Want to learn more about the setting of the Sugar Sun series? Click on any of the graphics below. To find these places on maps of the Philippines & Manila, click here to go straight to the bottom of this post. Enjoy your visit!
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Want to learn more about the setting of the Sugar Sun series? Click on any of the graphics below. To find these places on maps of the Philippines & Manila, click here to go straight to the bottom of this post. Enjoy your visit!
Go back to the top.
Award-winning author Joanna Shupe writes the men of Edwardian era New York like no other. While some are born to the Knickerbocker Club set, others are self-made titans of industry. But whether they are from Five Points or Fifth Avenue, they are all swoon-worthy. In Mogul, one will battle a real historical injustice: the racist immigration laws of the late nineteenth century.
She never expected to find her former husband in an opium den.
Thus begins Mogul, Shupe’s last book in the Knickerbocker series. Calvin Cabot, the son of humble American missionaries in China, has grown up to become one of the most influential men in America. Even with his lucrative newspapers and powerful friends, though, can he find a way around one of the worst laws of the Gilded Age—the Chinese Exclusion Act—to reunite a friend’s family?
In this post, Joanna Shupe answers our questions about the Chinese Exclusion Act and how she came up with the idea to work such substantive history into the conflict of her novel.
The Chinese Exclusion Act of 1882, signed into law by President Arthur, severely limited the ability of Chinese men and women to enter the United States. It’s the most restrictive immigration policy the U.S. has ever had to date and wasn’t repealed until the early 1940s.
So why were Chinese immigrants singled out? In the 19th century, America was undergoing a massive transformation. The Gold Rush and the railroad expansion led to the need for cheap labor, and many Chinese immigrants (mostly men) were able to find jobs here. Gradually, anti-Chinese sentiment increased, polarized by a few politicians who used the Chinese immigrants as excuses for why wages remained so low. Their solution was to call for the banning of any Chinese laborer, thereby freeing up those jobs for American workers.
Starting in 1882, no Chinese laborer could enter the United States—and it was nearly impossible to prove you weren’t a laborer. Only diplomatic officials and officers on business, along with their servants, were considered non-laborers, so the influx of Chinese immigrants came to a near standstill. They also tightened the rules for reentry once you left, which meant families were separated with little hope of ever reuniting.
How effective were the Chinese Exclusion Acts at excluding the Chinese? For the last half of the 1870s, immigration from China had averaged less than nine thousand a year. In 1881, nearly twelve thousand Chinese were admitted into the United States; a year later the number swelled to forty thousand. And then the gates swung shut. In 1884, only ten Chinese were officially allowed to enter this country. The next year, twenty-six.
— “An Alleged Wife: One Immigrant in the Chinese Exclusion Era” by Robert Barde, Prologue Magazine, National Archives, Spring 2004, Vol. 36, No. 1.
Mogul is set in 1889, and circumstances have separated the hero’s best friend from his wife, who is still back in China. His best friend is African American, so they decide to tell politicians and the government that she is really the hero’s wife. This presents a problem when the hero falls in love with—and impetuously marries—the heroine of the story.
I started with this idea that my hero would be discovered in an opium den in New York City, so that was where my research began. I didn’t remember the CEA from my history classes, so I was floored when I discovered it. It’s tragic and racist, and yet seems still so relevant today.
As romance novelists, we love to find conflict for our characters. I thought the CEA might be an interesting way to drive the story forward. I wanted to both highlight the xenophobia of the CEA and use the forced familial separation to craft the plot.
I read quite a bit online about the CEA and the effects of the legislation. The 19th century Chinese-American community was fascinating to research. A good friend of mine is Chinese-American, and I peppered her (as well as her family) with lots of questions about the language and culture. They were all very patient and helpful.
I used mostly archives of The New York Times for tidbits about Chinatown, opium, and the Tongs, which is how I saw a mention of the game fan tan and began researching that. As with most historical research, you can fall into a rabbit hole pretty easily because it’s all so fascinating.
I didn’t receive any resistance about this storyline, per se, but I’ve had readers tell me that they won’t read any historical set in America. The reason given is they can’t “romanticize” it the way they can with British history.
While I understand what they’re saying—after all, we’ve lived and breathed American history in school since Kindergarten—I don’t agree. We can’t assume we know everything in our history so well that we can’t learn something new or enjoy a compelling story. There’s so much history that isn’t taught—or isn’t taught well—and looking into the past gives us the clearest view of where we are today.
The Gilded Age is one of our finest eras…but also one of our nation’s low points. In each of the Knickerbocker Club books, I’ve tried to highlight some of the issues and problems as well as the opulence and wealth.
