UPSC MainsECONOMICS-PAPER-II202320 Marks
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Q18.

Briefly explain the growth and structure of India's foreign trade in the post-liberalization period.

How to Approach

This question requires a structured response detailing the evolution of India’s foreign trade post-1991. The answer should begin by briefly outlining the pre-liberalization scenario, then focus on the key changes brought about by liberalization – shifts in composition, direction, and volume of trade. It’s crucial to highlight the role of policy reforms, global economic trends, and India’s integration into the global value chain. The answer should be analytical, supported by data and examples, and demonstrate an understanding of the complexities of India’s trade landscape.

Model Answer

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Introduction

Prior to 1991, India’s foreign trade was characterized by protectionist policies, import substitution, and a limited role for the private sector. The balance of payments crisis in 1991 necessitated a paradigm shift, leading to the adoption of liberalization, privatization, and globalization (LPG) reforms. These reforms fundamentally altered the structure and growth trajectory of India’s foreign trade, transforming it from a largely inward-looking system to a more open and globally integrated one. This answer will briefly explain the growth and structure of India’s foreign trade in the post-liberalization period, highlighting key trends and policy changes.

Growth of India’s Foreign Trade Post-Liberalization

The post-liberalization period witnessed a significant surge in India’s foreign trade. This growth can be broadly categorized into phases:

  • Early Phase (1991-2000): Initial reforms focused on reducing tariffs, removing import licensing, and promoting exports. Trade growth was moderate but steady, driven primarily by increased exports of textiles, garments, and gems & jewelry.
  • Acceleration Phase (2000-2008): India benefited from the global economic boom and increased integration into global value chains. Exports diversified into engineering goods, pharmaceuticals, and IT services. The implementation of the Export-Import (EXIM) policy further facilitated trade.
  • Post-Global Financial Crisis (2008-2020): While the global financial crisis initially impacted trade, India demonstrated resilience. Trade continued to grow, albeit at a slower pace, with a focus on diversifying export markets and promoting value-added exports.
  • Recent Trends (2020-Present): The COVID-19 pandemic caused a temporary disruption, but trade rebounded strongly in 2021-22 and 2022-23, reaching record levels. Focus is now on boosting exports through initiatives like the Production Linked Incentive (PLI) scheme.

Structure of India’s Foreign Trade

Composition of Trade

The composition of India’s foreign trade has undergone a significant transformation:

  • Exports: Initially dominated by traditional goods like textiles and agricultural products, exports have diversified to include engineering goods, petroleum products, chemicals, pharmaceuticals, and IT services. Services exports have become increasingly important, contributing significantly to India’s export earnings.
  • Imports: India’s imports are largely dominated by crude oil, gold, machinery, chemicals, and electronic goods. The import bill is heavily influenced by global commodity prices and domestic demand.

Data (as of 2022-23): India’s total merchandise exports were US$451.03 billion, and imports were US$715.41 billion, resulting in a trade deficit of US$264.38 billion. (Source: Department of Commerce, Government of India - Knowledge Cutoff Sept 2023)

Direction of Trade

The direction of India’s trade has also evolved:

  • Pre-Liberalization: Trade was largely concentrated with the Soviet Union and other socialist countries.
  • Post-Liberalization: The US, China, the UAE, Saudi Arabia, and the European Union have emerged as major trading partners. India is also actively pursuing trade agreements with other countries and regions, such as the ASEAN, Japan, and Australia.
Major Export Destinations (2022-23) Percentage Share
United States 17.36%
Netherlands 6.32%
United Arab Emirates 5.95%

Policy Reforms and Trade Facilitation

Several policy reforms have played a crucial role in shaping India’s foreign trade:

  • EXIM Policy: Regular revisions of the EXIM policy have simplified procedures, reduced transaction costs, and promoted exports.
  • Special Economic Zones (SEZs): SEZs were established to attract foreign investment and promote export-oriented manufacturing.
  • Trade Agreements: India has entered into numerous bilateral and regional trade agreements to enhance market access and promote trade.
  • Digitalization: The implementation of online platforms for trade facilitation, such as the ICEGATE portal, has streamlined customs procedures and reduced delays.
  • Production Linked Incentive (PLI) Scheme: Launched in 2020, this scheme aims to boost domestic manufacturing and exports by providing financial incentives to companies.

Conclusion

In conclusion, India’s foreign trade has undergone a remarkable transformation since the liberalization of 1991. The growth in trade volume, diversification of the trade basket, and shift in trading partners reflect India’s increasing integration into the global economy. However, challenges remain, including a persistent trade deficit, dependence on commodity imports, and the need to further improve trade infrastructure and logistics. Future growth will depend on continued policy reforms, diversification of export markets, and a focus on value-added exports, alongside navigating global economic uncertainties and geopolitical risks.

Answer Length

This is a comprehensive model answer for learning purposes and may exceed the word limit. In the exam, always adhere to the prescribed word count.

Additional Resources

Key Definitions

Balance of Payments (BoP)
A statement of all economic transactions between a country and the rest of the world over a given period of time.
Global Value Chain (GVC)
The full range of activities that firms and workers perform to bring a product or service from its conception to its end use.

Key Statistics

India’s share in global merchandise trade increased from 0.7% in 1990 to 2.1% in 2022.

Source: World Trade Organization (WTO)

Services exports accounted for approximately 25% of India’s total exports in FY23.

Source: Reserve Bank of India (RBI) - Knowledge Cutoff Sept 2023

Examples

Growth of IT Services Exports

The phenomenal growth of India’s IT services sector, particularly in the post-liberalization era, has significantly contributed to export earnings and employment generation. Companies like TCS, Infosys, and Wipro have become global leaders in IT services.

Frequently Asked Questions

What is the impact of global commodity prices on India’s trade?

India is a major importer of crude oil and other commodities. Fluctuations in global commodity prices can significantly impact India’s import bill and trade balance. Higher prices can lead to a larger trade deficit and inflationary pressures.

Topics Covered

EconomyInternational RelationsForeign TradeEconomic LiberalizationExports