the+portuguese+world

(1900-1943)

   One of Portugal's outstanding civil engineers and the most energetic and accomplished cabinet minister in the early phase of the Estado Novo, Duarte Pacheco was born in Loulé, Algarve district. As director and instructor in the Higher Technical Institute, Lisbon, Pacheco trained several generations of urban planners and engineers and served in several key posts in the Dictatorship: minister of education, president of the Lisbon Câmara Municipal (City Hall), and on two occasions between 1932 and 1943, the premier minister of public works and communications in the history of the regime. As a relatively liberal republican in a regime of conservatives, monarchists and crypto-monarchists, and integralists, Duarte Pacheco was a political maverick but a highly respected, if controversial, man of action. His Public Works Ministry helped to transform the look of the capital, Lisbon, improve urban planning and housing, create the remarkable Double Centenary Exposition of the Portuguese World at Belém in 1940, and construct a number of key edifices for various institutions. In November 1943, he was killed in a tragic automobile accident. His influential memory still lives in the oral tradition of the new Portugal's Ministry of Public Works, and his work sets a high standard of excellence.

   The guiding principle of Portuguese foreign policy since the founding of the monarchy in the 12th century has been the maintenance of Portugal's status first as an independent kingdom and, later, as a sovereign nation-state. For the first 800 years of its existence, Portuguese foreign policy and diplomacy sought to maintain the independence of the Portuguese monarchy, especially in relationship to the larger and more powerful Spanish monarchy. During this period, the Anglo- Portuguese Alliance, which began with a treaty of commerce and friendship signed between the kings of Portugal and England in 1386 (the Treaty of Windsor) and continued with the Methuen Treaty in 1703, sought to use England ( Great Britain after 1707) as a counterweight to its landward neighbor, Spain.

   As three invasions of Portugal by Napoleon's armies during the first decade of the 19th century proved, however, Spain was not the only threat to Portugal's independence and security. Portugal's ally, Britain, provided a counterweight also to a threatening France on more than one occasion between 1790 and 1830. During the 19th century, Portugal's foreign policy became largely subordinate to that of her oldest ally, Britain, and standard Portuguese histories describe Portugal's situation as that of a "protectorate" of Britain. In two key aspects during this time of international weakness and internal turmoil, Portugal's foreign policy was under great pressure from her ally, world power Britain: responses to European conflicts and to the situation of Portugal's scattered, largely impoverished overseas empire. Portugal's efforts to retain massive, resource-rich Brazil in her empire failed by 1822, when Brazil declared its independence. Britain's policy of favoring greater trade and commerce opportunities in an autonomous Brazil was at odds with Portugal's desperate efforts to hold Brazil.

   Following the loss of Brazil and a renewed interest in empire in tropical Africa, Portugal sought to regain a more independent initiative in her foreign policy and, especially after 1875, overseas imperial questions dominated foreign policy concerns. From this juncture, through the first Republic (1910-26) and during the Estado Novo, a primary purpose of Portuguese foreign policy was to maintain Portuguese India, Macau, and its colonies in Africa: Angola, Mozambique, and Guinea- Bissau. Under the direction of the dictator, Antônio de Oliveira Salazar, further efforts were made to reclaim a measure of independence of foreign policy, despite the tradition of British dominance. Salazar recognized the importance of an Atlantic orientation of the country's foreign policy. As Herbert Pell, U.S. Ambassador to Portugal (1937-41), observed in a June 1939 report to the U.S. Department of State, Portugal's leaders understood that Portugal must side with "that nation which dominates the Atlantic."

   During the 1930s, greater efforts were made in Lisbon in economic, financial, and foreign policy initiatives to assert a greater measure of flexibility in her dependence on ally Britain. German economic interests made inroads in an economy whose infrastructure in transportation, communication, and commerce had long been dominated by British commerce and investors. Portugal's foreign policy during World War II was challenged as both Allied and Axis powers tested the viability of Portugal's official policy of neutrality, qualified by a customary bow to the Anglo-Portuguese Alliance. Antônio de Oliveira Salazar, who served as minister of foreign affairs, as well as prime minister, during 1936-45, sought to sell his version of neutrality to both sides in the war and to do so in a way that would benefit Portugal's still weak economy and finance. Portugal's status as a neutral was keenly tested in several cases, including Portugal's agreeing to lease military bases to Britain and the United States in the Azores Islands and in the wolfram (tungsten ore) question. Portugal's foreign policy experienced severe pressures from the Allies in both cases, and Salazar made it clear to his British and American counterparts that Portugal sought to claim the right to make independent choices in policy, despite Portugal's military and economic weakness. In tense diplomatic negotiations with the Allies over Portugal's wolfram exports to Germany as of 1944, Salazar grew disheartened and briefly considered resigning over the wolfram question. Foreign policy pressure on this question diminished quickly on 6 June 1944, as Salazar decreed that wolfram mining, sales, and exports to both sides would cease for the remainder of the war. After the United States joined the Allies in the war and pursued an Atlantic strategy, Portugal discovered that her relationship with the dominant ally in the emerging United Nations was changing and that the U.S. would replace Britain as the key Atlantic ally during succeeding decades. Beginning in 1943-44, and continuing to 1949, when Portugal became, with the United States, a founding member of North Atlantic Treaty Organization (NATO), Luso-American relations assumed center stage in her foreign policy.

   During the Cold War, Portuguese foreign policy was aligned with that of the United States and its allies in Western Europe. After the Revolution of 25 April 1974, the focus of Portuguese foreign policy shifted away from defending and maintaining the African colonies toward integration with Europe. Since Portugal became a member of the European Economic Community in 1986, and this evolved into the European Union (EU), all Portuguese governments have sought to align Portugal's foreign policy with that of the EU in general and to be more independent of the United States. Since 1986, Portugal's bilateral commercial and diplomatic relations with Britain, France, and Spain have strengthened, especially those with Spain, which are more open and mutually beneficial than at any other time in history.

   Within the EU, Portugal has sought to play a role in the promotion of democracy and human rights, while maintaining its security ties to NATO. Currently, a Portuguese politician, José Manuel Durão Barroso, is president of the Commission of the EU, and Portugal has held the six-month rotating presidency of the EU three times, in 1992, 2000, and 2007.

   The Portuguese winemaking tradition goes back to Roman times, when Lusitania began exporting wine to the city of Rome. The modern wine-exporting industry began with the Methuen Treaty (1703), which stipulated that henceforth Portuguese wines would be favored as exports to Great Britain in the same way that British woolens imported to Portugal would have advantages. Portugal has the oldest appellation system in the world, which was established by the first minister of King José I, the Marquis of Pombal in 1758. In that year, Pombal ordered the demarcation of the wine producing region along the Douro River valley, the Região Demarcada do Douro, in order to assure the production of high quality port wines. During the reign of King Carlos I (1889-1908), the Vinho Verde, Dão, Colares, Carcavelos, Setúbal, and Madeira regions were demarcated, each of which has its own Comissão Vitivinicola to supervise the preparation and cultivation of the vineyards and to assure the quality of the wines produced.

   Portuguese wines are labeled Denominação de Origem Controlada (DOC), which indicates that the wine is of superior quality from a specific vineyard; Indicação de Pronveniência Regulamentada (IPR), which indicates that wines so labeled were produced under some regulations in a certain demarcated region but are not DOC wines; Vinho Regional, which indicates that such wine was produced without regulation within a specific demarcated region; and Vinho de Mesa, which indicates only that the wine was made in Portugal by a certain producer.

   Portugal produces some of the world's top wines, the best of which are port, madeira, dão, moscatel, and vinho verde. Portugal's most widely known wines are its lightly sparkling rosés, which were successfully mass-marketed in the United States and Europe by Mateus and Lancers beginning in the 1960s. These wines accounted for 40 percent of Portugal's total table wine exports in the 1980s. Increasingly, Portuguese wines are winning international recognition, which has increased their popularity among wine lovers the world over.

    See also Agriculture.

   The continental European country with which Portugal has had the closest and most friendly relations since the Middle Ages and whose culture since early modern times has been the most important model for Portugal's culture. Beginning in the Reconquest, French groups assisted the Portuguese in fighting the Muslims, and Portugal's first royal dynasty was Burgundian. Various French religious orders settled in Portugal and brought new skills and ideas. Franco-Portuguese relations in diplomacy went through various phases after a virtual break between the two monarchies during the Hundred Years' War and Castile's campaigns to conquer Portugal up to the battle of Aljubarrota (1385), when France was the main ally of Castile. France gave Portugal vital assistance in the 16th and 17th centuries against Spanish aggression. French aid was given to Dom Antônio, Prior of Crato, who opposed Filipe's domination of Portugal, and to restoration Portugal during the War of Restoration (1640-68). With the important exception of the disastrous Napoleonic invasions and war (1807-11), Franco-Portuguese relations in diplomacy, trade, and culture were exceptionally good from the first quarter of the 19th century.

   In part as a response to unpopular Castilianization during Spain's domination, the Portuguese found French culture a comforting, novel foil and prestigious alternative. Despite Great Britain's dominance in matters commercial, diplomatic, and political under the Anglo- Portuguese Alliance, French culture and politics came to enjoy primary importance in Portugal. Even in commerce, France was Portugal's third or fourth best customer during the 19th century. Especially between 1820 and 1960, French influence provided a major model for the well-educated.

   A brief list of some key political, literary, philosophical, and artistic ideas Portugal eagerly embraced is suggestive. King Pedro IV's 1826 Charter ( A Carta) was directly modeled on an early French constitution. French models of liberalism and socialism prevailed in politics; impressionism in art; romanticism and realism, Parnassian-ism, and symbolism in literature; positivism and Bergsonianism in philosophy, etc. During the 18th and 19th centuries, the Portuguese language, including vocabulary and orthography (spelling), experienced extensive Frenchification. French became the second language of Portugal's elite, providing access to knowledge and information vital for the education and development of isolated Portugal.

   French cultural influences became pervasive and entered the country by various means: through the French invasions before 1811, trade and commerce, improved international communication and transportation, Portuguese emigration to France (which became a mass movement after 1950), and close diplomatic and intellectual relations. An example of the importance of French culture until recently, when British and American cultural influences have become more significant, was that works in French dominated foreign book sections in Portuguese bookstores. If Portugal retained the oldest diplomatic link in world history with Britain, its chief cultural model until recently was France. Until after the Revolution of 25 April 1974, the largest portion of Portugal's educated elite studying abroad resided in France and took French higher degrees. The pattern of Portuguese students in higher education abroad has diversified in the years since, and now a significant portion are studying in other European continental states as well as in Britain and the United States. Diplomatic posts in France rank high in the pecking order of Portugal's small foreign service.

   The name of the Portuguese regime from 1930 until the Revolution of 25 April 1974. The term "New State" may have been influenced by an earlier regime's name for itself, República Nova or "New Republic," led by President Sidónio Pais (1917-18) during in the First Republic (1910-26). The name Estado Novo appears for the first time in 1930, during the military phase; it caught on with supporters of the regime and became official. The Estado Novo was a version of the extremely nationalistic regimes that came to power in Europe after World War I. The Portuguese version was strongly influenced by conservative Catholic social doctrines, which held that society was organically hierarchical and church and state were closely allied. The relationship of the individual to society and the state was mediated through his or her membership in natural "orders," such as the family. The conservative Catholicism of the Estado Novo emphasized discipline, obedience, dedication, and sacrifice. It was opposed to the liberal doctrines of the French Revolution (individualism, separation of church and state, democracy), as well as to the socialist doctrines of the Russian Revolution (collectivism, atheism, etc).

    See also Corporativism; Salazar, Antônio de Oliveira; Salazarism; Twenty-eighth of May.

   Portuguese musical performing group of instrumentalists and singers, in a new pop music tradition, with a growing global reputation. It was formed by musicians in the late 1980s, who practiced in the Lisbon church and convent of Madre de Deus, also the site of a museum of Portuguese tiles. MadreDeus was formed by Pedro Ayres de Magalhães, contrabass. The group soon added acoustic guitars, cello, and accordion. A fado singer, the young Teresa Salgueiro, joined the instrumentalists later. In the 1990s, the group achieved international fame and celebrity in the music world with many successful concerts, records, and CDs. In 1995, music of MadreDeus was featured in a new film, Lisbon Story, directed by filmmaker Wim Wenders of Germany, thus opening a new phase of celebrity for the group. That same year, MadreDeus added a new instrumentalist, a bass, as the group performed in Brazil and the United States.

   Before Romans described western Iberia or Hispania as "Lusitania," ancient Iberians inhabited the land. Phoenician and Greek trading settlements grew up in the Tagus estuary area and nearby coasts. Beginning around 202 BCE, Romans invaded what is today southern Portugal. With Rome's defeat of Carthage, Romans proceeded to conquer and rule the western region north of the Tagus, which they named Roman "Lusitania." In the fourth century CE, as Rome's rule weakened, the area experienced yet another invasion—Germanic tribes, principally the Suevi, who eventually were Christianized. During the sixth century CE, the Suevi kingdom was superseded by yet another Germanic tribe—the Christian Visigoths.

   A major turning point in Portugal's history came in 711, as Muslim armies from North Africa, consisting of both Arab and Berber elements, invaded the Iberian Peninsula from across the Straits of Gibraltar. They entered what is now Portugal in 714, and proceeded to conquer most of the country except for the far north. For the next half a millennium, Islam and Muslim presence in Portugal left a significant mark upon the politics, government, language, and culture of the country.

   Islam, Reconquest, and Portugal Created, 714-1140

   The long frontier struggle between Muslim invaders and Christian communities in the north of the Iberian peninsula was called the Reconquista (Reconquest). It was during this struggle that the first dynasty of Portuguese kings (Burgundian) emerged and the independent monarchy of Portugal was established. Christian forces moved south from what is now the extreme north of Portugal and gradually defeated Muslim forces, besieging and capturing towns under Muslim sway. In the ninth century, as Christian forces slowly made their way southward, Christian elements were dominant only in the area between Minho province and the Douro River; this region became known as "territorium Portu-calense."

   In the 11th century, the advance of the Reconquest quickened as local Christian armies were reinforced by crusading knights from what is now France and England. Christian forces took Montemor (1034), at the Mondego River; Lamego (1058); Viseu (1058); and Coimbra (1064). In 1095, the king of Castile and Léon granted the country of "Portu-cale," what became northern Portugal, to a Burgundian count who had emigrated from France. This was the foundation of Portugal. In 1139, a descendant of this count, Afonso Henriques, proclaimed himself "King of Portugal." He was Portugal's first monarch, the "Founder," and the first of the Burgundian dynasty, which ruled until 1385.

   The emergence of Portugal in the 12th century as a separate monarchy in Iberia occurred before the Christian Reconquest of the peninsula. In the 1140s, the pope in Rome recognized Afonso Henriques as king of Portugal. In 1147, after a long, bloody siege, Muslim-occupied Lisbon fell to Afonso Henriques's army. Lisbon was the greatest prize of the 500-year war. Assisting this effort were English crusaders on their way to the Holy Land; the first bishop of Lisbon was an Englishman. When the Portuguese captured Faro and Silves in the Algarve province in 1248-50, the Reconquest of the extreme western portion of the Iberian peninsula was complete—significantly, more than two centuries before the Spanish crown completed the Reconquest of the eastern portion by capturing Granada in 1492.

   Consolidation and Independence of Burgundian Portugal, 1140-1385

   Two main themes of Portugal's early existence as a monarchy are the consolidation of control over the realm and the defeat of a Castil-ian threat from the east to its independence. At the end of this period came the birth of a new royal dynasty (Aviz), which prepared to carry the Christian Reconquest beyond continental Portugal across the straits of Gibraltar to North Africa. There was a variety of motives behind these developments. Portugal's independent existence was imperiled by threats from neighboring Iberian kingdoms to the north and east. Politics were dominated not only by efforts against the Muslims in

   Portugal (until 1250) and in nearby southern Spain (until 1492), but also by internecine warfare among the kingdoms of Castile, Léon, Aragon, and Portugal. A final comeback of Muslim forces was defeated at the battle of Salado (1340) by allied Castilian and Portuguese forces. In the emerging Kingdom of Portugal, the monarch gradually gained power over and neutralized the nobility and the Church.

   The historic and commonplace Portuguese saying "From Spain, neither a good wind nor a good marriage" was literally played out in diplomacy and war in the late 14th-century struggles for mastery in the peninsula. Larger, more populous Castile was pitted against smaller Portugal. Castile's Juan I intended to force a union between Castile and Portugal during this era of confusion and conflict. In late 1383, Portugal's King Fernando, the last king of the Burgundian dynasty, suddenly died prematurely at age 38, and the Master of Aviz, Portugal's most powerful nobleman, took up the cause of independence and resistance against Castile's invasion. The Master of Aviz, who became King João I of Portugal, was able to obtain foreign assistance. With the aid of English archers, Joao's armies defeated the Castilians in the crucial battle of Aljubarrota, on 14 August 1385, a victory that assured the independence of the Portuguese monarchy from its Castilian nemesis for several centuries.

   Aviz Dynasty and Portugal's First Overseas Empire, 1385-1580

   The results of the victory at Aljubarrota, much celebrated in Portugal's art and monuments, and the rise of the Aviz dynasty also helped to establish a new merchant class in Lisbon and Oporto, Portugal's second city. This group supported King João I's program of carrying the Reconquest to North Africa, since it was interested in expanding Portugal's foreign commerce and tapping into Muslim trade routes and resources in Africa. With the Reconquest against the Muslims completed in Portugal and the threat from Castile thwarted for the moment, the Aviz dynasty launched an era of overseas conquest, exploration, and trade. These efforts dominated Portugal's 15th and 16th centuries.

