Socio-Psychological Insights on Bilingualism
Socio-Psychological Insights on Bilingualism
Other central concepts such as individuals’ bilingual language attitudes, language choic
es, and consequences are addressed, which set bilinguals apart from monolinguals. Lan
guage acquisition is as much an innate, biological, as social phenomenon; these two com
plementary dimensions receive consideration in this article along with the educational is
sues of school performance by bilinguals. Is bilingualism a blessing or a curse? The lin
guistic and cognitive consequences of individual, societal, and political bilingualism are
examined.
Keywords: defining bilinguals, conceptual view of bilingualism, becoming bilingual, social networks, language or
ganization of bilinguals, the bilingual mind, bilingual language choices, language mixing, code-mixing/switching,
bilingual identities, consequences of bilingualism, bilingual creativity, individual, social, and political bilingualism
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The investigation of bi- and multilingualism is a broad and complex field. Unless other
wise relevant on substantive grounds, the term “bilingualism” in this article is used as an
all-inclusive term to embody both bilingualism and multilingualism.
3. Describing Bilingualism
Unlike monolingualism, childhood bilingualism is not the only source and stage of acquir
ing two or more languages. Bilingualism is a lifelong process involving a host of factors
(e.g., marriage, immigration, and education), different processes (e.g., input conditions,
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input types, input modalities and age), and yielding differential end results in terms of dif
ferential stages of fossilization and learning curve (U-shape or nonlinear curve during
their grammar and interactional development). For this reason, it does not come as a sur
prise that defining, describing, and categorizing a bilingual is not as simplistic as defining
a monolingual person. In addition to individual bilingualism, social and political bilingual
ism adds yet other dimensions to understanding bilingualism. Naturally then, there is no
universally agreed upon definition of a bilingual person.
Bilingual individuals are subjected to a wide variety of labels, scales, and dichotomies,
which constitute a basis of debates over what is bilingualism and who is a bilingual. Be
fore shedding light on the complexity of “individual” bilingualism, one should bear in
mind that the notion of individual bilingualism is not devoid of social bilingualism, or an
absence of a shared social or group grammar. The term “individual” bilingualism by no
means refers to idiosyncratic aspects of bilinguals, which is outside the scope of this
work.
Other researchers such as Mackey, Weinreich, and Haugen define bilingualism to capture
language use of bilinguals’ verbal behavior. For Haugen, bilingualism begins when the
speakers of one language produce complete meaningful utterances in the second lan
guage (Haugen, 1953; Mackey, 2000; Weinrich, 1953). Mackey, on the other hand, defines
bilingualism as an “alternate use of two or more languages” (Mackey, 2000). Observe that
the main objective of the two definitions is to focus on language use rather the degree of
language proficiency or equal competency in two languages.
The other notable types of bilingualism identified are as follows: Primary/Natural bilin
gualism in which bilingualism is acquired in a natural setting without any formal training;
Balanced bilingualism that develops with minimal interference from both languages; Re
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The profile of this author further highlights the problems and challenges of defining and
describing a bilingual or multilingual person. The author, as an immigrant child growing
up in India, acquired two languages by birth: Saraiki—also called Multani and Lahanda,
spoken primarily in Pakistan—and Punjabi, which is spoken both in India and Pakistan.
Growing up in the Hindi-speaking area, he learned the third language Hindi-Urdu primar
ily in schools; and his fourth language, English, primarily after puberty during his higher
education in India and the United States. He cannot write or read in Saraiki but can read
Punjabi in Gurmukhi script, and he cannot write with the same proficiency. He has native
proficiency in speaking, listening, reading, and writing. A close analysis of his bilingual
ism reveals that no single label or category accounts for his multifaceted bilingualism/
multilingualism. Interestingly, his self-assessment finds him linguistically least secured in
his two languages, which he acquired at birth. Is he a semilingual without a mother
tongue? No matter how challenging it is to come to grips with bilingualism and, conse
quently, develop a “holistic” view of bilingualism, it is clear that a bilingual person
demonstrates many complex attributes rarely seen in a monolingual person. See Edwards
(2004/2006) and Wei (2013) for more details. Most important, multiple languages serve
as a vehicle to mark multiple identities (e.g., religious, regional, national, ethnic, etc.).
