Whalesbook
Toh bhaiyon aur behno, India aur Norway ne ekdum official Green Strategic Partnership kar li hai, aur sath mein India-EFTA Trade and Economic Partnership Agreement (TEPA) bhi shuru kar diya hai. Is deal ke under, Norway aur EFTA ke charon desh – Norway, Switzerland, Iceland, aur Liechtenstein – milkar India mein aane wale 15 saalon mein $100 Billion (yani kareeb ₹75 Lakh Crore) ka investment karne ka vaada kar rahe hain. Iska target hai 10 Lakh direct jobs create karna, aur India ki manufacturing, innovation aur research ko push dena.
Magar suno, is bade pledge par ab sawaal uth rahe hain. Kuch reports keh rahi hain ki yeh investment ka vaada negotiation mein late add hua tha aur isko enforce karne ke liye koi khaas mechanism nahi hai. Switzerland ke officials ne toh yeh bhi clear kar diya hai ki yeh sab private sector par depend karta hai. Agar pichle 20 saalon (2000 se) ka record dekhein toh EFTA countries se total FDI $11 billion se bhi kam aaya hai, toh yeh $100 billion ka target thoda zyada hi ambitious lag raha hai.
Aur ek aur important twist! Norges Bank, jo duniya ka sabse bada sovereign wealth fund manage karta hai aur India mein kaafi invest karta hai, usne apne India portfolio mein cuts kiye hain. December 31, 2025 ke end tak, India ka weight uske portfolio mein 40 basis points kam hokar 2.1% ho gaya tha. Pichle saal (2025) India mein -1.4% ka negative return dekhne ko mila tha, jiske baad yeh decision liya gaya. Waise fund ka India portfolio $31.4 billion ka hai.
Lekin partnership ke kuch solid reasons bhi hain. Green Strategic Partnership ka goal hai clean energy, maritime security, digital health, space cooperation, aur blue economy jaisi cheezon mein milkar kaam karna. India ka digital health market toh bhai 2025 mein $19.15 billion se badhkar 2034 tak $84 billion hone wala hai. Clean energy mein bhi global investment $2.2 trillion tak pahunch gaya hai 2025 mein.
TEPA India ka EFTA ke chaar developed European deshon ke sath pehla free trade agreement hai, jismein investment aur job creation ke commitments hain, lekin yeh kitne binding hain, yeh abhi bhi debate ka issue hai. Overall, woh $100 billion ka FDI pledge aur 10 Lakh jobs ka target, yeh sab aspirational lag raha hai, binding nahi. Enforcement ka koi pakka plan nahi hai aur sab private sector ki initiative par nirbhar hai.
Aage ka outlook kya hai? Dekho, deal par sawaal hain, lekin yeh partnership aur engagement aage badhegi hi. India ka digital health aur clean energy market collaborate karne ke liye achha hai. Duniya aur desh rules-based order par focus kar rahe hain. Lekin sab investors aur policymakers yahi dekhenge ki FDI aur jobs ka target sach mein pura hota hai ya nahi, aur Norges Bank jaise funds ke decisions par bhi nazar rahegi ki woh kaise actual economic outcomes ko dekhte hain.