   The overseas empire and age of Discoveries began with Portugal's bold conquest in 1415 of the Moroccan city of Ceuta. One royal member of the 1415 expedition was young, 21-year-old Prince Henry, later known in history as "Prince Henry the Navigator." His part in the capture of Ceuta won Henry his knighthood and began Portugal's "Marvelous Century," during which the small kingdom was counted as a European and world power of consequence. Henry was the son of King João I and his English queen, Philippa of Lancaster, but he did not inherit the throne. Instead, he spent most of his life and his fortune, and that of the wealthy military Order of Christ, on various imperial ventures and on voyages of exploration down the African coast and into the Atlantic. While mythology has surrounded Henry's controversial role in the Discoveries, and this role has been exaggerated, there is no doubt that he played a vital part in the initiation of Portugal's first overseas empire and in encouraging exploration. He was naturally curious, had a sense of mission for Portugal, and was a strong leader. He also had wealth to expend; at least a third of the African voyages of the time were under his sponsorship. If Prince Henry himself knew little science, significant scientific advances in navigation were made in his day.

   What were Portugal's motives for this new imperial effort? The well-worn historical cliche of "God, Glory, and Gold" can only partly explain the motivation of a small kingdom with few natural resources and barely 1 million people, which was greatly outnumbered by the other powers it confronted. Among Portuguese objectives were the desire to exploit known North African trade routes and resources (gold, wheat, leather, weaponry, and other goods that were scarce in Iberia); the need to outflank the Muslim world in the Mediterranean by sailing around Africa, attacking Muslims en route; and the wish to ally with Christian kingdoms beyond Africa. This enterprise also involved a strategy of breaking the Venetian spice monopoly by trading directly with the East by means of discovering and exploiting a sea route around Africa to Asia. Besides the commercial motives, Portugal nurtured a strong crusading sense of Christian mission, and various classes in the kingdom saw an opportunity for fame and gain.

   By the time of Prince Henry's death in 1460, Portugal had gained control of the Atlantic archipelagos of the Azores and Madeiras, begun to colonize the Cape Verde Islands, failed to conquer the Canary Islands from Castile, captured various cities on Morocco's coast, and explored as far as Senegal, West Africa, down the African coast. By 1488, Bar-tolomeu Dias had rounded the Cape of Good Hope in South Africa and thereby discovered the way to the Indian Ocean.

   Portugal's largely coastal African empire and later its fragile Asian empire brought unexpected wealth but were purchased at a high price. Costs included wars of conquest and defense against rival powers, manning the far-flung navel and trade fleets and scattered castle-fortresses, and staffing its small but fierce armies, all of which entailed a loss of skills and population to maintain a scattered empire. Always short of capital, the monarchy became indebted to bankers. There were many defeats beginning in the 16th century at the hands of the larger imperial European monarchies (Spain, France, England, and Holland) and many attacks on Portugal and its strung-out empire. Typically, there was also the conflict that arose when a tenuously held world empire that rarely if ever paid its way demanded finance and manpower Portugal itself lacked.

   The first 80 years of the glorious imperial era, the golden age of Portugal's imperial power and world influence, was an African phase. During 1415-88, Portuguese navigators and explorers in small ships, some of them caravelas (caravels), explored the treacherous, disease-ridden coasts of Africa from Morocco to South Africa beyond the Cape of Good Hope. By the 1470s, the Portuguese had reached the Gulf of Guinea and, in the early 1480s, what is now Angola. Bartolomeu Dias's extraordinary voyage of 1487-88 to South Africa's coast and the edge of the Indian Ocean convinced Portugal that the best route to Asia's spices and Christians lay south, around the tip of southern Africa. Between 1488 and 1495, there was a hiatus caused in part by domestic conflict in Portugal, discussion of resources available for further conquests beyond Africa in Asia, and serious questions as to Portugal's capacity to reach beyond Africa. In 1495, King Manuel and his council decided to strike for Asia, whatever the consequences. In 1497-99, Vasco da Gama, under royal orders, made the epic two-year voyage that discovered the sea route to western India (Asia), outflanked Islam and Venice, and began Portugal's Asian empire. Within 50 years, Portugal had discovered and begun the exploitation of its largest colony, Brazil, and set up forts and trading posts from the Middle East (Aden and Ormuz), India (Calicut, Goa, etc.), Malacca, and Indonesia to Macau in China.

   By the 1550s, parts of its largely coastal, maritime trading post empire from Morocco to the Moluccas were under siege from various hostile forces, including Muslims, Christians, and Hindi. Although Moroccan forces expelled the Portuguese from the major coastal cities by 1550, the rival European monarchies of Castile (Spain), England, France, and later Holland began to seize portions of her undermanned, outgunned maritime empire.

   In 1580, Phillip II of Spain, whose mother was a Portuguese princess and who had a strong claim to the Portuguese throne, invaded Portugal, claimed the throne, and assumed control over the realm and, by extension, its African, Asian, and American empires. Phillip II filled the power vacuum that appeared in Portugal following the loss of most of Portugal's army and its young, headstrong King Sebastião in a disastrous war in Morocco. Sebastiao's death in battle (1578) and the lack of a natural heir to succeed him, as well as the weak leadership of the cardinal who briefly assumed control in Lisbon, led to a crisis that Spain's strong monarch exploited. As a result, Portugal lost its independence to Spain for a period of 60 years.

   Portugal under Spanish Rule, 1580-1640

   Despite the disastrous nature of Portugal's experience under Spanish rule, "The Babylonian Captivity" gave birth to modern Portuguese nationalism, its second overseas empire, and its modern alliance system with England. Although Spain allowed Portugal's weakened empire some autonomy, Spanish rule in Portugal became increasingly burdensome and unacceptable. Spain's ambitious imperial efforts in Europe and overseas had an impact on the Portuguese as Spain made greater and greater demands on its smaller neighbor for manpower and money. Portugal's culture underwent a controversial Castilianization, while its empire became hostage to Spain's fortunes. New rival powers England, France, and Holland attacked and took parts of Spain's empire and at the same time attacked Portugal's empire, as well as the mother country.

   Portugal's empire bore the consequences of being attacked by Spain's bitter enemies in what was a form of world war. Portuguese losses were heavy. By 1640, Portugal had lost most of its Moroccan cities as well as Ceylon, the Moluccas, and sections of India. With this, Portugal's Asian empire was gravely weakened. Only Goa, Damão, Diu, Bombay, Timor, and Macau remained and, in Brazil, Dutch forces occupied the northeast.

   On 1 December 1640, long commemorated as a national holiday, Portuguese rebels led by the duke of Braganza overthrew Spanish domination and took advantage of Spanish weakness following a more serious rebellion in Catalonia. Portugal regained independence from Spain, but at a price: dependence on foreign assistance to maintain its independence in the form of the renewal of the alliance with England.

   Restoration and Second Empire, 1640-1822

   Foreign affairs and empire dominated the restoration era and aftermath, and Portugal again briefly enjoyed greater European power and prestige. The Anglo-Portuguese Alliance was renewed and strengthened in treaties of 1642, 1654, and 1661, and Portugal's independence from Spain was underwritten by English pledges and armed assistance. In a Luso-Spanish treaty of 1668, Spain recognized Portugal's independence. Portugal's alliance with England was a marriage of convenience and necessity between two monarchies with important religious, cultural, and social differences. In return for legal, diplomatic, and trade privileges, as well as the use during war and peace of Portugal's great Lisbon harbor and colonial ports for England's navy, England pledged to protect Portugal and its scattered empire from any attack. The previously cited 17th-century alliance treaties were renewed later in the Treaty of Windsor, signed in London in 1899. On at least 10 different occasions after 1640, and during the next two centuries, England was central in helping prevent or repel foreign invasions of its ally, Portugal.

   Portugal's second empire (1640-1822) was largely Brazil-oriented. Portuguese colonization, exploitation of wealth, and emigration focused on Portuguese America, and imperial revenues came chiefly from Brazil. Between 1670 and 1740, Portugal's royalty and nobility grew wealthier on funds derived from Brazilian gold, diamonds, sugar, tobacco, and other crops, an enterprise supported by the Atlantic slave trade and the supply of African slave labor from West Africa and Angola. Visitors today can see where much of that wealth was invested: Portugal's rich legacy of monumental architecture. Meanwhile, the African slave trade took a toll in Angola and West Africa.

   In continental Portugal, absolutist monarchy dominated politics and government, and there was a struggle for position and power between the monarchy and other institutions, such as the Church and nobility. King José I's chief minister, usually known in history as the marquis of Pombal (ruled 1750-77), sharply suppressed the nobility and the

   Church (including the Inquisition, now a weak institution) and expelled the Jesuits. Pombal also made an effort to reduce economic dependence on England, Portugal's oldest ally. But his successes did not last much beyond his disputed time in office.

   Beginning in the late 18th century, the European-wide impact of the French Revolution and the rise of Napoleon placed Portugal in a vulnerable position. With the monarchy ineffectively led by an insane queen (Maria I) and her indecisive regent son (João VI), Portugal again became the focus of foreign ambition and aggression. With England unable to provide decisive assistance in time, France—with Spain's consent—invaded Portugal in 1807. As Napoleon's army under General Junot entered Lisbon meeting no resistance, Portugal's royal family fled on a British fleet to Brazil, where it remained in exile until 1821. In the meantime, Portugal's overseas empire was again under threat. There was a power vacuum as the monarch was absent, foreign armies were present, and new political notions of liberalism and constitutional monarchy were exciting various groups of citizens.

   Again England came to the rescue, this time in the form of the armies of the duke of Wellington. Three successive French invasions of Portugal were defeated and expelled, and Wellington succeeded in carrying the war against Napoleon across the Portuguese frontier into Spain. The presence of the English army, the new French-born liberal ideas, and the political vacuum combined to create revolutionary conditions. The French invasions and the peninsular wars, where Portuguese armed forces played a key role, marked the beginning of a new era in politics.

   Liberalism and Constitutional Monarchy, 1822-1910

   During 1807-22, foreign invasions, war, and civil strife over conflicting political ideas gravely damaged Portugal's commerce, economy, and novice industry. The next terrible blow was the loss of Brazil in 1822, the jewel in the imperial crown. Portugal's very independence seemed to be at risk. In vain, Portugal sought to resist Brazilian independence by force, but in 1825 it formally acknowledged Brazilian independence by treaty.

   Portugal's slow recovery from the destructive French invasions and the "war of independence" was complicated by civil strife over the form of constitutional monarchy that best suited Portugal. After struggles over these issues between 1820 and 1834, Portugal settled somewhat uncertainly into a moderate constitutional monarchy whose constitution (Charter of 1826) lent it strong political powers to exert a moderating influence between the executive and legislative branches of the government. It also featured a new upper middle class based on land ownership and commerce; a Catholic Church that, although still important, lived with reduced privileges and property; a largely African (third) empire to which Lisbon and Oporto devoted increasing spiritual and material resources, starting with the liberal imperial plans of 1836 and 1851, and continuing with the work of institutions like the Lisbon Society of Geography (established 1875); and a mass of rural peasants whose bonds to the land weakened after 1850 and who began to immigrate in increasing numbers to Brazil and North America.

   Chronic military intervention in national politics began in 19th-century Portugal. Such intervention, usually commencing with coups or pronunciamentos (military revolts), was a shortcut to the spoils of political office and could reflect popular discontent as well as the power of personalities. An early example of this was the 1817 golpe (coup) attempt of General Gomes Freire against British military rule in Portugal before the return of King João VI from Brazil. Except for a more stable period from 1851 to 1880, military intervention in politics, or the threat thereof, became a feature of the constitutional monarchy's political life, and it continued into the First Republic and the subsequent Estado Novo.

   Beginning with the Regeneration period (1851-80), Portugal experienced greater political stability and economic progress. Military intervention in politics virtually ceased; industrialization and construction of railroads, roads, and bridges proceeded; two political parties (Regenerators and Historicals) worked out a system of rotation in power; and leading intellectuals sparked a cultural revival in several fields. In 19th-century literature, there was a new golden age led by such figures as Alexandre Herculano (historian), Eça de Queirós (novelist), Almeida Garrett (playwright and essayist), Antero de Quental (poet), and Joaquim Oliveira Martins (historian and social scientist). In its third overseas empire, Portugal attempted to replace the slave trade and slavery with legitimate economic activities; to reform the administration; and to expand Portuguese holdings beyond coastal footholds deep into the African hinterlands in West, West Central, and East Africa. After 1841, to some extent, and especially after 1870, colonial affairs, combined with intense nationalism, pressures for economic profit in Africa, sentiment for national revival, and the drift of European affairs would make or break Lisbon governments.

   Beginning with the political crisis that arose out of the "English Ultimatum" affair of January 1890, the monarchy became discredtted and identified with the poorly functioning government, political parties splintered, and republicanism found more supporters. Portugal participated in the "Scramble for Africa," expanding its African holdings, but failed to annex territory connecting Angola and Mozambique. A growing foreign debt and state bankruptcy as of the early 1890s damaged the constitutional monarchy's reputation, despite the efforts of King Carlos in diplomacy, the renewal of the alliance in the Windsor Treaty of 1899, and the successful if bloody colonial wars in the empire (1880-97). Republicanism proclaimed that Portugal's weak economy and poor society were due to two historic institutions: the monarchy and the Catholic Church. A republic, its stalwarts claimed, would bring greater individual liberty; efficient, if more decentralized government; and a stronger colonial program while stripping the Church of its role in both society and education.

   As the monarchy lost support and republicans became more aggressive, violence increased in politics. King Carlos I and his heir Luís were murdered in Lisbon by anarchist-republicans on 1 February 1908. Following a military and civil insurrection and fighting between monarchist and republican forces, on 5 October 1910, King Manuel II fled Portugal and a republic was proclaimed.

   First Parliamentary Republic, 1910-26

   Portugal's first attempt at republican government was the most unstable, turbulent parliamentary republic in the history of 20th-century Western Europe. During a little under 16 years of the republic, there were 45 governments, a number of legislatures that did not complete normal terms, military coups, and only one president who completed his four-year term in office. Portuguese society was poorly prepared for this political experiment. Among the deadly legacies of the monarchy were a huge public debt; a largely rural, apolitical, and illiterate peasant population; conflict over the causes of the country's misfortunes; and lack of experience with a pluralist, democratic system.

   The republic had some talented leadership but lacked popular, institutional, and economic support. The 1911 republican constitution established only a limited democracy, as only a small portion of the adult male citizenry was eligible to vote. In a country where the majority was Catholic, the republic passed harshly anticlerical laws, and its institutions and supporters persecuted both the Church and its adherents. During its brief disjointed life, the First Republic drafted important reform plans in economic, social, and educational affairs; actively promoted development in the empire; and pursued a liberal, generous foreign policy. Following British requests for Portugal's assistance in World War I, Portugal entered the war on the Allied side in March 1916 and sent armies to Flanders and Portuguese Africa. Portugal's intervention in that conflict, however, was too costly in many respects, and the ultimate failure of the republic in part may be ascribed to Portugal's World War I activities.

   Unfortunately for the republic, its time coincided with new threats to Portugal's African possessions: World War I, social and political demands from various classes that could not be reconciled, excessive military intervention in politics, and, in particular, the worst economic and financial crisis Portugal had experienced since the 16th and 17th centuries. After the original Portuguese Republican Party (PRP, also known as the "Democrats") splintered into three warring groups in 1912, no true multiparty system emerged. The Democrats, except for only one or two elections, held an iron monopoly of electoral power, and political corruption became a major issue. As extreme right-wing dictatorships elsewhere in Europe began to take power in Italy (1922), neighboring Spain (1923), and Greece (1925), what scant popular support remained for the republic collapsed. Backed by a right-wing coalition of landowners from Alentejo, clergy, Coimbra University faculty and students, Catholic organizations, and big business, career military officers led by General Gomes da Costa executed a coup on 28 May 1926, turned out the last republican government, and established a military government.

   The Estado Novo (New State), 1926-74

   During the military phase (1926-32) of the Estado Novo, professional military officers, largely from the army, governed and administered Portugal and held key cabinet posts, but soon discovered that the military possessed no magic formula that could readily solve the problems inherited from the First Republic. Especially during the years 1926-31, the military dictatorship, even with its political repression of republican activities and institutions (military censorship of the press, political police action, and closure of the republic's rowdy parliament), was characterized by similar weaknesses: personalism and factionalism; military coups and political instability, including civil strife and loss of life; state debt and bankruptcy; and a weak economy. "Barracks parliamentarism" was not an acceptable alternative even to the "Nightmare Republic."

   Led by General Óscar Carmona, who had replaced and sent into exile General Gomes da Costa, the military dictatorship turned to a civilian expert in finance and economics to break the budget impasse and bring coherence to the disorganized system. Appointed minister of finance on 27 April 1928, the Coimbra University Law School professor of economics Antônio de Oliveira Salazar (1889-1970) first reformed finance, helped balance the budget, and then turned to other concerns as he garnered extraordinary governing powers. In 1930, he was appointed interim head of another key ministry (Colonies) and within a few years had become, in effect, a civilian dictator who, with the military hierarchy's support, provided the government with coherence, a program, and a set of policies.

