This section outlines the extent to which reflexive methodologies have been adopted at the interface between IB and cognate disciplines, before summarising key trends about, and some limitations of, reflexivity in IB research.
2.1 Reflexive Methodology in General Management Theory and in IB Studies
Although work on reflexivity in the IB discipline has been relatively limited, reflexivity has been theorised, problematised and developed in various other disciplines for more than half a century, for example, in social psychology (e.g., Gergen & Gergen
1991); in sociology (e.g., Durkheim,
1912; Latour,
1988); in international relations (e.g., Eagleton-Pierce, 2011); and social anthropology (e.g., Geertz
1973; Malinowski,
1922,
1944). Furthermore, it is key to the intellectual position of Bourdieu (
1977,
1968) whose work across the humanities, philosophy and sociology placed him at the forefront of the social sciences in the latter half of the 20th century (Jenkins,
2002). Reflexivity remains a concept of paramount importance in qualitative research as a means to better understand the dynamics of internal validity of the research (Cunliffe,
2002a; Easterby-Smith et al.,
2008). Indeed, in idiographic research, reflexivity is imperative to social science research (Alvesson & Sköldberg,
2009; Geertz,
1973).
At the turn of the millennium, mainstream business studies disciplines, influenced by sociology and social anthropology, became more aware of reflexivity. Large bodies of work on reflexivity can be found in general management theory (e.g., Alvesson et al.,
2008; Johnson & Duberley,
2003) and in organisation studies (Cunliffe,
2003; Chia,
1996; Maclean & Harvey,
2019; Maclean et al.,
2002,
2012b; Sarpong & Maclean,
2016). Across these intersecting disciplines, several management and organisation studies scholars have advanced reflexive engagement. This is probably an indication of these disciplines’ closer interface with sociology than has been the case in mainstream IB research, which has leaned more on economics (Buckley & Chapman,
1996a,
b; Buckley et al.,
2017; Chapman,
1997; Guttormsen & Lauring,
2018). Reflexivity has also influenced ethical aspects of management studies (Chanlat,
2015; see Tatli et al.,
2015) in addition to organisational learning and change as well as teaching practices (e.g., Cunliffe
2009,
2002b; Maclean,
2012a). Hibbert et al., (
2010) provide a conceptualisation of reflexivity as a process with individual and relational aspects that may be experienced sequentially by organisational researchers. Furthermore, they also side with Cunliffe (
2004) in his argument that reflexive engagement is, in fact, a moral obligation placed on the researcher and not merely an instrument or technique.
Advancements regarding reflexivity have recently appeared in cross-cultural management research. Scholars have pointed out the importance of reflexivity when making sense of cultural Others, as well as a helpful tool for international managers to make sense of intercultural interaction (Barmeyer et al.,
2021; Easterby-Smith & Malina,
1999; Guttormsen,
2018). Nonetheless, the elevation of reflexivity to a matter of knowledge production remains underexplored in management studies, due to its late adoption, and there are particular lacunae as regards the subdisciplines of management studies relating to international business.
2.2 Key Trends and Limitations of Reflexivity in IB Studies
The treatment of reflexivity in IB research has largely been confined to a practical methodological concern for qualitative research (see Welch & Piekkari,
2006). Furthermore, the application of reflexivity has often been limited to a mere reflective awareness regarding the interpersonal relationship between the researcher and the subject (Easterby-Smith et al.,
2008; Johnson & Duberley,
2003). Several scholars have warned that reflexivity should not serve as an end in itself and should not be practiced as a mere box-ticking exercise (e.g., Weick,
2002), or remain a simple requirement of disclosure (Bourdieu,
2007; Hardy et al.,
2001: 1998) highlight that reflexivity also entails learning from the research subject and possibly experiencing change within the researcher, as opposed to mere awareness of the relationship in between them. Despite their warnings, there appears to be a general lack of concern for reflexivity in the IB knowledge production arena. Lee and Cassell (
2013) underscore both the novelty and importance concerning critical reflection of research methods and research practices. Furthermore, a practical outline or a methodological process for how to be reflexive is yet to be presented in the field.
Various IB scholars consider reflexivity indispensable in qualitative research in that it provides recognition to the constitutive effect of representational strategies on research analysis (Westwood,
2004: 75). Reflexive awareness can affect interview data (Marschan-Piekkari,
2004: 246), and the ethnic and cultural backgrounds of IB researchers can influence the ability to secure interviews (Zhang & Guttormsen,
2016) as well as the success/failure outcome of IB fieldwork, both in terms of quantitative (e.g., Harzing et al.,
2021) and qualitative data collection (e.g., Travis Selmier II & Newenham-Kahindi,
2021). Furthermore, the type of sociocultural knowledge that the IB researcher possesses can influence the ability to solicit and comprehend authentic information and constructions of meaning conveyed by research subjects (Fjellström & Guttormsen,
2016). Reflexivity in contemporary IB research remains broadly limited to the interview setting, which highlights the need to devise a general methodological process for enhancing reflexivity. Otherwise, reflexivity at the methodological level is underexplored and scarcely deployed in IB research.