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societies bilingualism is seen as a negative and divisive force and is, thus, suppressed or
even banned in public and educational arenas. Compare the pattern of intergenerational
bilingualism in India and the United states, where it is well-known that second or third-
generation immigrants in the United States lose their ethnic languages and turn monolin
guals in English (Fishman, Nahirny, Hofman, & Hayden, 1966). Conversely, Bengali or
Punjabi immigrants living in Delhi, generation after generation, do not become monolin
guals in Hindi, the dominant language of Delhi. Similarly, elite bilingualism vs. folk bilin
gualism has historically prevailed in Europe, Asia, and other continents and has gained a
new dimension in the rapidly evolving globalized society. As aristocratic society patron
ized bilingualism with French or Latin in Europe, bilingualism served as a source of elit
ism in South Asia in different ages of Persian and English. Folk bilingualism is often the
byproduct of social dominance and imposition of a dominant group. While elite bilingual
ism is viewed as an asset, folk bilingualism is seen as problematic both in social and edu
cational arenas (Skutnabb-Kangas, 1981). One of the outcomes of a stable elite and folk
bilingualism is diglossia (e.g., Arabic, German, Greek, and Tamil) where both High (elite)
and Low (colloquial) varieties of a language—or two languages with High and Low social
distinctions—coexist (e.g., French and English diglossia after the Norman conquest (Fer
guson, 1959). Diasporic language varieties have been examined by Clyne and Kipp (1999)
and Bhatia (2016). Works by Baker and Jones (1998) show how bilinguals belong to com
munities of variable types due to accommodation (Sachdev & Giles, 2004/2006), indexi
cality (Eckert & Rickford, 2001), social meaning of language attitudes (Giles & Watson,
2013; Sachdev & Bhatia, 2013), community of practice, and even imagined communities.
Political bilingualism refers to the language policies of a country. Unlike individual bilin
gualism, categories such as monolingual, bilingual, and multilingual nations do not reflect
the actual linguistic situation in a particular country (Edwards, 1995, 2004/2006; Ro
maine, 1989/1995). Canada, for instance, is officially recognized as a bilingual country.
This means that Canada promotes bilingualism as a language policy of the country as well
as in Canadian society as a whole. By no means does it imply that most speakers in Cana
da are bilinguals. In fact, monolingual countries may reflect a high degree of bilingual
ism. Multilingual countries such as South Africa, Switzerland, Finland and Canada often
use one of the two approaches—“Personality” and “Territorial”—to ensure bilingualism.
The Personality principle aims to preserve individual rights (Extra & Gorter, 2008; Mack
ey, 1967) while the Territorial principle ensures bilingualism or multilingual within a par
ticular area to a variable degree, as in the case of Belgium. In India, where 23 languages
are officially recognized, the government’s language policies are very receptive to multi
lingualism. The “three-language formula” is the official language policy of the country
(Annamalai, 2001). In addition to learning Hindi and English, the co-national languages,
school children can learn a third language spoken within or outside their state.
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Now let us examine some determinants of language choice by bilinguals. Consider the
case of this author’s verbal behavior and linguistic choices that he normally makes while
interacting with his family during a dinner table conversation in India. He shares two lan
guages with his sisters-in-law (Punjabi and Hindi) and four languages with his brothers
(Saraiki, Punjabi, Hindi, and English). While talking about family matters or other infor
mal topics, he uses Punjabi with his sisters-in-law but Saraiki with his brothers. If the top
ic involves ethnicity, then the entire family switches to Punjabi. Matters of educational
and political importance are expressed in English and Hindi, respectively. These are un
marked language choices, which the author makes unconsciously and effortlessly with
constant language switching depending on participants, speech events, situations, or oth
er factors. Such a behavior is largely in agreement with the sociolinguistic Model of
Markedness, which attempts to explain the sociolinguistic motivation of code-switching
by considering language choice as a means of communicating desired group membership,
or perceived group memberships, and interpersonal relationships (Pavlenko, 2005).
