Whalesbook
April mein exports ka start kaafi strong raha, despite West Asia mein chal rahe tensions. Commerce Minister Piyush Goyal ne bataya ki shuruaati shipments last year ke compared mein kaafi badhi hain. Iska credit jaata hai naye FTAs ko aur jo baaki deals chal rahi hain unhe. Poore FY 2025-26 ke liye, total exports (goods + services) $860.09 billion tak pahunch gaye, matlab 4.22% ka growth. Merchandise exports thoda dheere, 0.93% badh kar $441.78 billion hue, lekin services exports ne apna dum dikhaya, jo $418.31 billion tak pahunche.
Government alag alag countries ke saath FTAs expand kar rahi hai, jaise UK, EU, UAE, Australia ke saath deals ho chuki hain, aur Peru, Chile, Canada jaise countries ke saath talks chal rahi hain. Ye agreements global protectionism ko counter karne ke liye bahut important hain. Iske alawa, Export Promotion Mission (EPM) bhi start kiya gaya hai, jisme FY 2030-31 tak ₹25,060 crore kharch kiye jayenge. Iska main focus MSMEs par hai, jo India ke total exports ka 45.73% share karte hain. Inki exports toh FY 2024-25 mein ₹12 lakh crore tak pahunch gayi, matlab tiinguni ho gayi! Agricultural exports bhi 8.8% badhe hain.
Ab aati hai asli dikkat wali baat. West Asia mein chal rahe crisis ki wajah se global shipping mein hahakaar macha hua hai. Key routes par capacity 30-35% kam ho gayi hai. Iska matlab hai ki safar lamba, aur freight costs 3-4 guna tak badh sakti hain! Emergency surcharges bhi lag rahe hain. Hamare around 40,000-45,000 containers toh atak gaye hain. Basmati rice jaise items ke liye toh freight costs 100% badh gayi aur insurance 1000%! Is wajah se March 2026 mein goods exports 7.6% gir kar $38.92 billion ho gaye. Poora trade deficit FY 2025-26 mein $119.30 billion ho gaya hai, kyuki imports exports se zyada ho gaye. Indian Rupee bhi pichhle 12 mahine mein 12.17% kamzor hua hai, aur March 2026 mein toh USD ke against record low par pahunch gaya tha. Aur woh $2 trillion export target jo 2030-31 tak chahiye tha, ab 2032 tak milega, kyuki pandemic aur global instability ne kaam kharab kar diya.
Toh abhi Export sector ek critical phase se guzar raha hai. FTAs aur EPM toh ek framework dete hain growth ka, lekin abhi sabse important hai geopolitical risks aur high shipping costs ko manage karna. Diversification, MSMEs ki competitiveness badhana, aur EPM ke andar infrastructure improve karna bahut zaroori hoga. Ye revised $2 trillion target ek practical approach dikhata hai in sab challenges ko dekh kar.