My novella Tempting Hymn is the second in my series to mention the 1902 cholera epidemic in the Philippines. The book’s hero, Jonas Vanderburg, volunteered his family for mission work in the Philippines, only to lose his wife and daughters in the same outbreak that Georgina Potter dodged when she arrived in Manila in Under the Sugar Sun. Do I just need a new idea? I would argue that I’m writing about what people feared most in the Edwardian era. Before the mechanical death of the Great War, disease was the worst of the bogeymen.
My books may be historical romance, but this post will not romanticize the history. Census figures put the total death toll from Asiatic cholera in the Philippines (1902-1904) between 100,000 and 200,000 people. Even that number might be low. This strain of the disease was particularly virulent, killing 80 to 90 percent in the hospitals. The disease progressed rapidly and painfully:
Often the disease appears to start suddenly in the night with a violent diarrhea, the matter discharged being whey-like, ‘rice-water’ stools…Copious vomiting follows, accompanied by severe pain in the pit of the stomach, and agonizing cramps of the feet, legs, and abdominal muscles. The loss of liquid is so great that the blood thickens, the body becomes cold and blue or purple in color…Death often occurs in less than a day, and the disease may prove fatal in less than two hours. (A.V.H. Hartendorp, editor of Philippine Magazine)
The Yanks saw cholera as a personal challenge to their colonial ideology. They had come to the Philippines to “Fill full the mouth of famine and bid the sickness cease,” in the words of Rudyard Kipling. What was the point of bringing the “blessings of good and stable government upon the people of the Philippine Islands” if they could not prove the value of their civilization with some “modern” medicine?
Cholera was not a new killer in the islands, nor did the Americans bring the disease with them. Though the Eighth and Ninth Infantries were initially blamed, the epidemic had its roots in China. As Ken de Bevoise said in his outstanding work, Agents of Apocalypse: “The volume of traffic…between Hong Kong and Manila in 1902 was so high that it is pointless to try to pinpoint the exact source.” However, just because Americans did not bring cholera does not mean that they are off the hook.
War weakens and disperses a population, leaving it more vulnerable to disease. And the way the war was fought south of Manila in 1902 was particularly brutal. General J. Frederick Bell had set up “protection zones” where all civilians were forced to live in close quarters without access to their homes, farms, and wells. Once cholera hit these zones, there was no escape: 11,000 people died. Even worse, mass starvation forced the general public to ignore the food quarantine, meant to keep tainted vegetables from being sold on the market. The Americans blamed Chinese cabbages for bringing cholera spirilla to the Philippines to begin with, but then gave the people no other choice but to eat (possibly contaminated) contraband to survive.
Inside Manila itself people were also quarantined—not a terrible idea on the face of it. The traditional Filipino home quarantine had worked well in the past: infected homes were marked with a red flag to signal people to stay away while loved ones were cared for. But the Americans thought bigger. They “collected” the infected and brought them to centralized hospitals outside of the city. Hospitals…detention camps…who’s to say? According to De Bevoise, eighty percent of the time, when the patient was dragged out of their home and carted off to this “hospital,” which suspiciously also housed a morgue and crematorium, that was the last their family saw of them. Despite the Manila Times portraying the Santiago Cholera Hospital as a “little haven of rest, rather than a place to be shunned,” and bragging that it was staffed by the “gentle…indefatigable, ever cheerful” Sisters of Mercy, people knew better. They would do anything to keep their family members from being taken there. They fled. They hid their sick. Because cremation was forbidden for Catholics at this time, the Filipinos hid their dead.
And the disease spread.
My book Under the Sugar Sun began with a dramatic house burning scene, where public health officials destroyed an entire neighborhood in the name of sanitation. The road to hell is not just paved with good intentions. It is also littered the corpses of industrious, exuberant, and dogmatic government officials. Any houses found to be infected were burned, “because the nipa hut cannot be properly disinfected,” in the words of one American commissioner’s wife. People were forced to find refuge elsewhere in the city, carrying the disease with them. Because it was such a bad policy, Filipinos thought the American officials must an ulterior motive in the burnings: to drive the poor out of their homes, clear the land, and build their own palaces. The commissioner’s wife, Edith Moses, herself said: “Sometimes, when I think of our rough ways of doing things, I feel an intense pity for these poor people, who are being what we call ‘civilized’ by main force….it seems an act of tyranny worse than that of the Spaniards.”
