there is a constant referral to insider research as a robust position from which to redress the preponderance of research done in ‘strange’ cultures, the need to further investigate and implicate the swirling narratives of scales in our daily life and their impact on our subject position as researchers have to be attended to. Insider research is influenced in various ways by the epistemological whirlwind of hypermobility and mobility of people in places. My status identity as a ‘balikbayan’ researcher is a product of the global movement of people and the place that I studied; a changing and dynamic landscape where people are mostly immobile and yet not oblivious to ‘a widening recognition of fluidity and movement, of a mobile world in which people and things, influences and effects, work across space and at a distance, breaching the boundaries of location’ (Hall, 2009: 572).
Footnotes
Acknowledgements
The author owes a great deal of ‘utang na loob’ to a number of people. Professor Helen Sampson and Dr Tom Hall read the first drafts in the form of a methods chapter in his PhD thesis. Professor Ray Hudson and Professor David Walters, external and internal examiners, respectively, provided excellent additional input. Professor Amanda Coffey helped shape his methods chapter into its present form. In the Philippines, National Artist for Literature Professor Bienvenido Lumbera, Professor Rosario Cruz-Lucero and Professor Glecy Cruz-Atienza are a constant source of inspiration. Professor Paul Atkinson and Dr Sara Delamont, journal editors, were very helpful, so as the two anonymous reviewers, in softening the rough edges of the paper. The usual disclaimer applies.
Funding
The fieldwork from which the data used in this article came was funded by a grant from the SIRC-Nippon Foundation Fellowship Program.