   For nearly 40 years after he was appointed the first civilian prime minister in 1932, Salazar's personality dominated the government. Unlike extreme right-wing dictators elsewhere in Europe, Salazar was directly appointed by the army but was never endorsed by a popular political party, street militia, or voter base. The scholarly, reclusive former Coimbra University professor built up what became known after 1932 as the Estado Novo ("New State"), which at the time of its overthrow by another military coup in 1974, was the longest surviving authoritarian regime in Western Europe. The system of Salazar and the largely academic and technocratic ruling group he gathered in his cabinets was based on the central bureaucracy of the state, which was supported by the president of the republic—always a senior career military officer, General Óscar Carmona (1928-51), General Craveiro Lopes (1951-58), and Admiral Américo Tómaz (1958-74)—and the complicity of various institutions. These included a rubber-stamp legislature called the National Assembly (1935-74) and a political police known under various names: PVDE (1932-45), PIDE (1945-69),

   and DGS (1969-74). Other defenders of the Estado Novo security were paramilitary organizations such as the National Republican Guard (GNR); the Portuguese Legion (PL); and the Portuguese Youth [Movement]. In addition to censorship of the media, theater, and books, there was political repression and a deliberate policy of depoliticization. All political parties except for the approved movement of regime loyalists, the União Nacional or (National Union), were banned.

   The most vigorous and more popular period of the New State was 1932-44, when the basic structures were established. Never monolithic or entirely the work of one person (Salazar), the New State was constructed with the assistance of several dozen top associates who were mainly academics from law schools, some technocrats with specialized skills, and a handful of trusted career military officers. The 1933 Constitution declared Portugal to be a "unitary, corporative Republic," and pressures to restore the monarchy were resisted. Although some of the regime's followers were fascists and pseudofascists, many more were conservative Catholics, integralists, nationalists, and monarchists of different varieties, and even some reactionary republicans. If the New State was authoritarian, it was not totalitarian and, unlike fascism in Benito Mussolini's Italy or Adolf Hitler's Germany, it usually employed the minimum of violence necessary to defeat what remained a largely fractious, incoherent opposition.

   With the tumultuous Second Republic and the subsequent civil war in nearby Spain, the regime felt threatened and reinforced its defenses. During what Salazar rightly perceived as a time of foreign policy crisis for Portugal (1936-45), he assumed control of the Ministry of Foreign Affairs. From there, he pursued four basic foreign policy objectives: supporting the Nationalist rebels of General Francisco Franco in the Spanish Civil War (1936-39) and concluding defense treaties with a triumphant Franco; ensuring that General Franco in an exhausted Spain did not enter World War II on the Axis side; maintaining Portuguese neutrality in World War II with a post-1942 tilt toward the Allies, including granting Britain and the United States use of bases in the Azores Islands; and preserving and protecting Portugal's Atlantic Islands and its extensive, if poor, overseas empire in Africa and Asia.

   During the middle years of the New State (1944-58), many key Salazar associates in government either died or resigned, and there was greater social unrest in the form of unprecedented strikes and clandestine Communist activities, intensified opposition, and new threatening international pressures on Portugal's overseas empire. During the earlier phase of the Cold War (1947-60), Portugal became a steadfast, if weak, member of the US-dominated North Atlantic Treaty Organization alliance and, in 1955, with American support, Portugal joined the United Nations (UN). Colonial affairs remained a central concern of the regime. As of 1939, Portugal was the third largest colonial power in the world and possessed territories in tropical Africa (Angola, Mozambique, Guinea-Bissau, and São Tomé and Príncipe Islands) and the remnants of its 16th-century empire in Asia (Goa, Damão, Diu, East Timor, and Macau). Beginning in the early 1950s, following the independence of India in 1947, Portugal resisted Indian pressures to decolonize Portuguese India and used police forces to discourage internal opposition in its Asian and African colonies.

   The later years of the New State (1958-68) witnessed the aging of the increasingly isolated but feared Salazar and new threats both at home and overseas. Although the regime easily overcame the brief oppositionist threat from rival presidential candidate General Humberto Delgado in the spring of 1958, new developments in the African and Asian empires imperiled the authoritarian system. In February 1961, oppositionists hijacked the Portuguese ocean liner Santa Maria and, in following weeks, African insurgents in northern Angola, although they failed to expel the Portuguese, gained worldwide media attention, discredited the New State, and began the 13-year colonial war. After thwarting a dissident military coup against his continued leadership, Salazar and his ruling group mobilized military repression in Angola and attempted to develop the African colonies at a faster pace in order to ensure Portuguese control. Meanwhile, the other European colonial powers (Britain, France, Belgium, and Spain) rapidly granted political independence to their African territories.

   At the time of Salazar's removal from power in September 1968, following a stroke, Portugal's efforts to maintain control over its colonies appeared to be successful. President Americo Tomás appointed Dr. Marcello Caetano as Salazar's successor as prime minister. While maintaining the New State's basic structures, and continuing the regime's essential colonial policy, Caetano attempted wider reforms in colonial administration and some devolution of power from Lisbon, as well as more freedom of expression in Lisbon. Still, a great deal of the budget was devoted to supporting the wars against the insurgencies in Africa. Meanwhile in Asia, Portuguese India had fallen when the Indian army invaded in December 1961. The loss of Goa was a psychological blow to the leadership of the New State, and of the Asian empire only East Timor and Macau remained.

   The Caetano years (1968-74) were but a hiatus between the waning Salazar era and a new regime. There was greater political freedom and rapid economic growth (5-6 percent annually to late 1973), but Caetano's government was unable to reform the old system thoroughly and refused to consider new methods either at home or in the empire. In the end, regime change came from junior officers of the professional military who organized the Armed Forces Movement (MFA) against the Caetano government. It was this group of several hundred officers, mainly in the army and navy, which engineered a largely bloodless coup in Lisbon on 25 April 1974. Their unexpected action brought down the 48-year-old New State and made possible the eventual establishment and consolidation of democratic governance in Portugal, as well as a reorientation of the country away from the Atlantic toward Europe.

   Revolution of Carnations, 1974-76

   Following successful military operations of the Armed Forces Movement against the Caetano government, Portugal experienced what became known as the "Revolution of Carnations." It so happened that during the rainy week of the military golpe, Lisbon flower shops were featuring carnations, and the revolutionaries and their supporters adopted the red carnation as the common symbol of the event, as well as of the new freedom from dictatorship. The MFA, whose leaders at first were mostly little-known majors and captains, proclaimed a three-fold program of change for the new Portugal: democracy; decolonization of the overseas empire, after ending the colonial wars; and developing a backward economy in the spirit of opportunity and equality. During the first 24 months after the coup, there was civil strife, some anarchy, and a power struggle. With the passing of the Estado Novo, public euphoria burst forth as the new provisional military government proclaimed the freedoms of speech, press, and assembly, and abolished censorship, the political police, the Portuguese Legion, Portuguese Youth, and other New State organizations, including the National Union. Scores of political parties were born and joined the senior political party, the Portuguese Community Party (PCP), and the Socialist Party (PS), founded shortly before the coup.

   Portugal's Revolution of Carnations went through several phases. There was an attempt to take control by radical leftists, including the PCP and its allies. This was thwarted by moderate officers in the army, as well as by the efforts of two political parties: the PS and the Social Democrats (PPD, later PSD). The first phase was from April to September 1974. Provisional president General Antonio Spínola, whose 1974 book Portugal and the Future had helped prepare public opinion for the coup, met irresistible leftist pressures. After Spinola's efforts to avoid rapid decolonization of the African empire failed, he resigned in September 1974. During the second phase, from September 1974 to March 1975, radical military officers gained control, but a coup attempt by General Spínola and his supporters in Lisbon in March 1975 failed and Spínola fled to Spain.

   In the third phase of the Revolution, March-November 1975, a strong leftist reaction followed. Farm workers occupied and "nationalized" 1.1 million hectares of farmland in the Alentejo province, and radical military officers in the provisional government ordered the nationalization of Portuguese banks (foreign banks were exempted), utilities, and major industries, or about 60 percent of the economic system. There were power struggles among various political parties — a total of 50 emerged—and in the streets there was civil strife among labor, military, and law enforcement groups. A constituent assembly, elected on 25 April 1975, in Portugal's first free elections since 1926, drafted a democratic constitution. The Council of the Revolution (CR), briefly a revolutionary military watchdog committee, was entrenched as part of the government under the constitution, until a later revision. During the chaotic year of 1975, about 30 persons were killed in political frays while unstable provisional governments came and went. On 25 November 1975, moderate military forces led by Colonel Ramalho Eanes, who later was twice elected president of the republic (1976 and 1981), defeated radical, leftist military groups' revolutionary conspiracies.

   In the meantime, Portugal's scattered overseas empire experienced a precipitous and unprepared decolonization. One by one, the former colonies were granted and accepted independence—Guinea-Bissau (September 1974), Cape Verde Islands (July 1975), and Mozambique (July 1975). Portugal offered to turn over Macau to the People's Republic of China, but the offer was refused then and later negotiations led to the establishment of a formal decolonization or hand-over date of 1999. But in two former colonies, the process of decolonization had tragic results.

   In Angola, decolonization negotiations were greatly complicated by the fact that there were three rival nationalist movements in a struggle for power. The January 1975 Alvor Agreement signed by Portugal and these three parties was not effectively implemented. A bloody civil war broke out in Angola in the spring of 1975 and, when Portuguese armed forces withdrew and declared that Angola was independent on 11 November 1975, the bloodshed only increased. Meanwhile, most of the white Portuguese settlers from Angola and Mozambique fled during the course of 1975. Together with African refugees, more than 600,000 of these retornados ("returned ones") went by ship and air to Portugal and thousands more to Namibia, South Africa, Brazil, Canada, and the United States.

   The second major decolonization disaster was in Portugal's colony of East Timor in the Indonesian archipelago. Portugal's capacity to supervise and control a peaceful transition to independence in this isolated, neglected colony was limited by the strength of giant Indonesia, distance from Lisbon, and Portugal's revolutionary disorder and inability to defend Timor. In early December 1975, before Portugal granted formal independence and as one party, FRETILIN, unilaterally declared East Timor's independence, Indonesia's armed forces invaded, conquered, and annexed East Timor. Indonesian occupation encountered East Timorese resistance, and a heavy loss of life followed. The East Timor question remained a contentious international issue in the UN, as well as in Lisbon and Jakarta, for more than 20 years following Indonesia's invasion and annexation of the former colony of Portugal. Major changes occurred, beginning in 1998, after Indonesia underwent a political revolution and allowed a referendum in East Timor to decide that territory's political future in August 1999. Most East Timorese chose independence, but Indonesian forces resisted that verdict until

   UN intervention in September 1999. Following UN rule for several years, East Timor attained full independence on 20 May 2002.

   Consolidation of Democracy, 1976-2000

   After several free elections and record voter turnouts between 25 April 1975 and June 1976, civil war was averted and Portugal's second democratic republic began to stabilize. The MFA was dissolved, the military were returned to the barracks, and increasingly elected civilians took over the government of the country. The 1976 Constitution was revised several times beginning in 1982 and 1989, in order to reempha-size the principle of free enterprise in the economy while much of the large, nationalized sector was privatized. In June 1976, General Ram-alho Eanes was elected the first constitutional president of the republic (five-year term), and he appointed socialist leader Dr. Mário Soares as prime minister of the first constitutional government.

   From 1976 to 1985, Portugal's new system featured a weak economy and finances, labor unrest, and administrative and political instability. The difficult consolidation of democratic governance was eased in part by the strong currency and gold reserves inherited from the Estado Novo, but Lisbon seemed unable to cope with high unemployment, new debt, the complex impact of the refugees from Africa, world recession, and the agitation of political parties. Four major parties emerged from the maelstrom of 1974-75, except for the Communist Party, all newly founded. They were, from left to right, the Communists (PCP); the Socialists (PS), who managed to dominate governments and the legislature but not win a majority in the Assembly of the Republic; the Social Democrats (PSD); and the Christian Democrats (CDS). During this period, the annual growth rate was low (l-2 percent), and the nationalized sector of the economy stagnated.

   Enhanced economic growth, greater political stability, and more effective central government as of 1985, and especially 1987, were due to several developments. In 1977, Portugal applied for membership in the European Economic Community (EEC), now the European Union (EU) since 1993. In January 1986, with Spain, Portugal was granted membership, and economic and financial progress in the intervening years has been significantly influenced by the comparatively large investment, loans, technology, advice, and other assistance from the EEC. Low unemployment, high annual growth rates (5 percent), and moderate inflation have also been induced by the new political and administrative stability in Lisbon. Led by Prime Minister Cavaco Silva, an economist who was trained abroad, the PSD's strong organization, management, and electoral support since 1985 have assisted in encouraging economic recovery and development. In 1985, the PSD turned the PS out of office and won the general election, although they did not have an absolute majority of assembly seats. In 1986, Mário Soares was elected president of the republic, the first civilian to hold that office since the First Republic. In the elections of 1987 and 1991, however, the PSD was returned to power with clear majorities of over 50 percent of the vote.

   Although the PSD received 50.4 percent of the vote in the 1991 parliamentary elections and held a 42-seat majority in the Assembly of the Republic, the party began to lose public support following media revelations regarding corruption and complaints about Prime Minister Cavaco Silva's perceived arrogant leadership style. President Mário Soares voiced criticism of the PSD's seemingly untouchable majority and described a "tyranny of the majority." Economic growth slowed down. In the parliamentary elections of 1995 and the presidential election of 1996, the PSD's dominance ended for the time being. Prime Minister Antônio Guterres came to office when the PS won the October 1995 elections, and in the subsequent presidential contest, in January 1996, socialist Jorge Sampaio, the former mayor of Lisbon, was elected president of the republic, thus defeating Cavaco Silva's bid. Young and popular, Guterres moved the PS toward the center of the political spectrum. Under Guterres, the PS won the October 1999 parliamentary elections. The PS defeated the PSD but did not manage to win a clear, working majority of seats, and this made the PS dependent upon alliances with smaller parties, including the PCP.

   In the local elections in December 2001, the PSD's criticism of PS's heavy public spending allowed the PSD to take control of the key cities of Lisbon, Oporto, and Coimbra. Guterres resigned, and parliamentary elections were brought forward from 2004 to March 2002. The PSD won a narrow victory with 40 percent of the votes, and Jose Durão Barroso became prime minister. Having failed to win a majority of the seats in parliament forced the PSD to govern in coalition with the right-wing Popular Party (PP) led by Paulo Portas. Durão Barroso set about reducing government spending by cutting the budgets of local authorities, freezing civil service hiring, and reviving the economy by accelerating privatization of state-owned enterprises. These measures provoked a 24-hour strike by public-sector workers. Durão Barroso reacted with vows to press ahead with budget-cutting measures and imposed a wage freeze on all employees earning more than €1,000, which affected more than one-half of Portugal's work force.

   In June 2004, Durão Barroso was invited by Romano Prodi to succeed him as president of the European Commission. Durão Barroso accepted and resigned the prime ministership in July. Pedro Santana Lopes, the leader of the PSD, became prime minister. Already unpopular at the time of Durão Barroso's resignation, the PSD-led government became increasingly unpopular under Santana Lopes. A month-long delay in the start of the school year and confusion over his plan to cut taxes and raise public-sector salaries, eroded confidence even more. By November, Santana Lopes's government was so unpopular that President Jorge Sampaio was obliged to dissolve parliament and hold new elections, two years ahead of schedule.

   Parliamentary elections were held on 20 February 2005. The PS, which had promised the electorate disciplined and transparent governance, educational reform, the alleviation of poverty, and a boost in employment, won 45 percent of the vote and the majority of the seats in parliament. The leader of the PS, José Sôcrates became prime minister on 12 March 2005. In the regularly scheduled presidential elections held on 6 January 2006, the former leader of the PSD and prime minister, Aníbal Cavaco Silva, won a narrow victory and became president on 9 March 2006. With a mass protest, public teachers' strike, and street demonstrations in March 2008, Portugal's media, educational, and social systems experienced more severe pressures. With the spreading global recession beginning in September 2008, Portugal's economic and financial systems became more troubled.

    Contemporary Portugal

   Owing to its geographic location on the southwestern most edge of continental Europe, Portugal has been historically in but not of Europe. Almost from the beginning of its existence in the 12th century as an independent monarchy, Portugal turned its back on Europe and oriented itself toward the Atlantic Ocean. After carving out a Christian kingdom on the western portion of the Iberian peninsula, Portuguese kings gradually built and maintained a vast seaborne global empire that became central to the way Portugal understood its individuality as a nation-state. While the creation of this empire allows Portugal to claim an unusual number of "firsts" or distinctions in world and Western history, it also retarded Portugal's economic, social, and political development. It can be reasonably argued that the Revolution of 25 April 1974 was the most decisive event in Portugal's long history because it finally ended Portugal's oceanic mission and view of itself as an imperial power. After the 1974 Revolution, Portugal turned away from its global mission and vigorously reoriented itself toward Europe. Contemporary Portugal is now both in and of Europe.

   The turn toward Europe began immediately after 25 April 1974. Portugal granted independence to its African colonies in 1975. It was admitted to the European Council and took the first steps toward accession to the European Economic Community (EEC) in 1976. On 28 March 1977, the Portuguese government officially applied for EEC membership. Because of Portugal's economic and social backwardness, which would require vast sums of EEC money to overcome, negotiations for membership were long and difficult. Finally, a treaty of accession was signed on 12 June 1985. Portugal officially joined the EEC (the European Union [EU] since 1993) on 1 January 1986. Since becoming a full-fledged member of the EU, Portugal has been steadily overcoming the economic and social underdevelopment caused by its imperial past and is becoming more like the rest of Europe.

