UPSC MainsMANAGEMENT-PAPER-II202410 Marks
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Q20.

Critically evaluate the trends in India's foreign trade during last ten years.

How to Approach

This question requires a critical assessment of India’s foreign trade performance over the past decade (roughly 2014-2024, acknowledging knowledge cutoff). The answer should move beyond simply stating trends and delve into the *reasons* behind those trends, the *impact* on the Indian economy, and the *challenges* faced. Structure the answer chronologically, highlighting key phases and policy shifts. Include data on trade volume, composition (exports & imports), and major trading partners. Address both positive and negative aspects, and conclude with a forward-looking perspective.

Model Answer

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Introduction

India’s foreign trade has been a crucial driver of economic growth, contributing significantly to GDP and employment. In recent years, the global trade landscape has undergone significant shifts, marked by geopolitical tensions, supply chain disruptions (particularly post-COVID-19), and a growing emphasis on regionalization. India’s foreign trade, valued at approximately $770 billion in FY23 (as per DGFT data), has witnessed both robust growth and emerging vulnerabilities over the last decade. This answer will critically evaluate these trends, examining the key drivers, challenges, and future prospects of India’s international trade.

Phase 1: 2014-2019 – Moderate Growth & Policy Focus on Trade Facilitation

The initial phase (2014-2019) saw moderate growth in India’s foreign trade. Exports grew at an average rate of around 5-6% annually, while imports grew slightly faster. Key features included:

  • Focus on Trade Facilitation: The government implemented measures like the Foreign Trade Policy (FTP) 2015-20, emphasizing ease of doing business, reducing transaction costs, and streamlining export procedures.
  • Diversification of Export Markets: Efforts were made to reduce reliance on traditional markets like the US and Europe, with increased focus on emerging economies in Africa and Latin America.
  • Commodity Composition: Engineering goods, petroleum products, gems and jewellery, and pharmaceuticals remained major export items. Imports were dominated by crude oil, gold, machinery, and electronic goods.

Phase 2: 2019-2022 – COVID-19 Disruptions & Supply Chain Realignment

The COVID-19 pandemic significantly disrupted global trade, leading to a sharp contraction in India’s exports and imports in 2020. However, a swift recovery followed, driven by increased demand for Indian goods and a global realignment of supply chains.

  • Supply Chain Resilience: The pandemic highlighted the vulnerabilities of relying on single-source suppliers, prompting a push for diversifying supply chains and promoting domestic manufacturing through initiatives like the Production Linked Incentive (PLI) scheme (launched in 2021).
  • Rise of E-commerce: E-commerce exports witnessed substantial growth, particularly in sectors like handicrafts and textiles.
  • Increased Trade with China: Despite geopolitical tensions, trade with China continued to grow, albeit with a widening trade deficit.

Phase 3: 2022-2024 – Geopolitical Impacts & Focus on FTAs

The Russia-Ukraine war and rising geopolitical tensions further complicated the global trade landscape. India’s trade performance in this phase has been characterized by resilience, but also by new challenges.

  • Energy Security Concerns: The war led to a surge in crude oil prices, impacting India’s import bill and contributing to inflationary pressures.
  • Focus on Free Trade Agreements (FTAs): The government accelerated efforts to negotiate FTAs with key trading partners, including the UAE, Australia, and the UK, aiming to enhance market access for Indian goods. The India-Australia Economic Cooperation and Trade Agreement (ECTA) came into effect in December 2022.
  • Export Diversification: Continued efforts to diversify exports, with a focus on value-added products and services.

Trends in Trade Balance & Composition

India consistently runs a trade deficit, primarily due to high imports of crude oil and gold. While exports have grown, they haven’t been sufficient to offset the import bill. The composition of trade has remained relatively stable, with engineering goods, petroleum products, and pharmaceuticals being key export items. However, there’s been a growing share of services exports, particularly IT and business process outsourcing.

Year Exports (USD Billion) Imports (USD Billion) Trade Balance (USD Billion)
2014-15 313.2 447.5 -134.3
2018-19 330.0 512.1 -182.1
2022-23 451.0 715.5 -264.5

(Source: DGFT, data as of knowledge cutoff)

Challenges & Concerns

  • Trade Deficit: The persistent trade deficit remains a major concern, putting pressure on the Indian rupee.
  • Non-Tariff Barriers: Indian exporters face non-tariff barriers in several markets, including stringent quality standards and regulatory hurdles.
  • Infrastructure Deficiencies: Inadequate port infrastructure and logistics bottlenecks continue to hamper trade efficiency.
  • Geopolitical Risks: Rising geopolitical tensions and protectionist measures pose a threat to India’s trade prospects.

Conclusion

India’s foreign trade has demonstrated resilience in the face of global headwinds over the past decade. While growth has been uneven, the government’s focus on trade facilitation, diversification, and FTAs has yielded positive results. However, addressing the persistent trade deficit, improving infrastructure, and mitigating geopolitical risks remain crucial challenges. Moving forward, India needs to prioritize value-added exports, strengthen its integration into global value chains, and leverage digital technologies to enhance its trade competitiveness. A proactive and adaptable trade policy will be essential for realizing India’s full potential as a global trading power.

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

Trade Deficit
A trade deficit occurs when a country's imports exceed its exports. It indicates that the country is spending more on foreign goods and services than it is earning from its exports.
Non-Tariff Barriers (NTBs)
Non-Tariff Barriers are trade restrictions that are not tariffs. These can include quotas, embargoes, sanctions and regulations concerning product standards, labeling, and testing.

Key Statistics

India’s merchandise exports reached $451 billion in FY23, a growth of 0.74% over the previous year.

Source: Directorate General of Foreign Trade (DGFT), as of knowledge cutoff.

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

Source: Reserve Bank of India (RBI), as of knowledge cutoff.

Examples

PLI Scheme Impact

The Production Linked Incentive (PLI) scheme, launched in 2021, aims to boost domestic manufacturing and exports in sectors like electronics, pharmaceuticals, and textiles. Early data suggests a positive impact on exports in these sectors, with increased production and reduced reliance on imports.

Frequently Asked Questions

What is the significance of FTAs for India?

Free Trade Agreements (FTAs) provide preferential access to foreign markets, reducing tariffs and other trade barriers. This can boost Indian exports, attract foreign investment, and promote economic growth. They also signal a commitment to open trade and integration with the global economy.

Topics Covered

EconomyInternational RelationsForeign TradeExportsImports