American instructions to the sick were also confusing—and sometimes bizarre. Clean water was a necessity, but this was not something the poor had access to. Commissioner Dean C. Worcester claimed: “Distilled water was furnished gratis to all who would drink it, stations for its distribution being established through the city, supplemented by large water wagons driven through the streets.” But no other source mentions such bounty. In fact, as author Gilda Cordero-Fernando pointed out in her article, “The War on Germs,” in Filipino Heritage, most people treated distilled water like a magic tonic, it was so rare: “Asked whether a certain family was drinking boiled water, as prescribed, one’s reply was ‘Yes, regularly—one teaspoon, three times a day.’” Even worse, though, was this advice by Major Charles Lynch, Surgeon, U.S. Volunteers, which was reprinted in the Manila Times:
Chlorodyne, or chlorodyne and brandy, have been found especially useful; lead and opium pills, chalk, catechu, dilute sulphuric acid, etc., have all been used. With marked abdominal pain and little diarrhea, morphine should be given…Ice and brandy, or hot coffee, may be given in small quantities, and water, in small sips, may be drunk when they do not appear to increase the vomiting…cocaine and calomel in minute doses—one-third grains—every two hours, having been used with benefit in some cases.
Lead pills. Opium. Morphine. Chalk. Cocaine. And do you know what “calomel” is? Mercurous chloride. If the cholera doesn’t kill you, Dr. Lynch’s treatment will! Though the coffee and brandy sounds nice…
When the Americans could not control the spread of the disease with their ridiculous treatments and counterproductive policies, they blamed the epidemic on the victims. As public health historians Roy M. MacLeod and Milton James Lewis wrote:
American cleanliness was being undermined by Philippine filth. The Manila Times lamented the cholera deaths of “clean-lived Americans.” It identified the “native boy” as “the probable means of infection” since in hotels and houses he prepared and served food and drinks to unwitting Americans. The newspaper reminded its American readers that “cholera germs exude with the sweat through the pores of the [Filipino servant’s] skin”and that “his hands may be teeming with the germs.”
According to the Manila Times, the Americans organized their cholera hospitals by race: the tent line marked street A was “Chinatown,” street B was for the Spanish, street C for white Americans, street D for black Americans, and E through G for Filipinos. Though trade with China had been the cholera vector, Chinese-Filipinos actually had the lowest death rate of any group, including Americans. A Yankee health official ascribed this to the fact that they “eat only long-cooked and very hot food, in individual bowls and with individual chopsticks, and that they drink only hot tea.”
The epidemic reached its peak in Manila in July 1902, and in the provinces in September 1902, before running its course. Its decline was probably due to the heavy rains cleansing the city, increased immunity among the remaining population, and a strategic call by the Archbishop of Manila to encourage Filipinos to bury their dead quickly—but Americans still congratulated themselves on their efforts. And they had worked hard, it is true: Dr. Franklin A. Meacham, the chief health inspector, and J. L. Judge, superintendent of sanitation in Manila, died from exhaustion. The Commissioner of Public Health, Lt. Col. L. M. Maus, suffered a nervous breakdown. Even the American teachers on summer vacation were encouraged to moonlight as health inspectors—for free, in the end. The wages paid to them by the Police Department were deducted from their vacation salaries because no civil employee was allowed to receive two salaries at once. (The relevant Manila Times article explaining this policy is not online, but its title, “Teachers are Losers” is worth mentioning.)
All their hard work might have been for nought, though. Filipino policies of quarantine would have probably been more effective, had they been given the chance to work. Whipping up the population into a panic was exactly what the Americans should not have done. In the name of containing the disease, they caused the real carriers—people—to disperse wider and faster throughout the country. We all need to be on guard against such hubris, which is why I write my love stories in the middle of strange settings like cholera fires and open insurrections. Come for the sexy times, stay for the political history. Enjoy!
Featured image is of the cholera squad hired by the Americans in the Philippine outbreak of 1902. Photo courtesy of the Library of Congress.
Georgie looked over at the weapon Pedro still held in his hand, and she shivered. No matter how she felt about Rosa, she could not send her away with this man.
She had to figure out a way to scare Pedro off. “The Insulares will come. Soldatos!”
Filipinos had been put to death for far less than waving a knife in the face of an American. And what good was the Insular bogeyman if she didn’t let him out of the closet once in a while?
— Under the Sugar Sun
The Insular bogeyman? Is this some strange Grimm’s fairy tale you haven’t heard of?
Oh, no, it is something far more insidious: it’s a euphemism. And a legal one, no less.