   Membership in the EU has speeded up the structural transformation of Portugal's economy, which actually began during the Estado Novo. Investments made by the Estado Novo in Portugal's economy began to shift employment out of the agricultural sector, which, in 1950, accounted for 50 percent of Portugal's economically active population. Today, only 10 percent of the economically active population is employed in the agricultural sector (the highest among EU member states); 30 percent in the industrial sector (also the highest among EU member states); and 60 percent in the service sector (the lowest among EU member states). The economically active population numbers about 5,000,000 employed, 56 percent of whom are women. Women workers are the majority of the workforce in the agricultural and service sectors (the highest among the EU member states). The expansion of the service sector has been primarily in health care and education. Portugal has had the lowest unemployment rates among EU member states, with the overall rate never being more than 10 percent of the active population. Since joining the EU, the number of employers increased from 2.6 percent to 5.8 percent of the active population; self-employed from 16 to 19 percent; and employees from 65 to 70 percent. Twenty-six percent of the employers are women. Unemployment tends to hit younger workers in industry and transportation, women employed in domestic service, workers on short-term contracts, and poorly educated workers. Salaried workers earn only 63 percent of the EU average, and hourly workers only one-third to one-half of that earned by their EU counterparts. Despite having had the second highest growth of gross national product (GNP) per inhabitant (after Ireland) among EU member states, the above data suggest that while much has been accomplished in terms of modernizing the Portuguese economy, much remains to be done to bring Portugal's economy up to the level of the "average" EU member state.

   Membership in the EU has also speeded up changes in Portuguese society. Over the last 30 years, coastalization and urbanization have intensified. Fully 50 percent of Portuguese live in the coastal urban conurbations of Lisbon, Oporto, Braga, Aveiro, Coimbra, Viseu, Évora, and Faro. The Portuguese population is one of the oldest among EU member states (17.3 percent are 65 years of age or older) thanks to a considerable increase in life expectancy at birth (77.87 years for the total population, 74.6 years for men, 81.36 years for women) and one of the lowest birthrates (10.59 births/1,000) in Europe. Family size averages 2.8 persons per household, with the strict nuclear family (one or two generations) in which both parents work being typical. Common law marriages, cohabitating couples, and single-parent households are more and more common. The divorce rate has also increased. "Youth Culture" has developed. The young have their own meeting places, leisure-time activities, and nightlife (bars, clubs, and discos).

   All Portuguese citizens, whether they have contributed or not, have a right to an old-age pension, invalidity benefits, widowed persons' pension, as well as payments for disabilities, children, unemployment, and large families. There is a national minimum wage (€385 per month), which is low by EU standards. The rapid aging of Portugal's population has changed the ratio of contributors to pensioners to 1.7, the lowest in the EU. This has created deficits in Portugal's social security fund.

   The adult literacy rate is about 92 percent. Illiteracy is still found among the elderly. Although universal compulsory education up to grade 9 was achieved in 1980, only 21.2 percent of the population aged 25-64 had undergone secondary education, compared to an EU average of 65.7 percent. Portugal's higher education system currently consists of 14 state universities and 14 private universities, 15 state polytechnic institutions, one Catholic university, and one military academy. All in all, Portugal spends a greater percentage of its state budget on education than most EU member states. Despite this high level of expenditure, the troubled Portuguese education system does not perform well. Early leaving and repetition rates are among the highest among EU member states.

   After the Revolution of 25 April 1974, Portugal created a National Health Service, which today consists of 221 hospitals and 512 medical centers employing 33,751 doctors and 41,799 nurses. Like its education system, Portugal's medical system is inefficient. There are long waiting lists for appointments with specialists and for surgical procedures.

   Structural changes in Portugal's economy and society mean that social life in Portugal is not too different from that in other EU member states. A mass consumption society has been created. Televisions, telephones, refrigerators, cars, music equipment, mobile phones, and personal computers are commonplace. Sixty percent of Portuguese households possess at least one automobile, and 65 percent of Portuguese own their own home. Portuguese citizens are more aware of their legal rights than ever before. This has resulted in a trebling of the number of legal proceeding since 1960 and an eight-fold increase in the number of lawyers. In general, Portuguese society has become more permissive and secular; the Catholic Church and the armed forces are much less influential than in the past. Portugal's population is also much more culturally, religiously, and ethnically diverse, a consequence of the coming to Portugal of hundreds of thousands of immigrants, mainly from former African colonies.

   Portuguese are becoming more cosmopolitan and sophisticated through the impact of world media, the Internet, and the World Wide Web. A prime case in point came in the summer and early fall of 1999, with the extraordinary events in East Timor and the massive Portuguese popular responses. An internationally monitored referendum in East Timor, Portugal's former colony in the Indonesian archipelago and under Indonesian occupation from late 1975 to summer 1999, resulted in a vote of 78.5 percent for rejecting integration with Indonesia and for independence. When Indonesian prointegration gangs, aided by the Indonesian military, responded to the referendum with widespread brutality and threatened to reverse the verdict of the referendum, there was a spontaneous popular outpouring of protest in the cities and towns of Portugal. An avalanche of Portuguese e-mail fell on leaders and groups in the UN and in certain countries around the world as Portugal's diplomats, perhaps to compensate for the weak initial response to Indonesian armed aggression in 1975, called for the protection of East Timor as an independent state and for UN intervention to thwart Indonesian action. Using global communications networks, the Portuguese were able to mobilize UN and world public opinion against Indonesian actions and aided the eventual independence of East Timor on 20 May 2002.

   From the Revolution of 25 April 1974 until the 1990s, Portugal had a large number of political parties, one of the largest Communist parties in western Europe, frequent elections, and endemic cabinet instability. Since the 1990s, the number of political parties has been dramatically reduced and cabinet stability increased. Gradually, the Portuguese electorate has concentrated around two larger parties, the right-of-center Social Democrats (PSD) and the left-of-center Socialist (PS). In the 1980s, these two parties together garnered 65 percent of the vote and 70 percent of the seats in parliament. In 2005, these percentages had risen to 74 percent and 85 percent, respectively. In effect, Portugal is currently a two-party dominant system in which the two largest parties — PS and PSD—alternate in and out of power, not unlike the rotation of the two main political parties (the Regenerators and the Historicals) during the last decades (1850s to 1880s) of the liberal constitutional monarchy. As Portugal's democracy has consolidated, turnout rates for the eligible electorate have declined. In the 1970s, turnout was 85 percent. In Portugal's most recent parliamentary election (2005), turnout had fallen to 65 percent of the eligible electorate.

   Portugal has benefited greatly from membership in the EU, and whatever doubts remain about the price paid for membership, no Portuguese government in the near future can afford to sever this connection. The vast majority of Portuguese citizens see membership in the EU as a "good thing" and strongly believe that Portugal has benefited from membership. Only the Communist Party opposed membership because it reduces national sovereignty, serves the interests of capitalists not workers, and suffers from a democratic deficit. Despite the high level of support for the EU, Portuguese voters are increasingly not voting in elections for the European Parliament, however. Turnout for European Parliament elections fell from 40 percent of the eligible electorate in the 1999 elections to 38 percent in the 2004 elections.

   In sum, Portugal's turn toward Europe has done much to overcome its backwardness. However, despite the economic, social, and political progress made since 1986, Portugal has a long way to go before it can claim to be on a par with the level found even in Spain, much less the rest of western Europe. As Portugal struggles to move from underde-velopment, especially in the rural areas away from the coast, it must keep in mind the perils of too rapid modern development, which could damage two of its most precious assets: its scenery and environment. The growth and future prosperity of the economy will depend on the degree to which the government and the private sector will remain stewards of clean air, soil, water, and other finite resources on which the tourism industry depends and on which Portugal's world image as a unique place to visit rests. Currently, Portugal is investing heavily in renewable energy from solar, wind, and wave power in order to account for about 50 percent of its electricity needs by 2010. Portugal opened the world's largest solar power plant and the world's first commercial wave power farm in 2006.

   An American documentary film on Portugal produced in the 1970s described this little country as having "a Past in Search of a Future." In the years after the Revolution of 25 April 1974, it could be said that Portugal is now living in "a Present in Search of a Future." Increasingly, that future lies in Europe as an active and productive member of the EU.

   For a small country perched on the edge of western Europe but with an early history that began more than 2,000 years ago, there is a vast bibliography extant in many languages. Since general reference works with bibliography on Portugal are few, both principal and minor works are included. In the first edition, works in English, and a variety of Portuguese language works that are counted as significant if not always classic, were included. In the second and third editions, more works in Portuguese are added.

   It is appropriate that most of the works cited in some sections of the bibliograpy are in English, but this pattern should be put in historical perspective. Since the late 1950s, the larger proportion of foreign-language works on Portugal and the Portuguese have been in English. But this was not the case before World War II. As a whole, there were more studies in French, with a smaller number in German, Italian, and Spanish, than in English. Most of the materials published today on all aspects of this topic continue to be in Portuguese, but English-language works have come to outnumber the other non-Portuguese language studies. In addition to books useful to a variety of students, a selection of classic works of use to the visitor, tourist, and foreign resident of Portugal, as well as to those interested in Portuguese communities overseas, have been included.

   Readers will note that publishers' names are omitted from some Portuguese citations as well as from a number of French works. There are several reasons for this. First, in many of the older sources, publishers no longer exist and are difficult to trace. Second, the names of the publishers have been changed in some cases and are also difficult to trace. Third, in many older books and periodicals, printers' names but not publishers were cited, and identifying the publishers is virtually impossible.

   Some recommended classic titles for beginners are in historical studies: José Hermano Saraiva, Portugal: A Companion History (1997); A. H. de Oliveira Marques, History of Portugal (1976 ed.), general country studies in two different historical eras: Sarah Bradford, Portugal (1973) and Marion Kaplan, The Portuguese: The Land and Its People (2002 and later editions); political histories, Antônio de Figueiredo, Portugal: Fifty Years of Dictatorship (1975) and Douglas L. Wheeler, Republican Portugal: A Political History ( 1910-1926) (1978; 1998). On Portugal's Revolution of 25 April 1974 and contemporary history and politics: Kenneth Maxwell, The Making of Portuguese Democracy (1995); Phil Mailer, The Impossible Revolution (1977); Richard A. H. Robinson, Contemporary Portugal: A History (1979); Lawrence S. Graham and Douglas L. Wheeler (eds.), In Search of Modern Portugal: The Revolution and Its Consequences (1983); Lawrence S. Graham and Harry M. Makler (eds.), Contemporary Portugal: The Revolution and its Antecedents (1979). On contemporary Portuguese society, see Antonio Costa Pinto (ed.), Contemporary Portugal: Politics, Society, Culture (2003).

   Enduring works on the history of Portugal's overseas empire include: C. R. Boxer, The Portuguese Seaborne Empire, 1415-1825 (1969 and later editions); and Bailey W. Diffie and George Winius, The Foundations of the Portuguese Empire, 1415-1580 (1977); on Portugal and the Age of Discoveries: Charles Ley (ed.), Portuguese Voyages 1498-1663 (2003). For a new portrait of the country's most celebrated figure of the Age of Discoveries, see Peter Russell, Prince Henry 'The Navigator': A Life (2000). A still useful geographical study about a popular tourist region is Dan Stanislawski's Portugal's Other Kingdom: The Algarve (1963). A fine introduction to a region of rural southern Portugal is José Cutileiro's A Portuguese Rural Society (1971).

   Early travel account classics are Almeida Garrett, Travels in My Homeland (1987) and William Beckford, Recollections of an Excursion to the Monasteries of Alcobaca and Batalha (1969 and later editions). On travel and living in Portugal, see Susan Lowndes Marques and Ann Bridge, The Selective Traveller in Portugal (1968 and later editions); David Wright and Patrick Swift, Lisbon: A Portrait and Guide (1968 and later editions); Sam Ballard and Jane Ballard, Pousadas of Portugal (1986); Richard Hewitt, A Cottage in Portugal (1996);

   Ian Robertson, Portugal: The Blue Guide (1988 and later editions); and Anne de Stoop, Living in Portugal (1995). Fine reads on some colorful, foreign travellers in Portugal are found in Rose Macauley, They Went to Portugal (1946 and later editions) and They Went to Portugal Too (1990). An attractive blend of historical musing and current Portugal is found in Paul Hyland's, Backing Out of the Big World: Voyage to Portugal (1996); Datus Proper's The Last Old Place: A Search through Portugal (1992); and Portugal's 1998 Nobel Prize winner in Literature, José Sarmago, writes in Journey through Portugal (2001).

   For aspects of Portuguese literature in translation, see Aubrey F. G. Bell, The Oxford Book of Portuguese Verse (1952 edition by B. Vidigal); José Maria Eça de Queirós, The Maias (2007 and earlier editions); and José Sara-mago's Baltasar and Blimunda (1985 and later editions), as well as many other novels by this, Portugal's most celebrated living novelist. See also Landeg White's recent translation of the national 16th century epic of Luis de Camóes, The Lusiads (1997). A classic portrait of the arts in Portugal during the country's imperial age is Robert C. Smith's The Art of Portugal, 1500-1800 (1968).

   For those who plan to conduct research in Portugal, the premier collection of printed books, periodicals, and manuscripts is housed in the country's national library, the Biblioteca Nacional de Lisboa, in Lisbon. Other important collections are found in the libraries of the major universities in Coimbra, Lisbon, and Oporto, and in a number of foundations and societies. For the history of the former colonial empire, the best collection of printed materials remains in the library of Lisbon's historic Geography Society, the Sociedade de Geografia de Lisboa, Lisbon; and for documents there is the state-run colonial archives, the Arquivo Historico Ultramarino, in Restelo, near Lisbon. Other government records are deposited in official archives, such as those for foreign relations in the archives of the Ministry of Foreign Affairs, housed in Necessidades Palace, Lisbon.

   For researchers in North America, the best collections of printed materials on Portugal are housed in the Library of Congress, Washington, D.C.; New York Public Library, New York City; Newberry Library, Chicago, Illinois; and in university libraries including those of Harvard, Yale, Johns Hopkins, Brown, Indiana, Illinois, University of California at Los Angeles, University of California - Berkeley, University of California - Santa Barbara, Stanford, Florida State, Duke, University of New Hampshire, Durham, University of Toronto, University of Ottawa, McGill, and University of British Columbia. Records dealing with Portuguese affairs are found in U.S. government archives, including, for instance, those in the National Archives and Record Service (NARS), housed in Washington, D.C.

   BIBLIOGRAPHIES

   ■ Academia Portuguesa de História. Guia Bibliográfica Histórica Portuguesa. Vol. I-?. Lisbon, 1954-.

   ■ Anselmo, Antônio Joaquim. Bibliografia das bibliografias portuguesas. Lisbon: Biblioteca Nacional, 1923.

   ■ Bell, Aubrey F. G. Portuguese Bibliography. Oxford: Oxford University Press, 1922.

   ■ Borchardt, Paul. La Bibliographie de l'Angola, 1500-1900. Brussels, 1912. Chilcote, Ronald H., ed. and comp. The Portuguese Revolution of 25 April 1974. Annotated bibliography on the antecedents and aftermath. Coimbra: Centro de Documentação 25 de Abril, Universidade de Coimbra, 1987. Cintra, Maria Adelaide Valle. Bibliografia de textos medievais portugueses. Lisbon: Centro de Estudos Filolôgicos, 1960.

   ■ Costa, Mário. Bibliografia Geral de Moçambique. Lisbon, 1945. Coutinho, Bernardo Xavier da Costa. Bibliographie franco-portugaise: Essai d'une bibliographie chronologique de livres français sur le Portugal. Oporto: Lopes da Silva, 1939.

   ■ Diffie, Bailey W. "A Bibliography of the Principal Published Guides to Portuguese Archives and Libraries," Proceedings of the International Colloquium on Luso-Brazilian Studies. Nashville, Tenn., 1953. Gallagher, Tom. Dictatorial Portugal, 1926-1974: A Bibliography. Durham, N.H.: International Conference Group on Portugal, 1979.

   ■ Gibson, Mary Jane. Portuguese Africa: A Guide to Official Publications. Washington, D.C.: Library of Congress, 1967. Greenlee, William B. "A Descriptive Bibliography of the History of Portugal." Hispanic American Historical Review XX (August 1940): 491-516. Gulbenkian, Fundação Calouste. Boletim Internacional de Bibliografia Luso-Brasileira. Vol. 1-15. Lisbon, 1960-74.

   ■ Instituto Camoes. Faculdade de Letras da Universidade De Coimbra. Repertorio Bibliografico da Historiografia Portuguesa ( 1974-1994). Coimbra:

   ■ Instituto Camoes; Universidade de Coimbra, 1995. Junta De Investigações Científicas Do Ultramar. Bibliografia Da Junta De Investigações Científicas Do Ultramar Sobre Ciências Humanas E Sociais. Lisbon: Junta de Investigações Científicas Do Ultramar, 1975. Kettenring, Norman E., comp. A Bibliography of Theses and Dissertations on Portuguese Topics Completed in the United States and Canada, 1861-1983.

   ■ Durham, N.H.: International Conference Group on Portugal, 1984. Kunoff, Hugo. Portuguese Literature from Its Origins to 1990: A Bibliography Based on the Collections at Indiana University. Metuchen, N.J.: Scarecrow Press, 1994.

   ■ Laidlar, John. Lisbon. World Bibliographical Series, Vol. 199. Oxford: ABC-Clio, 1997.. Portugal. World Bibliographical Series, Vol. 71, rev. ed. Oxford: ABC-Clio, 2000.

   ■ Lomax, William. Revolution in Portugal: 1974-1976. A Bibliography. Durham, N.H.: International Conference Group on Portugal, 1978.

   ■ McCarthy, Joseph M. Guinea-Bissau and Cape Verde Islands: A Comprehensive Bibliography. New York: Garland, 1977.

   ■ Moniz, Miguel. Azores. World Bibliographical Series, Vol. 221. Oxford: ABC-Clio, 1999.

   ■ Nunes, José Lúcio, and José Júlio Gonçalves. Bibliografia Histórico-Militar do Ultramar Portugües. Lisbon, 1956. Pélissier, René. Bibliographies sur l'Afrique Luso-Hispanophone 1800-1890.

   ■ Orgeval, France: 1980. Portuguese Studies. London. 1984-. Annual.