Speaking Sariki with brothers and Punjabi with sister-in-laws represent unconscious and
unmarked choices. Any shift to a marked choice is, of course, possible on theoretical
grounds; however, it can take a serious toll in terms of social relationships. The use of
Hindi or English during a general family dinner conversation (i.e., a “marked” choice) will
necessarily signal social distancing and fractured relations.
Languages choice is not as simple as it seems at first from the above example of family
conversation. In some cases, it involves a complex process of negotiation. Talking with a
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During a speech event, language choice is not always static either. If the topic of conver
sation shifts from a casual topic to a formal topic such as education, a more suitable
choice in this domain would be English; subsequently, a naturally switch to English will
take place. In other words, “complementarity” language domains or language-specific do
main allocation represent the salient characteristics of bilingual language choice. The dif
ferential domain allocation manifests itself in the use of “public” vs. “private” language by
bilinguals, which is central to bilingual verbal repertoire (Ritchie & Bhatia, 2013). Often
the role of expressing emotions or one’s private world is best played by the bilingual’s
mother tongue rather than by the second or prestige/distant language. Research on bilin
gualism, emotions, and autobiographical memory accounts of bilinguals shows that an ac
count of emotional events is qualitatively and quantitatively different when narrated in
one’s mother tongue than in a distant second language (Devaele, 2010; Pavlenko, 2005).
While the content of an event can be narrated equally well in either language, the emo
tional experience/pain is best described in the first language of the speaker. Particularly,
bilingual parents use their first language for terms of endearment for their children.
Their first language serves as the best vehicle for denoting emotions toward their chil
dren than any other language in their verbal repertoire. Taboo topics, on the other hand,
favor the second or a distant language.
Any attempt to characterize the bilingual mind must account for the following three nat
ural aspects of bilingual verbal behavior: (1) Depending upon the communicative circum
stances, bilinguals swing between the monolingual and bilingual language modes; (2)
Bilinguals have an ability to keep two or more languages separate whenever needed; and
(3) More interestingly, they can also carry out an integration of two or more languages
within a speech event.
Bilinguals are like a sliding switch who can move between one or more language states/
modes as required for the production, comprehension, and processing of verbal messages
in a most cost-effective and efficient way. If bilinguals are placed in a predominantly
monolingual setting, they are likely to activate only one language; while in a bilingual en
vironment, they can easily shift into a bilingual mode to a differential degree. The activa
tion or deactivation process is not time consuming. In a bilingual environment, this
process usually does not require bilinguals to take more than a couple of milliseconds to
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swing into a bilingual language mode and revert back to a monolingual mode with the
same time efficiency. However, under unexpected circumstances (e.g., caught off-guard
by a white Canadian speaking an African language in Canada) or under emotional trauma
or cultural shock, the activation takes considerable time. In the longitudinal study of his
daughter, Hildegard, reported that Hildegard, while in Germany, came to tears at one
point when she could not activate her mother tongue, English (Leopard, 1939–1950). The
failure to ensure natural conditions responsible for the activation of bilingual language
mode is a common methodological shortcoming of bilingual language testing, see Gros
jean (2004/2006, 2010). An in-depth review of processing cost involved in the language
activation-deactivation process can be found in Meuter (2005). Do bilinguals turn on their
bilingual mode, even if only one language is needed to perform a task? Recent research
employing an electrophysiological and experimental approach shows that both languages
compete for selection even if only one language is needed to perform a task (Martin, Der
ing, Thomas, & Thierry, 2009; Hoshino & Thierry, 2010). For more recent works on paral
lel language activation and language competition in speech planning and speech produc
tion, see Blumenfeld and Marian (2013). In other words, the potential of activation and
deactivation of language modes—both monolingual and bilingual mode—hold an impor
tant key to bilingual’s language use.
1.
2.
3.
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Any unified treatment of the bilingual mind has to account for the language separation
(i.e., CS) and language integration (CM) aspects of bilingual verbal competence, capacity,
use, and creativity. In that process, it needs to address the following four key questions,
which are central to an understanding the universal and scientific basis for the linguistic
creativity of bilinguals.