Furthermore, although many IB researchers are clearly aware of this issue, as reflected in the
Handbook of Qualitative Research Methods for International Business (eds. Marschan-Piekkari & Welch,
2004), IB research seldom discusses reflexivity at the individual level (see Jack & Westwood,
2006; Marschan-Piekkari et al.,
2004b; and Westwood,
2004, for notable exceptions). The practice of reflexivity is limited to the researcher merely being aware of their relationship to the research subjects (Easterby-Smith et al.,
2008).This is clearly necessary but not sufficient: Jack and Westwood (
2006) suggest that ‘research must become reflexive and aware of its ontological and epistemological assumptions, political positioning, and ethical obligations’ (p. 481). Weick (
1999), similarly, argues that researchers have become more aware of their own tacit practices of theorising, but lack engagement with theoretical frameworks. There is therefore a key need in IB for the building of a theoretical foundation for reflexivity, beyond being treated as a mere practical task.
The limited engagement with reflexivity leads to several lost opportunities for knowledge discovery and advancement in IB research. First, the discipline appears yet to have completely overcome the concerns of Archer (
2007), who argued that reflexivity in the form of a process was ‘underexplored, undertheorised and, above all, undervalued’ (p. 1). Doz (
2011), for instance, does not mention reflexivity at all in his otherwise valuable article on how qualitative research can contribute to IB studies. Second, it weakens IB research’s ability to achieve an enhanced level of transparency, credibility and trustworthiness, as advocated by Sinkovics and colleagues (
2008). Third, there is a dearth of approaches to incorporating reflexivity in IB research where the subjective aspect is not portrayed as detachable from the process, or a methodological process that actually seeks to harness said subjectivity. Fourth, this leads to a lack of focus regarding the epistemic aspect of Bourdieu’s reflexivity: extant use of reflexivity in IB research has focused on being reflexive towards the findings, less so about scrutinising the researcher in relation to the knowledge that they produce (Maton,
2003). This reflects the relationship that adds the ‘epistemic’ (a.k.a. the validation of knowledge) facet to reflexivity. Arguably, the prospect afforded by epistemic reflexivity to achieve more ‘phenomenon-based’ and creative research, as encouraged by Doh (2007) and Delios (
2017) respectively, is not widely done in the IB discipline. Finally, given that the IB discipline is heavily positivisitic (Birkinshaw et al.,
2011; Buckley & Chapman,
1996b; Nielsen et al.,
2020), the idea that a researcher does not produce knowledge in a culture-free vacuum (which criticism is every bit as applicable to the quantitative research realm as the qualitative) remains insufficiently problematised.
As a result, the IB research field seems to have given quantitative research a somewhat unjustified “free pass” with regard to reflexive scrutiny (see Bourdieu,
1963). This is presumably a result of quantitative research being considered ‘proper’ IB research, and qualitative research being considered unjustifiably subjective and subject to unwanted bias (Chapman,
1997; Welch & Piekkari,
2017). IB research has historically been dominated, by the positivist and functionalist paradigms that reduce complexity into pre-conceived variables, and the ontological assumption that IB phenomena can be measured objectively through the use of such variables (Delios,
2017; Lauring, Bjerregård, & Klitmøller,
2018; Welch et al.,
2011), While this supports our argument regarding the notion that a researcher’s pre-conceived notions and understanding play a role in developing knowledge (Gadamer,
1994), unfortunately, the IB research field largely focuses on subjectivity and biases as a negative feature: something that can, and should, be removed in line with how scientific method assumes knowledge ought to be produced. Furthermore, the avoidance of reflexive scrutiny in quantitative research arguably reflects the poor recognition of reflexivity as integral to knowledge production. Reflexive engagement in IB research has been limited to the role of the researcher’s social background and interpersonal relations but not their intellectual biases and positioning in the intellectual field.
The following examples demonstrate the value of reflexivity to IB knowledge production. Shenkar, for instance, critiques the Cultural Distance construct (Shenkar,
2001), by arguing that “distance” is a problematic metaphor, and demonstrates that thinking about cross-cultural interaction is vastly different when considered under a different metaphorical heading, such as “friction”. Buckley and Chapman’s analysis of the short-comings of transaction-cost theory and hegemonic research philosophy in IB research argues that IB research fails to take into account the impact of individual managerial perspectives and the ‘bounded rationality’ of managers (Buckley & Chapman,
1997a,
b,
1996a,
b; Chapman,
1997). One might also consider the forgotten factor of perception in measuring FDI as observed in Chapman et al., (
2008,
2004a), who note that although Germans and Poles score very closely on tests designed to measure cultural values, they perceive each other as being very culturally distant, with clear implications for MNEs intending cross-cultural ventures involving these groups. Similarly, there is the highly contestable hegemony of western management theories, with Hofstede (
1993) demonstrating that even seemingly universal concepts such as “management” vary considerably in different cultural contexts. Additionally, the assumed primacy of theory and neglected methodology for producing knowledge, challenged by Doh (
2015) and Moore (
2013,
2011), call for approaches drawn from anthropology and phenomenon-based research to provide more nuanced perspectives. However, from a methodological standpoint, the IB field largely does not take up the benefits of reflexivity. Our contribution in terms of providing a practical guide for doing so, can aid the transparency in relation to reflexive engagement. The opportunity to develop a rigorous reflexive praxis in IB is thus particularly ripe in the present context.