   ■ Portuguese Studies Newsletter. No. 1-23 (1976-90). Durham, N.H.: International Conference Group on Portugal. Semiannual.

   ■ Portuguese Studies Review. Vols. 1-9 (1991-2001). Durham, N.H.: International Conference Group on Portugal. Semi-Annual.. Vols. 10- (2002-). Durham, N.H.: Trent University; Peterborough, Ontario, Canada.

   ■ Rocha, Natércia. Bibliografia geral da Literatura Portuguesa para Crianças. Lisbon: Edit. Comunicação, 1987.

   ■ Rogers, Francis Millet, and David T. Haberly. Brazil, Portugal and Other Portuguese-Speaking Lands: A List of Books Primarily in English. Cambridge, Mass.: Harvard University Press, 1968.

   ■ Santos, Manuel dos. Bibliografia geral ou descrição bibliográfica de livros tantos de autores portugueses como brasileiros e muitos outras nacionalidades, impressos desde o século XV até à actualidade, 2 vols. Lisbon, 1914-25.

   ■ Silva, J. Donald. A Bibliography on the Madeira Islands. Durham, N.H.: International Conference Group on Portugal, 1987.

   ■ Teixeira, Carlos, and G. Lavigne. Os portugueses no Canadá: Uma bibliografia ( 1953-1996). Lisbon: Direção-Geral dos Assuntos Consulares e Comunidades Portuguesas, 1998.

   ■ University of Coimbra, Faculty of Letters. Bibliografia Anual de História de Portugal. Vol. 1. [sources published beginning in 1989- ] Coimbra: Grupo de História; Faculdade de Letras; Universidade de Coimbra, 1992-.

   ■ Unwin, P. T. H., comp. Portugal. World Bibliographical Series, Vol. 71. Oxford, U.K.: ABC-Clio Press, 1987.

   ■ Viera, David J., et al., comp. The Portuguese in the United States ( Supplement to the 1976 Leo Pap Bibliography). Durham, N.H.: International Conference Group on Portugal, 1990.

   ■ Welsh, Doris Varner, comp. A Catalogue of the William B. Greenlee Collection of Portuguese History and Literature and the Portuguese Materials in the Newberry Library. Chicago: Newberry Library, 1953.

   ■ Wiarda, Iêda Siqueira, ed. The Handbook of Portuguese Studies. Washington, D.C.: Xlibris, 2000.

   ■ Wilgus, A. Curtis. Latin America, Spain & Portugal: A Selected & Annotated Bibliographical Guide to Books Published 1954-1974. Metuchen, N.J.: Scarecrow Press, 1977.

   ■ Winius, George. "Bibliographical Essay: A Treasury of Printed Source Materials Pertaining to the XV and XVI Centuries." In George Winius, ed., Portugal, the Pathfinder: Journeys from the Medieval toward the Modern World, 1300-ca. 1600, 373-401. Madison, Wis.: Hispanic Seminary of Medieval Studies, 1995.

   ■ PERIODICALS RELATING TO PORTUGAL

   ■ Africana. Oporto. Semiannual.

   ■ Africa Report. New York. Monthly or bimonthly.

   ■ Africa Today. Denver, Colo. Quarterly.

   ■ Agenda Cultural. Lisbon. Monthly.

   ■ Almanaque do Exército. Lisbon, 1912-40.

   ■ American Historical Review. Washington, D.C. Quarterly.

   ■ Anais da Académia Portuguesa da História. Lisbon.

   ■ Anais das Bibliotecas e Arquivos. Lisbon. Annual.

   ■ Análise do sector público administrativo e empresarial. Lisbon. Quarterly. Análise Social. Lisbon. Quarterly.

   ■ Anglo-Portuguese News. Monte Estoril and Lisbon. 1937-2003. Biweekly and weekly.

   ■ Antropológicas. Oporto. 1998-. Semiannual. Anuário Católico de Portugal. Lisbon. Annual.

   ■ Archipélago. Revista do Instituto Universitário dos Açores. Punta Delgado. Semiannual. Architectural Digest. New York. Monthly. Archivum. Paris. Quarterly. Arqueologia. Oporto. Annual.

   ■ Arqueólogo Portugües, O. Lisbon. 1958-. Semiannual Arquivo das Colónias. Lisbon. 1917-33. Arquivo de Beja. Beja. Annual. Arquivo Histórico Portuguez. Lisbon.

   ■ Arquivos da Memória. Lisbon. 1997-. Semiannual.

   ■ Arquivos do Centro Cultural Portugües [Fundação Gulbenkian, Paris]. Paris. Annual.

   ■ Avante! Lisbon. Portuguese Communist Party. Daily. Biblos. Lisbon. Semiannual.

   ■ Boletim da Academia Internacional da Cultura Portuguesa. Lisbon. Boletim da Agência Geral das Colónias. Lisbon.

   ■ Boletim da Sociedade de Geografia de Lisboa. Lisbon Quarterly; Bimonthly.

   ■ Boletim da Sociedade Geológica de Portugal. Oporto. Annual.

   ■ Boletim de Estudos Operários. Lisbon. Semiannual.

   ■ Boletim do Arquivo Histórico Militar. Lisbon. Semiannual.

   ■ Boletim do Instituto Histórico da Ilha Terceira. Angra do Heroismo, Terceira, Azores Islands. Semiannual. Boletim Geral do Ultramar. Lisbon. Bracara Augusta. Braga. Brigantia. Lisbon. 1990-. Semiannual.

   ■ British Bulletin of Publications on Latin America... Portugal and Spain. London. 1949-. Semiannual. British Historical Society of Portugal. Annual Report and Review. Lisbon. Brotéria. Lisbon. Quarterly. Bulletin des Etudes Portugaises. Paris. Quarterly.

   ■ Bulletin des Etudes Portugaises et de l'Institut Français au Portugal. Lisbon. Annual.

   ■ Cadernos de Arqueologia. Braga. Semiannual and annual. Monographs.

   ■ Cadernos do Noroeste. Braga, University of Minho. Semiannual.

   ■ Camões Center Quarterly. New York.

   ■ Capital, A. Lisbon. Daily newspaper.

   ■ Clio. Lisbon. 1996-. Annual.

   ■ Clio-Arqueologia. Lisbon. 1983-. Annual.

   ■ Colóquio/ Artes. Lisbon. Gulbenkian Foundation. Quarterly.

   ■ Colóquio/ Letras. Lisbon. Gulbenkian Foundation. Quarterly.

   ■ Conimbriga. Coimbra.

   ■ Cultura. London. Quarterly.

   ■ Democracia e Liberdade. Lisbon. Semiannual.

   ■ Dia, O. Lisbon. Daily newspaper.

   ■ Diário da Assembleia Nacional e Constituente. Lisbon. 1911.

   ■ Diário da Câmara de Deputados. Lisbon. 1911-26.

   ■ Diário de Lisboa. Lisbon. Daily newspaper.

   ■ Diário de Notícias. Lisbon. Daily newspaper of record.

   ■ Diário do Governo. Lisbon. 1910-74.

   ■ Diário do Senado. Lisbon. 1911-26.

   ■ Documentos. Centro de Documentação 25 de Abril. Coimbra. Quarterly.

   ■ E-Journal of Portuguese History. Providence, R.I. Quarterly.

   ■ Economia. Lisbon. Quarterly.

   ■ Economia e Finanças. Lisbon. Semiannual.

   ■ Economia e Sociologia. Lisbon. Quarterly.

   ■ Economist, The. London. Weekly magazine.

   ■ Estratégia Internacional. Lisbon.

   ■ Estudos Contemporâneos. Lisbon.

   ■ Estudos de economia. Lisbon. Semiannual.

   ■ Estudos históricos e económicos. Oporto. Semiannual.

   ■ Estudos Medievais. Lisbon. Semiannual.

   ■ Estudos Orientais. Lisbon, 1990. Semiannual.

   ■ Ethnologia. Lisbon. Semiannual.

   ■ Ethnologie Française. Paris. Quarterly.

   ■ Ethnos. Lisbon. Semiannual.

   ■ European History Quarterly. Lancaster, U.K., 1970-. Quarterly.

   ■ Expresso. Lisbon. 1973-. Weekly newspaper.

   ■ Facts and Reports. Amsterdam. Collected press clippings.

   ■ Financial Times. London. Daily; special supplements on Portugal.

   ■ Finisterra. Lisbon. Quarterly.

   ■ Flama. Lisbon. Monthly magazine.

   ■ Garcia de Orta. Lisbon. Quarterly.

   ■ Gaya. Oporto. Semiannual.

   ■ Geographica: Revista da Sociedade de Geografia de Lisboa. Lisbon. Quarterly.

   ■ Hispania. USA. Quarterly.

   ■ Hispania Antiqua. Madrid. Semiannual.

   ■ Hispanic American Historical Review. Chapel Hill, N.C. Quarterly. História. Lisbon. Monthly.

   ■ Iberian Studies. Nottingham, U.K. Quarterly or Semiannual.

   ■ Indicadores económicos. Lisbon. Bank of Portugal. Monthly. Ingenium. Revista da Ordem dos Engenheiros. Lisbon. Semiannual.

   ■ International Journal of Iberian Studies. London and Glasgow, 1987-. Semiannual.

   ■ Illustração Portugueza. Lisbon. 1911-1930s. Magazine. Instituto, O. Coimbra. Annual.

   ■ Itinerário. Leiden (Netherlands). 1976-. Semiannual. Jornal, O. Lisbon. Weekly newspaper. Jornal de Letras, O. Lisbon. Weekly culture supplement. Jornal do Fundão. Fundão, Beira Alta. Weekly newspaper. Journal of European Economic History. Quarterly.

   ■ Journal of Modern History. Chicago, Ill. Quarterly.

   ■ Journal of Southern European Society & Politics. Athens, Greece. 1995-. Quarterly.

   ■ Journal of the American Portuguese Culture Society. New York. 1966-81. Semiannual or annual. Ler História. Lisbon. Quarterly. Lisboa: Revista Municipal. Lisbon. Quarterly.

   ■ Lusíada: Revista trimestral de ciência e cultura. Lisbon. 1989-. Three times a year.

   ■ Lusitania Sacra. Lisbon. Quarterly.

   ■ Luso-Americano, O. Newark, N.J. Weekly newspaper.

   ■ Luso-Brazilian Review. Madison, Wisc. 1964-. Semiannual.

   ■ Lusotopie. Paris. 1995-. Annual.

   ■ Nova economia. Lisbon. Semiannual.

   ■ Numismática. Lisbon. Semiannual.

   ■ Oceanos. Lisbon. Bimonthly.

   ■ Ocidente. Lisbon. Monthly.

   ■ Olisipo. Lisbon. Semiannual.

   ■ Ordem do Exército. Lisbon. 1926-74. Monthly.

   ■ Penélope. Lisbon. Semiannual.

   ■ Política Internacional. Lisbon. 1990-. Quarterly.

   ■ Portugal. Annuário Estatístico do Ultramar. Lisbon. 1950-74.

   ■ Portugal em Africa. Lisbon. 1894-1910. Bimonthly.

   ■ Portugal socialista. Lisbon. Semiannual.

   ■ Portugália. Lisbon. Semiannual.

   ■ Portuguese & Colonial Bulletin. London. 1961-74. Quarterly. Portuguese Studies. London. 1985-. Annual.

   ■ Portuguese Studies Newsletter. Durham, N.H. 1976-90. Semiannual.

   ■ Portuguese Studies Review. Durham, N.H. 1991-2001; Trent, Ont. 2002-. Semiannual.

   ■ Portuguese Times. New Bedford, Mass. Weekly newspaper.

   ■ Povo Livre. Lisbon. Monthly.

   ■ Primeiro do Janeiro. Oporto. Daily newspaper.

   ■ Quaderni Portoghesi. Rome. 1974-. Semiannual.

   ■ Race. A Journal of Race and Group Relations. London. Quarterly.

   ■ Recherches en Anthropologie au Portugal. Paris. 1995-. Annual.

   ■ República, A. Lisbon. Daily newspaper.

   ■ Revista Crítica de Ciências Sociais. Coimbra. Quarterly.

   ■ Revista da Biblioteca Nacional. Lisbon. Quarterly.

   ■ Revista da Faculdade de Direito da Universidade de Lisboa. Lisbon. Quarterly.

   ■ Revista da Faculdade de Letras. Lisbon. Quarterly. Revista da Faculdade de Letras. Oporto. Semiannual. Revista da Universidade de Coimbra. Coimbra. Quarterly. Revista de Ciência Política. Lisbon. Semiannual. Revista de Ciências Agrárias. Lisbon. Semiannual. Revista de Economia. Lisbon. 1953-. Three times a year. Revista de Estudos Anglo-Portugueses. Lisbon. Annual. Revista de Estudos Históricos. Rio de Janeiro. Semiannual. Revista de Guimarães. Guimarães. Semiannual. Revista de História. São Paulo, Brazil. Semiannual. Revista de História Económica e Social. Oporto. Semiannual. Revista de Infanteria. Lisbon. Quarterly.

   ■ Revista Internacional de Estudos Africanos. Lisbon. Semiannual.

   ■ Revista Lusitana. Lisbon. Quarterly.

   ■ Revista Militar. Lisbon. Quarterly.

   ■ Revista Portuguesa de História. Coimbra. Quarterly.

   ■ Revue Geographique des Pyrenees et du Sud-Ouest. Paris. Semiannual.

   ■ Sábado. Lisbon. Weekly news magazine.

   ■ Seara Nova. Lisbon. 1921-. Bimonthly.

   ■ Século, O. Lisbon. Daily Newspaper.

   ■ Selecções do Readers Digest. Lisbon. Monthly.

   ■ Semanário económico. Lisbon. Weekly.

   ■ Setúbal arqueologica. Setúbal. Semiannual.

   ■ Sigila. Paris. 1998-. Semiannual.

   ■ Sintria. Sintra. Annual.

   ■ Sociedade e Território. Revista de estudos urbanos e regionais. Oporto. 1986-. Quarterly.

   ■ Studia. Lisbon. Quarterly.

   ■ Studies in the History of Gardens and Designed Landscapes. New York. Quarterly.

   ■ Studium Generale. Oporto. Quarterly.

   ■ Tempo, O. Lisbon. Daily newspaper.

   ■ Tempo e o Modo, O. Lisbon. 1968-74. Quarterly.

   ■ Trabalhos da Sociedade Portuguesa de Antropologia. Oporto. Semiannual.

   ■ Trabalhos de Antropologia E Etnologia. Lisbon. Semiannual.

   ■ Trabalhos de Arqueologia. Lisbon. Annual.

   ■ Translation. New York. Quarterly.

   ■ Ultramar. Lisbon. 1960-71. Quarterly.

   ■ Veja. São Paulo. Weekly news magazine.

   ■ Veleia. Lisbon. Semiannual.

   ■ Vida Mundial. Lisbon. Weekly news magazine.

   ■ West European Politics. London. Quarterly.

  15,000-3,000 BCE Paleolithic cultures in western Portugal.

  400-200 BCE Greek and Carthaginian trade settlements on coast.

  202 BCE Roman armies invade ancient Lusitania.

  137 BCE Intensive Romanization of Lusitania begins.

  410 CE Germanic tribes — Suevi and Visigoths—begin conquest of Roman Lusitania and Galicia.

  714—16 Muslims begin conquest of Visigothic Lusitania.

  1034 Christian Reconquest frontier reaches Mondego River.

  1064 Christians conquer Coimbra.

  1139 Burgundian Count Afonso Henriques proclaims himself king of Portugal; birth of Portugal. Battle of Ourique: Afonso Henriques defeats Muslims.

  1147 With English Crusaders' help, Portuguese seize Lisbon from Muslims.

  1179 Papacy formally recognizes Portugal's independence (Pope Alexander III).

  1226 Campaign to reclaim Alentejo from Muslims begins.

  1249 Last Muslim city (Silves) falls to Portuguese Army.

  1381 Beginning of third war between Castile and Portugal.

  1383 Master of Aviz, João, proclaimed regent by Lisbon populace.

  1385 April: Master of Aviz, João I, proclaimed king of Portugal by Cortes of Coimbra. 14 August: Battle of Aljubarrota, Castilians defeated by royal forces, with assistance of English army.

  1394 Birth of "Prince Henry the Navigator," son of King João I.

  1415 Beginning of overseas expansion as Portugal captures Moroccan city of Ceuta.

  1419 Discovery of Madeira Islands.

  1425-28 Prince D. Pedro, older brother of Prince Henry, travels in Europe.

  1427 Discovery (or rediscovery?) of Azores Islands.

  1434 Prince Henry the Navigator's ships pass beyond Cape Bojador, West Africa.

  1437 Disaster at Tangier, Morocco, as Portuguese fail to capture city.

  1441 First African slaves from western Africa reach Portugal.

  1460 Death of Prince Henry. Portuguese reach what is now Senegal, West Africa.

  1470s Portuguese explore West African coast and reach what is now Ghana and Nigeria and begin colonizing islands of São Tomé and Príncipe.

  1479 Treaty of Alcáçovas between kings of Portugal and Spain.

  1482 Portuguese establish post at São Jorge da Mina, Gold Coast (now Ghana).

  1482-83 Portuguese navigator Diogo Cão reaches mouth of Congo River and Angola.

  1488 Navigator Bartolomeu Dias rounds Cape of Good Hope, South Africa, and finds route to Indian Ocean.

  1492-93 Columbus's first voyage to West Indies.

  1493 Columbus visits Azores and Portugal on return from first voyage; tells of discovery of New World. Treaty of Tordesillas signed between kings of Portugal and Spain: delimits spheres of conquest with line 370 leagues west of Cape Verde Islands (claimed by Portugal); Portugal's sphere to east of line includes, in effect, Brazil.