Earlier research from the 1950s–1970s concluded that CM is either a random or an un
systematic phenomenon. It was either without subject to formal syntactic constraints or is
subject only to “irregular mixture” (Labov, 1971). Such a view of CM/CS is obsolete since
late the 20th century. Recent research shows that CM/CS is subject to formal, functional,
and attitudinal factors. Studies of formal factors in the occurrence of CM attempt to tap
the unconscious knowledge of bilinguals about the internal structure of code-mixed sen
tences. Formal syntactic constraints on the grammar of CM, such as The Free Morpheme
Constraint (Sankoff & Poplack, 1981); The Closed Class Constraint (Joshi, 1985), within
the Generative Grammar framework; and The Government Constraint and the Functional
Head Constraint within the non-lexicalist generative framework, demonstrate the com
plexity of uncovering universal constraints on CM; for details, see Bhatia and Ritchie
(2009). Recently, the search for explanations of cross-linguistic generalizations about the
phenomenon of CM, specifically in terms of independently justified principles of language
structure and use, has taken two distinct forms. One approach is formulated in terms of
the theory of linguistic competence within the framework of Chomsky’s Minimalist Pro
gram (MacSwan, 2009). The other approach—as best exemplified by the Matrix Language
Frame (MLF) model (Myers-Scotton & Jake, 2001) is grounded in the theory of sentence
production, particularly that of Levelt (1989). Herring and colleagues test the strengths
and weaknesses of both a Minimalist Program approach and the MLF approach on ex
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planatory grounds based on switches between determiner and their noun complements
drawn from Spanish-English and Welsh-English data (Herring, Deuchar, Couto, & Quin
tanilla, 2010). Their work lends partial support to the two approaches.
While research on the universal grammar of CM attempts to unlock the mystery of the
systematic nature of CM on universal grounds, it does not attempt to answer Question
(II), namely, the “why” aspect of CM. The challenge for linguistic research in the new mil
lennium is to separate grammatical constraints from those motivated by, or triggered by,
socio-pragmatic factors or competence. Socio-pragmatic studies of CM reveal the follow
ing four factors, which trigger CM/CS: (1) the social roles and relationships of the partici
pants (e.g., dual/multiple identities; social class); (2) situational factors (discourse topic
and language domain allocation); (3) message-intrinsic consideration; (4) language atti
tudes, including social dominance and linguistic security. See Ritchie and Bhatia (2013)
and Myers-Scotton (1998) for further details. The most commonly accepted rule is that
language mixing signals either a change or a perceived change by speaker in the socio-
psychological context of a speech event. In essence, CM/CS is motivated by the consider
ation of “optimization,” and it serves as an indispensable tool for meeting creative and in
novative needs of bilinguals (Bhatia, 2011). A novel approach provides further insights in
to a discourse-functional motivation of CM, namely, coding of less predictable, high infor
mation-content meanings in one language and more predictable, lower information-con
tent meanings in another language (Myslin & Levy, 2015).
Now let us return to Question (III). From the discussion of Questions (I and II), it is self-
evident that complexity and multifaceted creativity underlies CM/CS in bilingual commu
nication. Surprisingly, though, the social evaluation of a mixed system is largely negative.
Even more interestingly, bilinguals themselves do not have a positive view of language
mixing. It is the widely held belief on the part of the “guardians” of language (including
the media) and puritans that any form of language mixing is a sign of unsystematic or
decadent form of communication. Bilinguals are often mocked for their “bad” and “irregu
lar” linguistic behavior. They are often characterized as individuals who have difficulty ex
pressing themselves. Other labels such as “lazy” and “careless” are also often bestowed
upon them. Furthermore, the guardians of language often accused them of destroying
their linguistic heritage. For these reasons, it is not surprising that even bilinguals them
selves become apologetic about their verbal behavior. They blame mixing on “memory
lapse,” among other things, and promise to correct their verbal behavior, vowing not to
mix languages. In spite of this, they cannot resist language mixing!
Table 1 illustrates the anomaly between the scientific reality of language mixing and its
social perception. Social perception translates into the negative evaluation of mixed
speech.