Euphemisms were a whole new tongue spoken in nineteenth century America. In fact, I should not even say “tongue” because it could give you all sorts of salacious ideas. English naval captain Edward Marryat got in trouble for asking a female companion if she had hurt her leg when she had tripped, and he was informed that proper Americans did not use that word (leg). Limb was specific enough, thank you very much.
So, if you cannot say leg, you probably cannot say colony. No, the word colony does not have sexual undertones—at least, not that I know of—but it is still a troubling word for a formerly rebellious colony founded upon Enlightenment ideals of self-determination and personal liberty. What, the United States an empire?
Well, Thomas Jefferson said yes, actually, but he called it an “empire of liberty” that would expand westward and check the growth of the British menace, beginning with the 1803 purchase of Louisiana from the French. Jefferson wrote to James Madison: “I am persuaded no constitution was ever before so well calculated as ours for extensive empire and self government.” He saw no irony in defending, in the same breath, the right of self-government alongside the right to empire. In fact, he (like many today) believed that America’s democratic history, transparent legal system, and free market economy made it especially suited to transform the world for good and fight barbarism.
In the resulting growth of (mostly white) settlements across the North American continent, the word “empire” was actually avoided. These were “territories” along America’s “frontier,” and to be fair these were territories on their way to statehood, a distinction that would not be granted to later acquisitions. According to Frederick Jackson Turner, the frontier helped preserve liberty and egalitarianism through free access to land (by taking it from the First Nations), preventing a landed aristocracy from developing. Out on the frontier, any (white) man could make something of himself, as long as he survived.
(If none of this sounds truly democratic, you’re right. You’re not the first modern reader to notice, trust me. As even Mark Twain wrote in 1901: “The Blessings of Civilization are all right, and a good commercial property; there could not be a better, in a dim light.” [Emphasis mine.] So don’t look too closely.)
Back to our discussion of “territories.” In the Treaty of Paris ending the Spanish-American War in December 1898, the United States purchased the Philippines, Puerto Rico, and Guam from Spain. While the western frontier had expanded slowly enough to look like natural growth, this acquisition came in one fell swoop. What makes a piece of land a colony for Spain and not a colony when purchased from Spain by America? Good question.
Clearly, we needed a new word. That word was insular. Geographer Scott Kirsch commented that the choice insular reflected “novel anxieties over America’s new place at the seat of an interconnected global empire.” It fit for three reasons:
First, these new possessions were islands, and the primary definition of insular is “of or pertaining to islands.” What a great way to differentiate the Philippines, Puerto Rico, and Guam from the continental territories. Interestingly, though, Hawaii will not become an insular territory, despite being a cluster of islands. Instead, in the midst of the Spanish-American War, Hawaii had been enthusiastically annexed by Congress, an about-face since the country had rejected that opportunity only five years previously. A lot had happened in those five years, as you can read here. And if Hawaii didn’t count as insular, there had to be more to the word than just geography.
A second meaning of insular is “Detached or standing out by itself like an island; insulated.” This is where the word becomes perfect for how America wants to see its new acquisitions, particularly as relates to the Philippines. In the “scramble for the Pacific,” America had found itself left out of China. Secretary of State John Hay would address this particular issue in the Open Door memos, asserting the right of all nations to trade freely and equally in China. But the truth was that the US did not want to get too involved in China. It wanted the benefit of a Pacific entrepôt without being too sinified.
Manila had been the Spanish answer to cashing in on China while simultaneously insulating themselves from China, and the Americans thought it a brilliant idea. In a 1902 National Geographic article by the Honorable O. P. Austin, the Chief of the Bureau of Statistics of the Treasury Department, Manila would become the channel through which all of this wealth would pass, an off-shore customs and clearing house for goods bound for the United States. With the 1902 extension of the Chinese Exclusion Act—extended now to exclude Chinese from the Philippines, too—our new insular possessions would not be a conduit for people, just money. According to Scott Kirsch, this “coupled the virtues of proximity to Asia with a distinctive sense of separation from it.”
Because, really, America wanted to be insulated from their own empire. This is the third reason the term insular fits so well. The definition of a colony is “a body of people who settle in a new locality, forming a community subject to or connected with their parent state.” This implies spreading both people and ideas to the new lands. Americans were willing to do the latter. In fact, President William McKinley asserted the idea of “benevolent assimilation”—that “we come not as invaders or conquerors, but as friends, to protect the natives in their homes, in their employments, and in their personal and religious rights.” Americans spread their language, their pedagogical ideals (see posts on Thomasites and pensionados), their sanitation principles, their political administration, and their products (Spam, anyone?) to the Philippines with gusto.