   King Manuel I and Royal Council decide to continue seeking all-water route around Africa to Asia.

   King Manuel I expels unconverted Jews from Portugal.

  1497-99 Epic voyage of Vasco da Gama from Portugal around Africa to west India, successful completion of sea route to Asia project; da Gama returns to Portugal with samples of Asian spices.

  1500 Bound for India, Navigator Pedro Álvares Cabral "discovers" coast of Brazil and claims it for Portugal.

  1506 Anti-Jewish riots in Lisbon.

   Battle of Diu, India; Portugal's command of Indian Ocean assured for some time with Francisco de Almeida's naval victory over Egyptian and Gujerati fleets.

   Afonso de Albuquerque conquers Goa, India; beginning of Portuguese hegemony in south Asia.

   Portuguese conquest of Malacca; commerce in Spice Islands.

  1519 Magellan begins circumnavigation voyage.

  1536 Inquisition begins in Portugal.

  1543 Portuguese merchants reach Japan.

  1557 Portuguese merchants granted Chinese territory of Macau for trading factory.

  1572 Luís de Camões publishes epic poem, Os Lusíadas.

  1578 Battle of Alcácer-Quivir; Moroccan forces defeat army of King Sebastião of Portugal; King Sebastião dies in battle. Portuguese succession crisis.

  1580 King Phillip II of Spain claims and conquers Portugal; Spanish rule of Portugal, 1580-1640.

  1607-24 Dutch conquer sections of Asia and Brazil formerly held by Portugal.

  1640 1 December: Portuguese revolution in Lisbon overthrows Spanish rule, restores independence. Beginning of Portugal's Braganza royal dynasty.

  1654 Following Dutch invasions and conquest of parts of Brazil and Angola, Dutch expelled by force.

  1661 Anglo-Portuguese Alliance treaty signed: England pledges to defend Portugal "as if it were England itself." Queen Catherine of Bra-ganza marries England's Charles II.

  1668 February: In Portuguese-Spanish peace treaty, Spain recognizes independence of Portugal, thus ending 28-year War of Restoration.

  1703 Methuen Treaties signed, key commercial trade agreement and defense treaty between England and Portugal.

  1750 Pombal becomes chief minister of King José I.

  1755 1 November: Massive Lisbon earthquake, tidal wave, and fire.

  1759 Expulsion of Jesuits from Portugal and colonies.

  1761 Slavery abolished in continental Portugal.

  1769 Abandonment of Mazagão, Morocco, last Portuguese outpost.

  1777 Pombal dismissed as chief minister by Queen Maria I, after death of José I.

  1791 Portugal and United States establish full diplomatic relations.

  1807 November: First Napoleonic invasion; French forces under Junot conquer Portugal. Royal family flees to colony of Brazil and remains there until 1821.

  1809 Second French invasion of Portugal under General Soult.

  1811 Third French invasion of Portugal under General Masséna.

  1813 Following British general Wellington's military victories, French forces evacuate Portugal.

  1817 Liberal, constitutional movements against absolutist monarchist rule break out in Brazil (Pernambuco) and Portugal (Lisbon, under General Gomes Freire); crushed by government. British marshal of Portugal's army, Beresford, rules Portugal.

   Liberal insurrection in army officer corps breaks out in Cadiz, Spain, and influences similar movement in Portugal's armed forces first in Oporto.

   King João VI returns from Rio de Janeiro, Brazil, and early draft of constitution; era of constitutional monarchy begins.

  1822 7 September: João VI's son Pedro proclaims independence of

   Brazil from Portugal and is named emperor. 23 September: Constitution of 1822 ratified.

   Portugal recognizes sovereign independence of Brazil.

   King João VI dies; power struggle for throne ensues between his sons, brothers Pedro and Miguel; Pedro, emperor of Brazil, abdicates Portuguese throne in favor of his daughter, D. Maria II, too young to assume crown. By agreement, Miguel, uncle of D. Maria, is to accept constitution and rule in her stead.

  1828 Miguel takes throne and abolishes constitution. Sections of Portugal rebel against Miguelite rule.

  1831 Emperor Pedro abdicates throne of Brazil and returns to Portugal to expel King Miguel from Portuguese throne.

  1832-34 Civil war between absolutist King Miguel and constitutionalist Pedro, who abandons throne of Brazil to restore his young daughter Maria to throne of Portugal; Miguel's armed forces defeated by those of Pedro. Miguel leaves for exile and constitution (1826 Charter) is restored.

  1834-53 Constitutional monarchy consolidated under rule of Queen Maria II, who dies in 1853.

  1851-71 Regeneration period of economic development and political stability; public works projects sponsored by Minister Fontes Pereira de Melo.

  1871-90 Rotativism period of alternating party governments; achieves political stability and less military intervention in politics and government. Expansion of colonial territory in tropical Africa.

   January: Following territorial dispute in central Africa, Britain delivers "Ultimatum" to Portugal demanding withdrawal of Portugal's forces from what is now Malawi and Zimbabwe. Portugal's government, humiliated in accepting demand under threat of a diplomatic break, falls. Beginning of governmental and political instability; monarchist decline and republicanism's rise.

   Anglo-Portuguese treaties signed relating to delimitation of frontiers in colonial Africa.

  1899 Treaty of Windsor; renewal of Anglo-Portuguese defense and friendship alliance.

  1903 Triumphal visit of King Edward VII to Portugal.

  1906 Politician João Franco supported by King Carlos I in dictatorship to restore order and reform.

  1908 1 February: Murder in Lisbon of King Carlos I and his heir apparent, Prince Dom Luís, by Portuguese anarchists. Eighteen-year-old King Manuel II assumes throne.

  1910 3-5 October: Following republican-led military insurrection in armed forces, monarchy falls and first Portuguese republic is proclaimed. Beginning of unstable, economically troubled, parliamentary republic form of government.

   May: Violent insurrection in Lisbon overturns government of General Pimenta de Castro; nearly a thousand casualties from several days of armed combat in capital.

   March: Following Portugal's honoring ally Britain's request to confiscate German shipping in Portuguese harbors, Germany declares war on Portugal; Portugal enters World War I on Allied side.

   Portugal organizes and dispatches Portuguese Expeditionary Corps to fight on the Western Front. 9 April: Portuguese forces mauled by German offensive in Battle of Lys. Food rationing and riots in Lisbon. Portuguese military operations in Mozambique against German expedition's invasion from German East Africa. 5 December: Authoritarian, presidentialist government under Major Sidónio Pais takes power in Lisbon, following a successful military coup.

  1918 11 November: Armistice brings cessation of hostilities on Western Front in World War I. Portuguese expeditionary forces stationed in Angola, Mozambique, and Flanders begin return trip to Portugal. 14 December: President Sidónio Pais assassinated. Chaotic period of ephemeral civil war ensues.

  1919-21 Excessively unstable political period, including January

  1919 abortive effort of Portuguese monarchists to restore Braganza dynasty to power. Republican forces prevail, but level of public violence, economic distress, and deprivation remains high.

  1921 October: Political violence attains peak with murder of former prime minister and other prominent political figures in Lisbon. Sectors of armed forces and Guarda Nacional Republicana are mutinous. Year of financial and corruption scandals, including Portuguese bank note (fraud) case; military court acquits guilty military insurrectionists, and one military judge declares "the country is sick."

   28 May: Republic overthrown by military coup or pronunciamento and conspiracy among officer corps. Parliament's doors locked and parliament closed for nearly nine years to January 1935. End of parliamentary republic, Western Europe's most unstable political system in this century, beginning of the Portuguese dictatorship, after 1930 known as the Estado Novo. Officer corps assumes reins of government, initiates military censorship of the press, and suppresses opposition.

   February: Military dictatorship under General Óscar Carmona crushes failed republican armed insurrection in Oporto and Lisbon.

   April: Military dictatorship names Professor Antônio de Oliveira Salazar minister of finance, with dictatorial powers over budget, to stabilize finances and rebuild economy. Insurrectionism among military elements continues into 1931.

  1930 Dr. Salazar named minister for colonies and announces balanced budgets. Salazar consolidates support by various means, including creation of official regime "movement," the National Union. Salazar engineers Colonial Act to ensure Lisbon's control of bankrupt African colonies by means of new fiscal controls and centralization of authority. July: Military dictatorship names Salazar prime minister for first time, and cabinet composition undergoes civilianization; academic colleagues and protégés plan conservative reform and rejuvenation of society, polity, and economy. Regime comes to be called the Estado Novo (New State). New State's constitution ratified by new parliament, the National Assembly; Portugal described in document as "unitary, corporative Republic" and governance influenced by Salazar's stern personality and doctrines such as integralism, Catholicism, and fiscal conservatism.

  1936 Violent instability and ensuing civil war in neighboring Spain, soon internationalized by fascist and communist intervention, shake Estado Novo regime. Pseudofascist period of regime features creation of imitation Fascist institutions to defend regime from leftist threats; Portugal institutes "Portuguese Youth" and "Portuguese Legion."

  1939 3 September: Prime Minister Salazar declares Portugal's neutrality in World War II. October: Anglo-Portuguese agreement grants naval and air base facilities to Britain and later to United States for Battle of the Atlantic and Normandy invasion support. Third Reich protests breach of Portugal's neutrality.

   6 June: On day of Allies' Normandy invasion, Portugal suspends mining and export of wolfram ore to both sides in war.

   8 May: Popular celebrations of Allied victory and Fascist defeat in Lisbon and Oporto coincide with Victory in Europe Day. Following managed elections for Estado Novo's National Assembly in November, regime police, renamed PIDE, with increased powers, represses opposition.

  1947 Abortive military coup in central Portugal easily crushed by regime. Independence of India and initiation of Indian protests against Portuguese colonial rule in Goa and other enclaves.

  1949 Portugal becomes founding member of NATO.

  1951 Portugal alters constitution and renames overseas colonies "Overseas Provinces." Portugal and United States sign military base agreements for use of air and naval facilities in Azores Islands and military aid to Lisbon. President Carmona dies in office, succeeded by General Craveiro Lopes (1951-58). July: Indians occupy enclave of Portuguese India (dependency of Damão) by means of passive resistance movement. August: Indian passive resistance movement in Portuguese India repelled by Portuguese forces with loss of life. December: With U.S. backing, Portugal admitted as member of United Nations (along with Spain). Air force general Humberto Delgado, in opposition, challenges Estado Novo's hand-picked successor to Craveiro Lopes, Admiral Américo Tomás. Delgado rallies coalition of democratic, liberal, and communist opposition but loses rigged election and later flees to exile in Brazil. Portugal joins European Free Trade Association (EFTA).

   January and February: Estado Novo rocked by armed African insurrection in northern Angola, crushed by armed forces. Hijacking of Portuguese ocean liner by ally of Delgado, Captain Henrique Galvão. April: Salazar defeats attempted military coup and reshuffles cabinet with group of younger figures who seek to reform colonial rule and strengthen the regime's image abroad. 18 December: Indian army rapidly defeats Portugal's defense force in Goa, Damão, and Diu and incorporates Portugal's Indian possessions into Indian Union. January: Abortive military coup in Beja, Portugal.

  1965 February: General Delgado and his Brazilian secretary murdered and secretly buried near Spanish frontier by political police, PIDE.

  1968 August and September: Prime Minister Salazar, aged 79, suffers crippling stoke. President Tomás names former cabinet officer Marcello Caetano as Salazar's successor. Caetano institutes modest reforms in Portugal and overseas.

  1971 Caetano government ratifies amended constitution that allows slight devolution and autonomy to overseas provinces in Africa and Asia. Right-wing loyalists oppose reforms in Portugal. 25 April: Military coup engineered by Armed Forces Movement overthrows Estado Novo and establishes provisional government emphasizing democratization, development, and decolonization. Limited resistance by loyalists. President Tomás and Premier Caetano flown to exile first in Madeira and then in Brazil. General Spínola appointed president. September: Revolution moves to left, as President Spínola, thwarted in his program, resigns.

   March: Military coup by conservative forces fails, and leftist response includes nationalization of major portion of economy. Polarization between forces and parties of left and right. 25 November: Military coup by moderate military elements thwarts leftist forces. Constituent Assembly prepares constitution. Revolution moves from left to center and then right.

   March: Constitution ratified by Assembly of the Republic. 25 April: Second general legislative election gives largest share of seats to Socialist Party (PS). Former oppositionist lawyer, Mário Soares, elected deputy and named prime minister.

  1977-85 Political pendulum of democratic Portugal moves from center-left to center-right, as Social Democratic Party (PSD) increases hold on assembly and take office under Prime Minister Cavaco Silva. July

  1985 elections give edge to PSD who advocate strong free-enterprise measures and revision of leftist-generated 1976 Constitution, amended modestly in 1982.

  1986 January: Portugal joins European Economic Community (EEC).

  1987 July: General, legislative elections for assembly give more than 50 percent to PSD led by Prime Minister Cavaco Silva. For first time, since 1974, Portugal has a working majority government.

  1989 June: Following revisions of 1976 Constitution, reprivatization of economy begins, under PS government.

   January: Presidential elections, Mário Soares reelected for second term. July: General, legislative elections for assembly result in new PSD victory and majority government.

   January-July: Portugal holds presidency of the Council of the European Economic Community (EEC). December: Tariff barriers fall as fully integrated Common Market established in the EEC.

   November: Treaty of Maastricht comes into force. The EEC officially becomes the European Union (EU). Portugal is signatory with 11 other member-nations.

   October: General, legislative elections for assembly result in PS victory and naming of Prime Minister Guterres. PS replace PSD as leading political party. November: Excavations for Lisbon bank uncover ancient Phoenician, Roman, and Christian ruins.

   January: General, presidential elections; socialist Jorge Sampaio defeats PSD's Cavaco Silva and assumes presidency from Dr. Mário Soares. July: Community of Portuguese Languages Countries (CPLP) cofounded by Portugal and Brazil.

   May-September: Expo '98 held in Lisbon. Opening of Vasco da Gama Bridge across Tagus River, Europe's longest (17 kilometers/ 11 miles). June: National referendum on abortion law change defeated after low voter turnout. November: National referendum on regionaliza-tion and devolution of power defeated after another low voter turnout.

   October: General, legislative elections: PS victory over PSD lacks clear majority in parliament. Following East Timor referendum, which votes for independence and withdrawal of Indonesia, outburst of popular outrage in streets, media, and communications of Portugal approves armed intervention and administration of United Nations (and withdrawal of Indonesia) in East Timor. Portugal and Indonesia restore diplomatic relations. December: A Special Territory since 1975, Colony of Macau transferred to sovereignty of People's Republic of China.

   January-June: Portugal holds presidency of the Council of the EU; end of Discoveries Historical Commemoration Cycle (1988-2000).

   United Nations forces continue to occupy and administer former colony of East Timor, with Portugal's approval.

   January: General, presidential elections; PS president Sampaio reelected for second term. City of Oporto, "European City of Culture" for the year, hosts arts festival. December: Municipal elections: PSD defeats PS; socialist prime minister Guterres resigns; President Sampaio calls March parliamentary elections.

   1 January: Portugal enters single European Currency system. Euro currency adopted and ceases use of former national currency, the escudo. March: Parliamentary elections; PSD defeats PS and José Durão Barroso becomes prime minister. Military modernization law passed. Portugal holds chairmanship of Organization for Security and Co-operation in Europe (OSCE).

   May: Municipal law passed permitting municipalities to reorganize in new ways.

   June: Prime Minister Durão Barroso, invited to succeed Romano Prodi as president of EU Commission, resigns. Pedro Santana Lopes becomes prime minister. European Parliament elections held. Conscription for national service in army and navy ended. Mass grave uncovered at Academy of Sciences Museum, Lisbon, revealing remains of several thousand victims of Lisbon earthquake, 1755.

   February: Parliamentary elections; PS defeats PSD, socialists win first absolute majority in parliament since 1975. José Sócrates becomes prime minister.

   January: Presidential elections; PSD candidate Aníbal Cavaco Silva elected and assumes presidency from Jorge Sampaio. Portugal's national soccer team ranked 7th out of 205 countries by international soccer association. European Union's Bologna Process in educational reform initiated in Portugal.

   July-December: Portugal holds presidency of the Council of the European Union. For reasons of economy, Portugal announces closure of many consulates, especially in France and the eastern US. Government begins official inspections of private institutions of higher education, following scandals.

  2008 January: Prime Minister Sócrates announces location of new Lisbon area airport as Alcochete, on south bank of Tagus River, site of air force shooting range. February: Portuguese Army begins to receive new modern battle tanks (Leopard 2 A6). March: Mass protest of 85,000 public school (primary and secondary levels) teachers in Lisbon schools dispute recent educational policies of minister of education and prime minister.

   Traditionally, Portugal has been a country with a history of emigration to foreign lands, as well as to the overseas empire. During the early centuries of empire, only relatively small numbers of Portuguese emigrated to reside permanently in its colonies. After the establishment of the second, largely Brazilian empire in the 17th century, however, greater numbers of Portuguese left to seek their fortunes outside Europe. It was only toward the end of the 19th century, however, that Portuguese emigration became a mass movement, at first, largely to Brazil. While Portuguese-speaking Brazil was by far the most popular destination for the majority of Portuguese emigrants in early modern and modern times, after 1830, the United States and later Venezuela also became common destinations.

   Portuguese emigration patterns have changed in the 20th century and, as the Portuguese historian and economist Oliveira Martins wrote before the turn of the century, Portuguese emigration rates are a kind of national barometer. Crises and related social, political, and economic conditions within Portugal, as well as the presence of established emigrant communities in various countries, emigration laws, and the world economy have combined to shape emigration rates and destinations.

