In February 2026, Suman Bery, Vice-Chairman(VC) of the National Institute for Transforming India (NITI Aayog) released the 6th edition of ‘Trade Watch Quarterly (TWQ)-Thematic Analysis: Electronics Trade’ for the 2nd Quarter (Q2: July to September) of Financial Year 2025-26 (FY26) in New Delhi, Delhi.
- The report provides a comprehensive data-driven assessment of global and domestic trade trends.
Key Highlights of Report:
Focus Areas: The edition examines electronics exports, international demand patterns, tariff structures, and global value chain participation.
Electronics Sector Dominance: India’s electronics exports reached USD 42.1B in 2024 (5x growth since 2016), emerging as 2nd largest category after gems/jewellery.
India’s E-commerce Sector: The report highlighted that India is now among the top 6 e-commerce markets in the world, with the electronics sector accounting nearly 50% of online retail.
- The report further projected that e-commerce exports could contribute 20-30% of India’s merchandise exports by 2030, supported by ongoing enhancements in logistics efficiency, regulatory facilitation, among others.
Merchandise Exports and Imports: The report showed that Indian merchandise exports registered 8.5% year-on-Year (Y-o-Y) growth, outpacing import growth in both merchandise and services.
Services Sector: Drove trade performance with USD102B exports (+8.7%) and USD 48B surplus.
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