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Backlash to mixing is not just restricted to societies and bilinguals; even governments get
on the bandwagon. Some countries, such as the newly freed countries of the ex-Soviet
Union and France, regulate or even ban mixing either by appointing “language police” or
by passing laws to wipe out the perceived negative effects of “bad language” in the public
domain. Asia is not an exception in this regard. A case in point is a recent article by Tan
(2002) reporting that the Government of Singapore has banned the movie Talk Cock
because it uses a mixed variety of English, called Singlish. Linguistic prescriptivism clear
ly played a central role in the decision. In spite of the near-universal negative evaluation
associated with CM/CS, the benefits rendered by language mixing by far outweigh its
negative perception, which, in turn, compels the unconscious mind of bilinguals to mix
and switch in order to yield results that cannot be rendered by a single/puritan language
use; for a typology of bilingual linguistic creativity, and socio-psychological motivations,
see Ritchie and Bhatia (2013).
Returning to the fourth question, it should be noted that CM/CS is quite distinct from lin
guistic borrowing. The primary function of linguistic borrowing is to fill a lexical gap in a
borrower’s language (e.g., Internet, satellite). Furthermore, with borrowing, the struc
ture of the host language remains undisturbed. However, CM requires complex integrity
of two linguistic systems/grammar within a sentence, which may yield a new grammar.
Other mixed systems, such as pidgin and creole languages, often fail to match the com
plexity and creativity of CM/CS. The distinction between code-mixing and code-switching
is controversial for a number of reasons, particularly the integration of the participating
grammar’s intrasententially details; see Bhatia and Ritchie (2009). Additionally, Deuchar
and Stammers (2016) claim that code-switches and borrowings are distinct on the basis
of frequency and degree of integration. Specifically, only the former are low in both fre
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quency and integration. For details about contrasting and comparing different positions
on this issue, see Myslin & Levy (2015); Poplack and Meechan (1998); and Lakshmanan,
Balam, and Bhatia (2016). Furthermore, there is a debatable distinction between CM and
Translanguaging (Garcia & Wei, 2014).
While raising bilingual children does not pose any serious challenge for majority children
(e.g., English-speaking children learning French in Canada), it is a different story for mi
nority or heritage children. Sadly, a complex mix of political and social bilingualism leads
heritage/minority parents, who themselves experience adverse discrimination in social
and work settings, simply to prohibit the use of minority languages in family and educa
tional environments. This practice, no matter how well intended, often results in negative
school performance and emotional problems for minority children.
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taneous bilingual; conversely, a child being exposed to one language first followed by a
second language, with the latter coming after the age of five, is referred to as sequential
bilingual. Sequential bilingualism takes place either in schools or in peer groups and/or
family settings. Surely, sequential bilingualism can persist throughout the adulthood. How
is early bilingualism different from late bilingualism? Research on sequential and adult
language acquisition shows that the pattern of sequential/successive language acquisition
falls somewhere in the middle of the continuum between a simultaneous bilingual and an
adult language learner.
The differential competencies, as evident from the different types of adult bilinguals, can
be accounted for primarily on sociolinguistic grounds. For instance, gender or the period
of residency in a host country yields the qualitative and quantitative differences in bilin
gual language acquisition. Factors such as access to workplace, education, relationship,
social networks, exogamic marriage, religion, and other factors lead to differential male
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and female bilingualism in qualitative grounds (Piller & Pavlenko, 2004/2006). Additional
ly, learners’ type, their aptitude, and attitude also contribute to a variable degree of lan
guage learning curves. Instrumental learners who learn a second language for external
gains tend to lag behind Integrative learners who aim at integration with the target cul
ture. Similarly, the Social Accommodation Theory (Sachdev & Giles, 2004/2006) attempts
to explain differences in language choices and consequences on one hand and the social
evaluation of speech (good vs. bad accents) on the other, which influence the social-psy
chological aspects of bilingual verbal interaction in different social settings (Altarriba &
Moirier, 2004/2006; Lippi-Green, 2012).