   After World War II, Brazil no longer remained the favorite destination of the majority of Portuguese emigrants who left Portugal to improve their lives and standards of living. Beginning in the 1950s, and swelling into a massive stream in the 1960s and into the 1970s, most Portuguese emigrated to find work in France and, after the change in U.S. immigration laws in the mid-1960s, a steady stream went to North America, including Canada. The emigration figures here indicate that the most intensive emigration years coincided with excessive political turmoil and severe draft (army conscription) laws during the First Republic (1912 was the high point), that emigration dropped during World Wars I and II and during economic downturns such as the Depression, and that the largest flow of Portuguese emigration in history occurred after the onset of the African colonial wars (1961) and into the 1970s, as Portuguese sought emigration as a way to avoid conscription or assignment to Africa.

   1887 17,000

   1900ca. 17,000 (mainly to Brazil)

   1910 39,000

   1912 88,000 (75,000 of these to Brazil)

   1930ca. 30,000 (Great Depression)

   1940ca. 8,800

   1950 41,000

   1955 57,000

   1960 67,000

   1965 131,000

   1970 209,000

    Portuguese Emigration Overseas ( figures rounded off; does not include illegal emigration)

   Despite considerable efforts by Lisbon to divert the stream of emigrants from Brazil or France to the African territories of Angola and Mozambique, this colonization effort failed, and most Portuguese who left Portugal preferred the better pay and security of jobs in France and West Germany or in the United States, Venezuela, and Brazil, where there were more deeply rooted Portuguese emigrant communities. At the time of the Revolution of 25 April 1974, when the military coup in Lisbon signaled the beginning of pressures for the Portuguese settlers to leave Africa, the total number of Portuguese resident in the two larger African territories amounted to about 600,000. In modern times, nonimperial Portuguese emigration has prevailed over imperial emigration and has had a significant impact on Portugal's annual budget (due to emigrants' remittances), the political system (since emigrants have a degree of absentee voting rights), investment and economy, and culture.

   A total of 4 million Portuguese reside and work outside Portugal as of 2009, over one-third of the country's continental and island population. It has also been said that more Portuguese of Azorean descent reside outside the Azores than in the Azores. The following statistics reflect the pattern of Portuguese emigrant communities in the world outside the mother country.

   Overseas Portuguese Communities Population Figures by Country of Residence ( estimates for 2002)

   Brazil 1,000,000

   France 650,000

   S. Africa 600,000

   USA 500,000

   Canada 400,000

   Venezuela 400,000

   W. Europe 175,000 (besides France and Germany)

   Germany 125,000

   Britain (UK) 60,000 (including Channel Islands)

   Lusophone Africa 50,000

   Australia 50,000

   Total: 4,010,000 (estimate)

   Colony of Portugal from the 16th century to December 1975, with an area of 40,000 square kilometers (18,989 square miles). East Timor is located on the eastern portion of the island of Timor in the Indonesian archipelago. From 1975 to August 1999, when it was forcibly annexed and occupied by Indonesia, until May 2002, when it achieved full independence, East Timor was, in effect, a ward of the United Nations.

   In the 16th century, the Portuguese established trading posts on the island, but for centuries few Portuguese settled there, and the "colony" remained isolated and neglected. After the Dutch won control of Indonesia, there was a territorial dispute with Portugal as to who "owned" what on the island of Timor. In 1859, this question was decided as the Dutch and Portuguese governments formally divided the island into a Dutch portion (west) and the Portuguese colony (east) and established the frontier. From the late 19th century to World War I, Portugal consolidated its control of East Timor by means of military campaigns against the Timorese tribes. In addition to colonial officials, a few Portuguese missionaries and merchants occupied East Timor, but few Portuguese ever settled there.

   East Timor's geographic location close to the north coast of Australia and its sharing of one island in the Dutch colony catapulted it into world affairs early in World War II. To forestall a Japanese invasion of Timor, a joint Dutch-Australian expedition landed on 17 December 1941; the Portuguese authorities neither resisted nor cooperated. In February 1942, when Japanese troops landed in Timor, the small allied force fled to the hills and later was evacuated to Australia. Japan occupied all of Timor and the remainder of the Dutch East Indies until Japan's surrender in September 1945. Portugal soon reassumed control.

   After the Revolution of 25 April 1974, East Timorese nationalist parties hoped for rapid decolonization and independence with Lisbon's cooperation. But on 28 November 1975, before a preoccupied Portugal could work out a formal transfer of power, the Revolutionary Front of Independent East Timor (FRETILIN), then in control of the former colony's capital, declared independence, and, on 7 December 1975, Indonesian armed forces swiftly invaded, occupied, and annexed East Timor. In the following years, a tragic loss of life occurred. Portugal refused to recognize Indonesia's sovereignty over East Timor and claimed legal sovereignty before the United Nations.

   As Indonesia persistently and brutally suppressed Timorese nationalist resistance, world media attention focused on this still remote island. Several sensational international and Indonesian events altered the status of occupied East Timor, following the continuation of FRETILIN guerrilla resistance. In November 1991, world media disseminated information on the Indonesian forces' slaughter of East Timorese protesters at a cemetery demonstration in the capital of Dili. In 1996, two East Timorese, Bishop Belo and José Ramos Horta, each a symbol of East Timorese resistance and the desire for independence, shared the Nobel Peace Prize. Then, in 1998, in Indonesia, the Suharto regime collapsed and was replaced by a more democratic government, which in January 1999 pledged a free referendum in East Timor. On 30 August 1999, the referendum was held, and nearly 80 percent of the East Timorese voters voted for independence from Indonesia.

   However, Indonesian armed forces and militias reacted brutally, using intimidation, murder, mayhem, and razing of buildings to try to reverse the people's will. Following some weeks of confusion, a United Nations (UN) armed forces, led by Australia, took control of East Timor and declared it a UN protectorate, to last until East Timor was secure from Indonesian aggression and prepared for full independence. East Timor had changed from a Portuguese colony to an Indonesian protectorate/colony to a fledgling nation-in-the-making.

   The status of East Timor as a ward of the UN was made official on 25 October 1999, as the United Nations Transitional Administration in East Timor began to prepare the country for independence. Appalling conditions prevailed: 70 percent of the country's buildings had been destroyed and nearly half of the population of 800,000 had been driven out of East Timor into uneasy refuge in West Timor, under Indonesian control. A territory without an economy, East Timor lacked police, civil servants, schools, and government records.

   With UN assistance, general elections were held in the spring of 2002; the majority of parliamentary seats were won by FRETILIN, and José "Xanana" Gusmão was elected the first president. On 20 May 2002, East Timor became independent. World luminaries adorned the independence celebrations: UN secretary-general Kofi Annan, former U.S. president Bill Clinton, and other celebrities attended. But East Timor's travails continued with civil strife and uncertainty.

    See also Empire, Portuguese overseas.

   Portugal is a small Western European nation with a large, distinctive past replete with both triumph and tragedy. One of the continent's oldest nation-states, Portugal has frontiers that are essentially unchanged since the late 14th century. The country's unique character and 850-year history as an independent state present several curious paradoxes. As of 1974, when much of the remainder of the Portuguese overseas empire was decolonized, Portuguese society appeared to be the most ethnically homogeneous of the two Iberian states and of much of Europe. Yet, Portuguese society had received, over the course of 2,000 years, infusions of other ethnic groups in invasions and immigration: Phoenicians, Greeks, Celts, Romans, Suevi, Visigoths, Muslims (Arab and Berber), Jews, Italians, Flemings, Burgundian French, black Africans, and Asians. Indeed, Portugal has been a crossroads, despite its relative isolation in the western corner of the Iberian Peninsula, between the West and North Africa, Tropical Africa, and Asia and America. Since 1974, Portugal's society has become less homogeneous, as there has been significant immigration of former subjects from its erstwhile overseas empire.

   Other paradoxes should be noted as well. Although Portugal is sometimes confused with Spain or things Spanish, its very national independence and national culture depend on being different from Spain and Spaniards. Today, Portugal's independence may be taken for granted. Since 1140, except for 1580-1640 when it was ruled by Philippine Spain, Portugal has been a sovereign state. Nevertheless, a recurring theme of the nation's history is cycles of anxiety and despair that its freedom as a nation is at risk. There is a paradox, too, about Portugal's overseas empire(s), which lasted half a millennium (1415-1975): after 1822, when Brazil achieved independence from Portugal, most of the Portuguese who emigrated overseas never set foot in their overseas empire, but preferred to immigrate to Brazil or to other countries in North or South America or Europe, where established Portuguese overseas communities existed.

   Portugal was a world power during the period 1415-1550, the era of the Discoveries, expansion, and early empire, and since then the Portuguese have experienced periods of decline, decadence, and rejuvenation. Despite the fact that Portugal slipped to the rank of a third- or fourth-rate power after 1580, it and its people can claim rightfully an unusual number of "firsts" or distinctions that assure their place both in world and Western history. These distinctions should be kept in mind while acknowledging that, for more than 400 years, Portugal has generally lagged behind the rest of Western Europe, although not Southern Europe, in social and economic developments and has remained behind even its only neighbor and sometime nemesis, Spain.

   Portugal's pioneering role in the Discoveries and exploration era of the 15th and 16th centuries is well known. Often noted, too, is the Portuguese role in the art and science of maritime navigation through the efforts of early navigators, mapmakers, seamen, and fishermen. What are often forgotten are the country's slender base of resources, its small population largely of rural peasants, and, until recently, its occupation of only 16 percent of the Iberian Peninsula. As of 1139—10, when Portugal emerged first as an independent monarchy, and eventually a sovereign nation-state, England and France had not achieved this status. The Portuguese were the first in the Iberian Peninsula to expel the Muslim invaders from their portion of the peninsula, achieving this by 1250, more than 200 years before Castile managed to do the same (1492).

   Other distinctions may be noted. Portugal conquered the first overseas empire beyond the Mediterranean in the early modern era and established the first plantation system based on slave labor. Portugal's empire was the first to be colonized and the last to be decolonized in the 20th century. With so much of its scattered, seaborne empire dependent upon the safety and seaworthiness of shipping, Portugal was a pioneer in initiating marine insurance, a practice that is taken for granted today. During the time of Pombaline Portugal (1750-77), Portugal was the first state to organize and hold an industrial trade fair. In distinctive political and governmental developments, Portugal's record is more mixed, and this fact suggests that maintaining a government with a functioning rule of law and a pluralist, representative democracy has not been an easy matter in a country that for so long has been one of the poorest and least educated in the West. Portugal's First Republic (1910-26), only the third republic in a largely monarchist Europe (after France and Switzerland), was Western Europe's most unstable parliamentary system in the 20th century. Finally, the authoritarian Estado Novo or "New State" (1926-74) was the longest surviving authoritarian system in modern Western Europe. When Portugal departed from its overseas empire in 1974-75, the descendants, in effect, of Prince Henry the Navigator were leaving the West's oldest empire.

   Portugal's individuality is based mainly on its long history of distinc-tiveness, its intense determination to use any means — alliance, diplomacy, defense, trade, or empire—to be a sovereign state, independent of Spain, and on its national pride in the Portuguese language. Another master factor in Portuguese affairs deserves mention. The country's politics and government have been influenced not only by intellectual currents from the Atlantic but also through Spain from Europe, which brought new political ideas and institutions and novel technologies. Given the weight of empire in Portugal's past, it is not surprising that public affairs have been hostage to a degree to what happened in her overseas empire. Most important have been domestic responses to imperial affairs during both imperial and internal crises since 1415, which have continued to the mid-1970s and beyond. One of the most important themes of Portuguese history, and one oddly neglected by not a few histories, is that every major political crisis and fundamental change in the system—in other words, revolution—since 1415 has been intimately connected with a related imperial crisis. The respective dates of these historical crises are: 1437, 1495, 1578-80, 1640, 1820-22, 1890, 1910, 1926-30, 1961, and 1974. The reader will find greater detail on each crisis in historical context in the history section of this introduction and in relevant entries.

   LAND AND PEOPLE

   The Republic of Portugal is located on the western edge of the Iberian Peninsula. A major geographical dividing line is the Tagus River: Portugal north of it has an Atlantic orientation; the country to the south of it has a Mediterranean orientation. There is little physical evidence that Portugal is clearly geographically distinct from Spain, and there is no major natural barrier between the two countries along more than 1,214 kilometers (755 miles) of the Luso-Spanish frontier. In climate, Portugal has a number of microclimates similar to the microclimates of Galicia, Estremadura, and Andalusia in neighboring Spain. North of the Tagus, in general, there is an Atlantic-type climate with higher rainfall, cold winters, and some snow in the mountainous areas. South of the Tagus is a more Mediterranean climate, with hot, dry, often rainless summers and cool, wet winters. Lisbon, the capital, which has a fifth of the country's population living in its region, has an average annual mean temperature about 16° C (60° F).

   For a small country with an area of 92,345 square kilometers (35,580 square miles, including the Atlantic archipelagos of the Azores and the Madeiras), which is about the size of the state of Indiana in the United States, Portugal has a remarkable diversity of regional topography and scenery. In some respects, Portugal resembles an island within the peninsula, embodying a unique fusion of European and non-European cultures, akin to Spain yet apart. Its geography is a study in contrasts, from the flat, sandy coastal plain, in some places unusually wide for Europe, to the mountainous Beira districts or provinces north of the Tagus, to the snow-capped mountain range of the Estrela, with its unique ski area, to the rocky, barren, remote Trás-os-Montes district bordering Spain. There are extensive forests in central and northern Portugal that contrast with the flat, almost Kansas-like plains of the wheat belt in the Alentejo district. There is also the unique Algarve district, isolated somewhat from the Alentejo district by a mountain range, with a microclimate, topography, and vegetation that resemble closely those of North Africa.

   Although Portugal is small, just 563 kilometers (337 miles) long and from 129 to 209 kilometers (80 to 125 miles) wide, it is strategically located on transportation and communication routes between Europe and North Africa, and the Americas and Europe. Geographical location is one key to the long history of Portugal's three overseas empires, which stretched once from Morocco to the Moluccas and from lonely Sagres at Cape St. Vincent to Rio de Janeiro, Brazil. It is essential to emphasize the identity of its neighbors: on the north and east Portugal is bounded by Spain, its only neighbor, and by the Atlantic Ocean on the south and west. Portugal is the westernmost country of Western Europe, and its shape resembles a face, with Lisbon below the nose, staring into the

   Atlantic. No part of Portugal touches the Mediterranean, and its Atlantic orientation has been a response in part to turning its back on Castile and Léon (later Spain) and exploring, traveling, and trading or working in lands beyond the peninsula. Portugal was the pioneering nation in the Atlantic-born European discoveries during the Renaissance, and its diplomatic and trade relations have been dominated by countries that have been Atlantic powers as well: Spain; England (Britain since 1707); France; Brazil, once its greatest colony; and the United States.

   Today Portugal and its Atlantic islands have a population of roughly 10 million people. While ethnic homogeneity has been characteristic of it in recent history, Portugal's population over the centuries has seen an infusion of non-Portuguese ethnic groups from various parts of Europe, the Middle East, and Africa. Between 1500 and 1800, a significant population of black Africans, brought in as slaves, was absorbed in the population. And since 1950, a population of Cape Verdeans, who worked in menial labor, has resided in Portugal. With the influx of African, Goan, and Timorese refugees and exiles from the empire—as many as three quarters of a million retornados ("returned ones" or immigrants from the former empire) entered Portugal in 1974 and 1975—there has been greater ethnic diversity in the Portuguese population. In 2002, there were 239,113 immigrants legally residing in Portugal: 108,132 from Africa; 24,806 from Brazil; 15,906 from Britain; 14,617 from Spain; and 11,877 from Germany. In addition, about 200,000 immigrants are living in Portugal from eastern Europe, mainly from Ukraine. The growth of Portugal's population is reflected in the following statistics:

   1527 1,200,000 (estimate only)

   1768 2,400,000 (estimate only)

   1864 4,287,000 first census

   1890 5,049,700

   1900 5,423,000

   1911 5,960,000

   1930 6,826,000

   1940 7,185,143

   1950 8,510,000

   1960 8,889,000

   1970 8,668,000* note decrease

   1980 9,833,000

   1991 9,862,540

   1996 9,934,100

   2006 10,642,836

   2010 10,710,000 (estimated)

   Portugal's world's fair, held from May to October 1998, set in Lisbon. Designed to commemorate and celebrate the 500th anniversary of Vasco da Gama's 1498 discovery of an all-water route to India, this was an ambitious undertaking for a small country with a developing economy. The setting of the exposition was remote eastern Lisbon, along the banks of the Tagus estuary. To facilitate logistics, Portugal opened a new Metro station (Oriente) for the Expo and the new Vasco da Gama Bridge, just northeast of the site. More than 10 million visitors, many of them from abroad but a large proportion from Spain and Portugal, arrived at the site by Metro, bus, taxi, or car and were guided by signs in three languages: Portuguese, Spanish, and English. To the dismay of Francophones, the choice of English and Spanish reflected both the nature of the globalization process and Portugal's growing connections with Europe and the wider world.

   The theme of Expo '98 was "The Oceans, Heritage for the Future," and the official mascot-symbol was "Gil," a cartoon characterization of a drop of ocean water, based on the suggestion of schoolchildren from the small town of Barrancos. Somewhat in the spirit of Disney's Mickey Mouse, "Gil" reflected cheeriness, but his message was serious, alerting the public to the fact that the oceans were endangered and fresh drinking water increasingly in short supply for a burgeoning world population. Among the outstanding structures at Expo '98 was the Pavilion of Portugal, designed by Portuguese architect Álvaro Siza Vieira, and the Pavilion of the Oceans or the Oceanarium (which remained open to the public after the exposition closed), which was designed by an American architect.

