This a short note on the figures mentioned in the [article]( https://www.linkedin.com/posts/subhash-garg-2241682_services-will-not-keep-bailing-out-india-activity-7254418110437367810-K3j9?utm_source=share&utm_medium=member_desktop) titled *[Services will not keep bailing out India’s merchandise exports forever](https://www-deccanherald-com.cdn.ampproject.org/c/s/www.deccanherald.com/amp/story/business%2Feconomy%2Fservices-will-not-keep-bailing-out-indias-merchandise-exports-forever-3242870)*, authored by **Subhash Chandra Garg is former Finance & Economic Affairs Secretary, and author of ‘The Ten Trillion Dream’ and ‘We Also Make Policy’.**
1. *Indian merchandise exports grew by only 1% in first six months of 2024-25.*
Here total merchandise exports during April-Sept ofFY23-24 is compared with April-Sept of FY24-25.
April-Sept of FY23-24 = US$211.08 billion
April-Sept of FY24-25 = US$213.22 billion
**% change = 1% approx.**
2. *Services exports did much better at 9.66% raising overall export growth to 4.86%*
1. Here total merchandise exports during April-Sept ofFY23-24 is compared with April-Sept of FY24-25.
April-Sept of FY23-24= US$163.92 billion
April-Sept of FY24-25= US$180.00 billion
**% change = 9.10% approx.**
2. Total exports:
April-Sept of FY23-24 = US$393.22 billion
April-Sept of FY24-25 = US$375.00 billion
**% change = 4.86% approx.**
Source-https://www.commerce.gov.in/wp-content/uploads/2024/10/PIB-Release-2.pdf
3. *In five years of Modi 2.0, share of services exports has increased by more than 5%. If this trend persists, services export will overtake merchandise exports by 2029*
1. **FY19-20**
Total exports in April-Sept of FY19-20= US$267.21 billion
Total services exports in April-Sept of FY19-24= US$107.63 billion
**% share of services exports of this period (B) = 40.27%** [^1]
2. **FY24-25**
Total exports in April-Sept FY24-25 = US$393.22 billion
Total services exports in April-Sept FY24-25 = US$180.00 billion
**% share of services exports of this period (A) = 45.78%** [^2]
4. **A-B is more than 5%**
5. If this trend persists, services export will overtake merchandise exports by 2029.*
1.05^(4 years from FY25-26 to FY28-29)=21.55%. So 21.55% of 180 (services exports in April-Sept of FY24-25) is 218 which is greater than 213.22 (merchandise exports in April-Sept of FY24-25)
6. China Plus One, also known simply as Plus One or C+1, is a strategy or a trend to encourage investments into manufacturing in other promising developing economies such as India, Thailand, Turkey or Vietnam.
7. *Services exports did exceedingly well, rising 9.66 per cent from $164.14 billion to $180 billion.*
Here total services exports during April-Sept of FY23-24 is compared with April-Sept of FY24-25.
8. *Exports to China, our fourth largest export market in the first half of 2023-2024 with India exporting $7.63 billion of goods, recorded a degrowth of 9.35 per cent, downgrading China to fifth place, with exports declining to $6.91 billion.
April-Sept FY23-24 = $7626.38 million
April-Sept FY24-25 = $6913.20 million
% change = 9.35% approx.
Source - https://www.commerce.gov.in/wp-content/uploads/2024/10/Quick-Estimates-September-2024-2-2.pdf
Path to the file: https://commerce.gov.in/trade-statistics > Latest Trade Figures > Quick Estimates for selected Major Commodities for
October 2024
9. *India’s merchandise trade deficit of $49.38 billion with China during April-September 2024 constituted 41 per cent of the total trade deficit of ~~$119.24 billion~~ $137.44 billion.*
Total Trade Deficit = $350662.39 million - 213222.29 million = $137.44 billion
April-Sept FY23-24 = $6913.20 million - $56289.37 million = $49.38 billion
**% share - ~~41%~~ 35.92%**
Path to the file - Same as above.
10. *Apple contractors establishing a major production base in India resulting in India’s electronics exports growing handsomely ($15.64 billion in the first half of 2024-2025 against $13.06 billion in 2023-2024) recording growth of 19.74 per cent.*
Total electronics exports:
April-Sept FY23-24 = $13062.30 million = $13.06 billion
April-Sept FY24-25 = $15640.51 million = $15.64 approx.
Path to the file - Row 22 of Page 1 of the file above
11. *The government runs hundreds of [[Exports & The RBI#^3a66ee|export promotion schemes]] and spends billions of dollars promoting merchandise exports. Data tells you that it is unfortunately making no real difference.*
>[!normal]
> 1. Angus Maddison[1](https://rbi.org.in/scripts/BS_SpeechesView.aspx?Id=1074#F1) estimates that India and China were the world’s two largest economies until the early 18th century.
> 2. China is the world’s largest economy today on PPP basis and India is the third largest.
> 3. If you add up India’s exports and imports, the U.S. and sometimes China have been India's largest trading partners.
> 4. India is world’s third largest economy today in PPP terms
## References
1. Subhash Chandra Garg. (2024, October 22). _Services will not keep bailing out India’s merchandise exports forever_. _Deccan Herald_. [Link](https://www.deccanherald.com/amp/story/opinion/services-will-not-keep-bailing-out-indias-merchandise-exports-forever-3242870)
[^1]: https://pib.gov.in/PressReleaseIframePage.aspx?PRID=1588199
[^2]: https://pib.gov.in/PressReleaseIframePage.aspx?PRID=1588199