But most Americans did not intend to settle in the Philippines permanently, which meant that it was not a colony in the true sense of the word. They meant to fashion Filipinos as Americans and leave, hence the emphasis on shaping the educational system with an eye toward self-replication. Even anti-imperialists like William Jennings Bryan, the failed 1900 Democratic candidate for president, felt this way. He wanted to close the door to Asian immigration, and during the debate about Chinese exclusion, he wrote:
“Let us educate the Chinese who desire to learn of American institutions; let us offer courtesy and protection to those who come here to travel and investigate, but it will not be of permanent benefit to either the Chinese or to us to invite them to become citizens or to permit them to labor here and carry the proceeds of their toil back to their own country.”
He felt the same about the Japanese and all other Asian races. His article is a defense of exclusion and intolerance: “It is not necessary nor even wise that the family environment should be broken up or that all who desire entrance should be admitted to the family circle. In a larger sense a nation is a family.” Bryan’s English and Irish ancestors had immigrated two hundred years earlier, so you can pardon him for forgetting that he was an immigrant, too. But he was typical in wanting to turn off the tap, and a colony would not have permitted that insularity as easily.
This was not just about race, though. Americans wanted the Philippines to remain politically and economically separate. Eventually, one had to ask as the United States grew bigger: does the Constitution follow the flag? If the people of the Philippines, Puerto Rico, and Guam are living under American government, should they have the rights of American citizens? A longer treatment of this topic is handled here, but the short answer for the Philippines was no. The Insular Cases in the United States Supreme Court maintained that the Philippines was an unincorporated territory, and while its citizens had natural rights, such as religion and property, they did not have full political rights, nor citizenship. This was an easier line to skirt when the government ruling the Philippines was part of the Bureau of Insular Affairs in the War Department, not a Colonial Office. Labels do matter.
And strangely William Jennings Bryan, no friend of the Asian immigrant in general, actually pointed out the inconsistency of Americans flooding the Philippines while not allowing the same in return:
“If…the Filipinos are prohibited from coming here (if a republic can prohibit the inhabitants of one part from visiting another part of the republic), will it not excite a just protest on the part of the Filipinos? How can we excuse ourselves if we insist upon opening the Philippine islands to the invasion of American capital, American speculators, and American task-masters, and yet close our doors to those Filipinos who, driven from home, may seek an asylum here?”
Bryan’s solution was immediate independence for the Philippines, but the Supreme Court had a different solution: the Philippines, Puerto Rico, and Guam were not a part of our republic. Insular was not inside. The justices bent over backwards to draw the distinction that Americans wanted, even if they essentially made up law to do it. Since both imperialists and anti-imperialists both agreed, in the words of Andrew Carnegie, that “Americans cannot be grown [in the Philippines],” no one complained that the court had exceeded its mandate. The insular designation stuck.
Another benefit of insular territories was that free trade need not be extended right away—especially if there were concerns that the islands might compete too well in certain key industries, like sugar and tobacco. It was favorable for American producers to keep them out. While American goods could enter the Philippines freely—because Americans in the Insular Government set Philippine trade policy—Filipino goods were taxed both leaving the Philippines and entering the United States because the U.S. Congress set American trade policy. That was the beauty of the insular cases.
When I teach my course on America in the Philippines, students who have at least read the course description know that the United States had its own empire—but surprisingly few adults do. They might know about Guam or Puerto Rico, and they might even call these “territories,” but if you ask them the difference between a colony and a territory, they do not have a good answer. And I do not blame them because America’s “insular” language has left its citizens deliberately insulated from clarity.
I do not think Filipinos are confused, though. They easily call the years between 1898 and 1934 the American Colonial Period, and many would also include the 1934 to 1946 Commonwealth Period (not counting the Japanese occupation of 1941-1945).
Unfortunately, if we Americans do not take a hard look at our history, we are doomed to repeat our mistakes and therefore reinforce the (mis)perceptions others have of us. One of my goals in writing the Sugar Sun series was to bring this history to a general public—along with some sex, drugs, and violence to really sell it. I love romance, so it was my medium of choice, but the Philippine setting, diverse characters, and political undertones are all part of my historical mission.
The Person Sitting in Darkness is almost sure to say: “There is something curious about this–curious and unaccountable. There must be two Americas: one that sets the captive free, and one that takes a once-captive’s new freedom away from him, and picks a quarrel with him with nothing to found it on; then kills him to get his land.”
— Mark Twain, “To the Person Sitting in Darkness,” 1901