8. Effects of Bilingualism
Until the middle of the 20th century in the United States, researchers engaged in examin
ing the relationship between intelligence and bilingualism concluded that bilingualism
has serious adverse effects on early childhood development. Such findings led to the de
velopment of the “factional” view of bilingualism, which was grounded in a flawed mono
lingual perspective on the limited linguistic capacity of the brain on one hand and the Lin
guistic Deficit Hypothesis on the other.
Their line of argument was that crowding the brain with two languages leads to a variety
of impairments in both the linguistic and the cognitive abilities of the child. Naturally,
then, they suggested that bilingual children not only suffer from semilingualism (i.e., lack
ing proficiency both in their mother tongue and the second language) and stuttering, etc.,
but also from low intelligence, mental retardation, left handedness, and even schizophre
nia.
It took more than half a century before a more accurate and positive view of bilingualism
emerged. The main credit for this goes to the pioneering work of Peal and Lambert
(1962), which revealed the actual benefits of bilingualism. The view of bilingualism that
subsequently emerged can be characterized as the Linguistic Augmentation Hypothesis
(Peal & Lambert, 1962). Peal and Lambert studied earlier balanced bilingual children and
controlled for factors such as socioeconomic status. Sound on methodological grounds,
their result showed bilinguals to be intellectually superior to their monolingual counter
parts. Their study, which was conducted in Montreal, changed the face of research on
bilingualism. Many studies conducted around the globe have replicated the findings of
Peal and Lambert. In short, cognitive, cultural, economic, and cross-cultural communica
tion advantages of childhood and lifelong bilingualism are many, including reversing the
effects of aging (Bialystok, 2005; Hakuta, 1986). Nevertheless, the effects of bilingualism
on children’s cognitive development, particularly on executive function and attention, is
far from conclusive; see Klein (2015) and Bialystok (2015).
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Are bilinguals just a composite or sum of two monolinguals crowded in one brain? A large
body of research devoted to the bilingualism and intelligence debate either implicitly or
explicitly subscribed to the “two monolinguals in one brain” conception. This set the
stage for the “linguistic deficiency hypothesis” about bilingual children and adults on one
hand and the limited linguistic capacity of the brain on the other. When looking from the
lens of monolingualism, a “factional view” (Bhatia & Ritchie, 2016; Nicol, 2001), or even
distorted view, of bilingualism emerged that portrayed bilinguals as semilinguals with a
lack of proficiency not just in one but two languages. Although still in its infant stage,
from recent research on bilingualism, a more accurate or holistic view of a bilingual and
multilingual person has begun to emerge in 1990s, namely, just as an individual bilingual
does not constitute two monolinguals in one brain, a multilingual is not merely a byprod
uct of bilingualism alone or vice versa. Similarly, the notion that brain capacity is ideally
suited for one language is a myth. Additionally and interestingly, no two bilinguals behave
the same way all the time since they are not a clone of each other.
The role of sociolinguistic factors in language learning; language use (creativity); lan
guage maintenance; and language shift, particularly in trilingual language acquisition
and use, opens new challenging areas of future research. The main challenge for theoreti
cians and practitioners is how to come to grips with various facets of the bilingual brain
ranging from language contact, bilingual language interaction, to language modes of the
bilingual mind/brain on one hand and methodological issues on the other.
Despite a number of studies on the Critical Period Hypothesis, and other competing hy
potheses of bilingual language acquisition, future research in cognitive aptitude, age, and
multiple language effects with the lens of interdisciplinary debatable findings and
methodologies continues to pose new challenges and promises to the field of bilingualism
(Long, 2016).
Further Reading
Handbooks
Auer, P., & Wei, L. (Eds.). (2007). Handbook of multilingualism and multilingual communi
cation. Berlin: Mouton de Gruyter.
Bhatia, T., & Ritchie, W. (2004/2006). The handbook of bilingualism. Oxford: Wiley-Black
well.
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and Legal Notice).
Bhatia, T., & Ritchie, W. (2013). The handbook of bilingualism and multilingualism. Ox
ford: Wiley-Blackwell.
Ferreira, A., & Schwieter, J. W. (Eds.). (2015). Psycholinguistic and cognitive inquiries into
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