   Despite the general success of the fair, critics gave mixed reviews to the historic commemoration of the Discoveries facets of the effort. No vessel from Vasco da Gama's 1497-99 famous voyage was reproduced at the fair's dockside exhibit—although there was a 19th-century sailing vessel and a reproduction of one of the vessels from Christopher Columbus's first voyage, constructed by Portuguese in Madeira—nor was there much else on Vasco da Gama in the Pavilion of Portugal. Instead, visitors were impressed with a multimedia show based on knowledge of a Portuguese shipwreck, a 17th-century nau, found by archaeologists in recent years. The sound and light show in this lovely space was magnificent. The most popular exhibits were the Oceanarium and the Utopia Pavilion, where lines could be hours long. Despite the fact that Expo '98 made only a weak effort to attract visitors from outside Europe, the general consensus was that it was a successful enterprise, unique in Portugal's record of historic and contemporary expositions since 1940.

    See also Commemorations, Portuguese historic.

   An anthropological and sociol ogical theory or complex of ideas allegedly showing a process of civilization relating to the significance of Portuguese activity in the tropics of Africa, Asia, and the Americas since 1415. As a theory and method of social science analysis, Luso-Tropicalism is a 20th-century phenomenon that has both academic and political (foreign and colonial policy) relevance. While the theory was based in part on French concepts of the "science of tropicology" in anthropology, it was Gilberto Freyre, an eminent Brazilian sociologist-anthropologist, who developed Luso-Tropicalism as an academic theory of the unique qualities of the Portuguese style of imperial activity in the tropics. In lectures, articles, and books during the period 1930-60, Freyre coined the term Luso-Tropicalism to describe Portuguese civilization in the tropics and to claim that the Portuguese, more than any other European colonizing people, successfully adapted their civilization to the tropics.

   From 1960 on, the academic theory was co-opted to lend credence to Portugal's colonial policy and determination to continue colonial rule in her large, remaining African empire. Freyre's Luso-Tropicalism theme was featured in the elaborate Fifth Centenary of the Death of Prince Henry the Navigator celebrations held in Lisbon in 1960 and in a massive series of publications produced in the 1960s to defend Portugal's policies in its empire, the first to be established and the last to decolonize in the Third World. Freyre's academic theory and his international prestige as a scholar who had put the sociology of Brazil on the world map were eagerly adopted and adapted by the Estado Novo. A major thesis of this interesting but somewhat disorganized mass of material was that the Portuguese were less racist and prejudiced toward the tropical peoples they encountered than were other Europeans.

   As African wars of insurgency began in Portugal's empire during 1961-64, and as the United Nations put pressures on Portugal, Luso-Tropicalism was tested and contested not only in academia and the press, but in international politics and diplomacy. Following the decolonization of Portugal's empire during 1974 and 1975 (although Macau remained the last colony to the late 1990s), debate over the notion of Luso-Tropicalism died down. With the onset of the 500-year anniversary celebrations of the Portuguese Age of Discoveries and Exploration, beginning in 1988, however, a whiff of the essence of Luso- Tropicalism reappeared in selected aspects of the commemorative literature.

    See also Commemorations, Portuguese historic.

   Former Portuguese colony (ca. 1500-1822), once described on old maps as "Portuguese America." Until 1822, the colony of Brazil was Portugal's largest, richest, and most populous colonial territory, and it held the greatest number of overseas Portuguese. Indeed, until 1974, long after Brazil had ceased being a Portuguese colony, the largest number of overseas Portuguese continued to reside in Brazil.

   Discovered in 1500 by Pedro Álvares Cabral, Brazil experienced significant coastal colonization by Portugal only after 1550. As Portugal's world power and colonial position in North Africa and Asia entered a decline, Brazil began to receive the lion's share of her imperial attention and soon dominated the empire. While Portuguese colonization and civilization had an essential impact on the complex making of Brazil, this fact must be put into perspective. In addition to other European (Italian, German, etc.) and Asian (Japanese) immigrants, two other civilizations or groups of civilizations helped to construct Brazil: the Amerindians who inhabited the land before 1500 and black Africans who were shipped to Brazil's coast as slaves during more than three centuries, mainly from west and central Africa. There is a long history of Portuguese military operations to defend Brazil against internal rebellions as well as other colonial intruders. The French, for example, attacked Brazil several times. But it was the Dutch who proved the greatest threat, when they held northeast Brazil from 1624 to 1654, until they were expelled by Portuguese and colonial forces.

   Until the 17th century, Portuguese colonization was largely coastal. By the 18th century, Portuguese groups began to penetrate deep into the hinterland, including an area rich in minerals, the Minas Gerais ("General Mines"). Lisbon extracted the greatest wealth from Brazil during the "golden age" of mining of gold and diamonds from 1670 to 1750. But hefty profits for the king also came from Brazilian sugar, tobacco, cotton, woods, and coffee. By the time of Brazil's independence, declared in 1822, Portuguese America had become far more powerful and rich than the mother country. Only a few years before the break, Brazil had been declared a kingdom, in theory on a par with Portugal. A major factor behind the Brazilian independence movement was the impact of the residence of the Portuguese royal family and court in Brazil from 1808 to 1821.

   What is the Portuguese legacy to Brazil after more than 300 years of colonization? Of the many facets that could be cited, perhaps three are worthy of mention here: the Portuguese language (Brazil is the only Latin American country that has Portuguese as the official language); Portuguese political and administrative customs; and a large community, mostly in coastal Brazil, of overseas Portuguese.

    See also Freyre, Gilberto; Luso-Tropicalism.

   Although armed force has been a major factor in the development of the Portuguese nation-state, a standing army did not exist until after the War of Restoration (1641-48). During the 18th century, Portugal's small army was drawn into many European wars. In 1811, a combined Anglo-Portuguese army drove the French army of Napoleon out of the country. After Germany declared war on Portugal in March 1916, two Portuguese divisions were conscripted and sent to France, where they sustained heavy casualties at the Battle of Lys in April 1918. As Portugal and Spain were neutral in World War II, the Portuguese Army cooperated with the Spanish army to defend Iberian neutrality. In 1949, Portugal became a founding member of the North Atlantic Treaty Organization (NATO). When the nationalist quest for independence began in Portugal's colonies in Africa ( Angola, Mozambique, and Guinea- Bissau) in the 1960s, the military effort (1961-74) to suppress the nationalists resulted in an expansion of the Portuguese armed forces to about 250,000.

   Since the Revolution of 25 April 1974, the number of personnel on active duty in the army, navy, and air force has been greatly reduced (43,200 in 2007) and given a more direct role in NATO. New NATO commitments led to the organization of the Brigada Mista Independente (Independent Composite Brigade), later converted into the Brigada Aero-Transportada. (Air-Transported Brigade) to be used in the defense of Europe's southern flank. The Portuguese air force and navy are responsible for the defense of the Azores-Madeira-Portugal strategic triangle.

   Chronic military intervention in Portuguese political life began in the 19th century. These interventions usually began with revolts of the military ( pronunciamentos) in order to get rid of what were considered by the armed forces corrupt or incompetent civilian governments. The army overthrew the monarchy on the 5 October 1910 and established Portugal's First Republic. It overthrew the First Republic on 28 May 1926 and established a military dictatorship. The army returned to the barracks during the Estado Novo of Antônio de Oliveira Salazar. The armed forces once again returned to politics when the Armed Forces Movement (MFA) overthrew the Estado Novo on 25 April 1974. After the Revolution of 25 April 1974, the armed forces again played a major role in Portuguese politics through the Council of the Revolution, which was composed of the president of the Republic, Chiefs of the general staff, three service chiefs, and 14 MFA officers. The Council of the Revolution advised the president on the selection of the prime minister and could veto legislation.

   The subordination of the Portuguese armed forces to civilian authority began in 1982, when revisions to the Constitution abolished the Council of the Revolution and redefined the mission of the armed forces to that of safeguarding and defending the national territory. By the early 1990s, the political influence of Portugal armed force had waned and civilian control was reinforced with the National Defense Laws of 1991, which made the chief of the general staff of the armed forces directly responsible to the minister of defense, not the president of the republic, as had been the case previously. As the end of the Cold War had eliminated the threat of a Soviet invasion of western Europe, Portuguese armed forces continues to be scaled back and reorganized. Currently, the focus is on modernization to achieve high operational efficiency in certain areas such as air defense, naval patrols, and rapid-response capability in case of terrorist attack. Compulsory military service was ended in 2004. The Portuguese armed forces have been employed as United Nations peacekeepers in East Timor, Bosnia, Kosovo, Afghanistan, Iraq, and Lebanon.

   Portugal's most famous wine and leading export takes its name from the city of Oporto or porto, which means "port" or "harbor" in Portuguese. Sometimes described as "the Englishman's wine," port is only one of the many wines produced in continental Portugal and the Atlantic islands. Another noted dessert wine is Madeira wine, which is produced on the island of Madeira. Port wine's history is about as long as that of Madeira wine, but the wine's development is recent compared to that of older table wines and the wines Greeks and Romans enjoyed in ancient Lusitania. During the Roman occupation of the land (ca. 210 BCE-300 CE), wine was being made from vines cultivated in the upper Douro River valley. Favorable climate and soils (schist with granite outcropping) and convenient transportation (on ships down the Douro River to Oporto) were factors that combined with increased wine production in the late 17th century to assist in the birth of port wine as a new product. Earlier names for port wine ( vinho do porto) were descriptive of location ("Wine of the Douro Bank") and how it was transported ("Wine of [Ship] Embarkation").

   Port wine, a sweet, fortified (with brandy) aperitif or dessert wine that was designed as a valuable export product for the English market, was developed first in the 1670s by a unique combination of circumstances and the action of interested parties. Several substantial English merchants who visited Oporto "discovered" that a local Douro wine was much improved when brandy ( aguardente) was added. Fortification prevented the wine from spoiling in a variety of temperatures and on the arduous sea voyages from Oporto to Great Britain. Soon port wine became a major industry of the Douro region; it involved an uneasy alliance between the English merchant-shippers at Oporto and Vila Nova de Gaia, the town across the river from Oporto, where the wine was stored and aged, and the Portuguese wine growers.

   In the 18th century, port wine became a significant element of Britain's foreign imports and of the country's establishment tastes in beverages. Port wine drinking became a hallowed tradition in Britain's elite Oxford and Cambridge Universities' colleges, which all kept port wine cellars. For Portugal, the port wine market in Britain, and later in France, Belgium, and other European countries, became a vital element in the national economy. Trade in port wine and British woolens became the key elements in the 1703 Methuen Treaty between England and Portugal.

   To lessen Portugal's growing economic dependence on Britain, regulate the production and export of the precious sweet wine, and protect the public from poor quality, the Marquis of Pombal instituted various measures for the industry. In 1756, Pombal established the General Company of Viticulture of the Upper Douro to carry out these measures. That same year, he ordered the creation of the first demarcated wine-producing region in the world, the port-wine producing Douro region. Other wine-producing countries later followed this Portuguese initiative and created demarcated wine regions to protect the quality of wine produced and to ensure national economic interests.

   The upper Douro valley region (from Barca d'Alva in Portugal to Barqueiros on the Spanish frontier) produces a variety of wines; only 40 percent of its wines are port wine, whereas 60 percent are table wines. Port wine's alcohol content varies usually between 19 and 22 percent, and, depending on the type, the wine is aged in wooden casks from two to six years and then bottled. Related to port wine's history is the history of Portuguese cork. Beginning in the 17th century, Portuguese cork, which comes from cork trees, began to be used to seal wine bottles to prevent wine from spoiling. This innovation in Portugal helped lead to the development of the cork industry. By the early 20th century, Portugal was the world's largest exporter of cork.

   By 2009, the Portuguese language was spoken by more than 210 million people and the number of Portuguese-speakers exceeded the number of French-speakers in the world. Seven countries have Portuguese as the official language, Portugal, Brazil, Cape Verde Islands, Guinea- Bissau, São Tomé and Príncipe Islands, Angola, and Mozambique. Overseas Portuguese, who number 4 million, reside in another two dozen countries and continue to speak Portuguese. There are distinct differences between Brazilian and Continental (Portugal) Portuguese in spelling, pronunciation, syntax, and grammar, but both versions comprise the same language.

   Next to Rumanian, Portuguese is the closest of the Romance languages to old Latin. Like Gallician, to which it is intimately linked as a colanguage, Portuguese is an outgrowth of Latin as spoken in ancient Hispanica. It began to appear as a distinct language separate from Latin and Castilian in the ninth century, and historic Portuguese made its full appearance during the 12th and 13th centuries. Major changes in the language came under the influence of Castilian in the ninth and 16th centuries, and there was a Castilianization of Portuguese culture during the 1580-1640 era of Spanish rule of Portugal and its empire.

   The cultural aspects of Portugal reasserting her sovereignty and restoring national independence was a reaction against Castile and Castilianization. In language, this meant that Portugal opened itself to foreign, but non-Hispanic influences. In the 17th, 18th, and 19th centuries, French culture and French language became major influences enriching the Portuguese language. In international politics, there continued the impact of the Anglo- Portuguese Alliance, a connection that has been less cultural than political and economic. For all the centuries of English influence in Portugal since the late 14th century, it is interesting how little cultural influence occurred, at least until recently, and how relatively few words from English have entered the language. With the globalization of English, this began to change in the late 20th century, but there remain many more loan words from Arabic, French, and Italian.

   Equestrianism or Equitation has an ancient tradition in Portugal. Although today this sport of horseback riding, which is related to the art and science of horse breeding, is a peaceful activity, for centuries Portugal's use of the horse in cavalry was closely associated with war. Beginning in the 18th century, the activity became connected to bull- fighting. In war, the Portuguese used horse cavalry longer than most other European nations. While most armies gave up the horse for mechanized cavalry or tanks after World War I, Portugal was reluctant to change this tradition. Oddly, Portugal used a specialized form of cavalry in combat as late as 1969-1971, in Angola, a colony of Portugal until 1975. Portugal's army in Angola, engaged in a war with Angolan nationalist forces, employed the so-called "Dragoons," a specialized cavalry in rural areas, until 1971, a case perhaps of the last use of cavalry in modern warfare.

   Soccer, or futebol, is Portugal's favorite mass sport today, but equestrianism retains a special place in sports as a now democratized, if somewhat elite, sport for both Portuguese and visiting foreign riders. As of 1900, equestrianism was still the sport of royalty and aristocracy, but in the 21st century persons from all classes and groups enjoy it. The sport now features the unique Lusitano breed of horse, which evolved from earlier breeds of Iberian ponies and horses. Touring equestrianism recently has become an activity of niche tourism, and it is complemented by international competitive riding. Following the early 20th century, when the Olympics were revived, Portuguese competitors have excelled not only in sailing, field hockey on roller-skates, rowing, and marksmanship, but also in equestrianism. Notable Portuguese riders were medal winners in summer Olympics such as those of 1948 and 1988. This sport is engaged in primarily if not exclusively in regions with a history of horse breeding, riding, and cattle herding, in Ribatejo and Alentejo provinces, and has featured career military participants.

   Portuguese equestrianism, including the use of horses in bull-fighting, hunting, and other forms of sport, as well as in horse cavalry in war, was long associated with the lifestyles of royalty and the nobility. The use of traditional, Baroque riding gear and garb in competitive riding, instruction, and bull-fighting reflects such a tradition. Riders in bull-fighting or in exhibitions wear 18th-century male costumes that include a tricornered hat, long frock coats, breeches, stockings, and buckled shoes. The Ribatejo "cowboy" or riding herder wears the regional costume of a green and red cap, red tunic, white breeches and stockings, Portuguese bridles, and chaps sometimes made of olive leaves.

   Although their prestigious classical riding academy remains less well known than the famous Spanish Riding School of Vienna, Portugal has preserved the ancient tradition of a classical riding school in its Royal School of Portuguese Equestrian Arts, at Queluz, not far from the National Palace of Queluz, a miniature Portuguese Versailles, with a hall of mirrors, tiled garden, and canal. One of the great riding masters and trainers was the late Nuno Oliveira (1925-89), whose work generated a worldwide network of students and followers and who published classic riding manuals. Oliveira's widely admired method of instruction was to bring about a perfect harmony of action between horse and rider, an inspiration to new generations of riders.

    See also Queluz, National Palace of.

(1904-2000)

   Eminent British scholar, author, teacher, collector, soldier, and authority on the history of Portugal's overseas empire (1415-1825). Trained as a professional soldier, not an academic, Boxer was educated at Sandhurst and served as a British army officer and Japanese language specialist in the Far East until 1947. Captured when the Japanese took Hong Kong early in World War II, he spent the remainder of the war in Japanese prison camps. After the war, he retired from his military career and began a long, distinguished academic career. In 1947, he was appointed Camoens Professor of Portuguese, King's College, University of London. He also taught at London's School of African and Oriental Studies and at Yale and Indiana Universities.

   Numbering more than 300, his many publications on the Portuguese empire in Africa, Asia, and Brazil to 1825 dominated international scholarship on the subject during the last half of the 20th century. His masterful general historical synthesis of 1969, The Portuguese Seaborne Empire, 1415-1825, remains a classic. With his mastery of Far Eastern languages, as well as Dutch, Portuguese, French, Spanish, and German, Boxer was also an avid collector of rare coins, art objects, books, and manuscripts. His extraordinary private collection remains preserved in the Lilly Library, Indiana University, Bloomington. Like his contemporary academic colleague, Gilberto Freyre, some of his writings had an impact beyond the academy and became politically controversial. Boxer's incisive 1963 book, Race Relations in the Portuguese Colonial Empire ( 1415-1800), was not well-received by Portugal's dictatorship, then embroiled in colonial wars in Africa. Briefly, Boxer was ostracized in Lisbon. Following the Revolution of 25 April 1974, however, many of Boxer's books were published in Portuguese in Portugal.