Former Sr Eco Adv in GOI Calls for Full FTA Review with Developing Countries, Advocates Join in FTAs with Majors

·         India’s Preferential/Free Trade Agreements (PTAs/FTAs): Strategies and Policies

[By Dr H A C Prasad - International Trade and Services Consultant and Former Senior Economic Adviser, MOF, GOI]

·         Most of India’s FTAs have been more beneficial to its FTA partners than India.

·         There is some sort of an ‘Unequal Exchange’ for India in its FTAs in terms of both tariffs and preferential imports/exports with some exceptions.

·         Balance in terms of Preferential trade can be seen only in the case of India-South Korea preferential trade, where both the preferential trade shares and preferential tariffs on both the import and export sides are near to each other.

·         In the case of ASEAN also the share of preferential imports by ASEAN from India is less than India’s preferential imports from ASEAN. The preferential tariffs, are low and preference margin is high for India’s imports from ASEAN.

·         While preferential tariffs are extended by India’s FTA partners to India, unlike India, majority of items are not covered in the given sector at the 2-digit level.

·         The Margin of Preference given by India to its FTA partners is higher than the Margin of Preference given by them.

·         The DIPP has also recently come up with a proposal to identify sectors to be kept in the Reserved list in the context of FTAs.

·         Imports of Natural Rubber has increased mainly from Indonesia, Malaysia, Thailand, Singapore and Vietnam. Domestic price has come down much below the Cost of Production resulting in huge loss to producers which has compelled many producers not to tap rubber.

·         Under SAFTA, NR is allowed to be imported from least developed country members at zero duty from 2011.

·         NR is also affected by the import of low tariffed synthetic rubber, though in 2023 Budget import duty on Compounded Rubber was increased. Tariffs on Synthetic rubber should be rationalized by not only taking note of the concern of its users, but also the producers of NR.

·         Under ASEAN, duty payable is 51% whereas under Indo Sri Lanka Free Trade Agreement (ISFTA) and SAFTA the duties are zero percent and 8%.

·         Large quantities of pepper are also being smuggled into India via Nepal, Myanmar and Bangladesh borders.

·         Continuation of the Quota under ISLFTA as this has livelihood concerns of large number of people

·         Arecanut has 100% import duty and MIP of Rs 351 per kg at present. India produces more than 50% of the World production of Arecanut and about 10 million people depend on this Crop.

·         Imports are mainly from Srilanka and Indonesia though there are reports of informal or illegal imports from Myanamar.

·         In the case of the leather and footwear sector, while under India-Japan CEPA, Japan has agreed to eliminate tariffs for most of the items in Chapter 41 (finished leather) and Chapter 42 (Leather goods) by 2021-22, for footwear, duty concession to India has been given only for some categories and most items have MFN duties as high as 27%-30%.

·         In the case of Marine products, India’s present FTAs have not helped much compared to EU-Vietnam and EU-Ecuador FTAs where Vietnam and Ecuador have greatly benefitted. Despite having a CEPA with Japan, farmed shrimp exports are subject to 100% sampling of Vannamei and 30% sampling of farmed Black Tiger Shrimp from India for antibiotic residue (AOZ).

·         India can negotiate with Japan on these issues during the proposed Review of the India -Japan FTA.

·         Higher concessions are given by India’s FTA partners like Japan, South Korea, China and the Philippines to other countries compared to India with respect to Coffee.

·         FTAs with the strategic developed countries and blocks instead of its competitors or other developing countries.

·         Strategic regional forum of India with QUAD countries could be taken forward to the level of some form of economic and trade grouping.

·         FTAs/CECAs with some advanced countries like US, UK, EU could be beneficial for India and its FTA partners.

·         There is now a realisation that past FTAs were flawed.

·         some countries are in multiple FTAs and the same commodities are included in tariff concessions in different FTAs, there should be some uniformity.

·         This will help in avoiding an FTA partner trying to use or misuse the best concessions in the FTA which has relatively lower preferential tariffs. This will also help in removing the confusion to domestic producers and make actions of a multiple FTA partner predictable.

·         These countries get tariff concessions in India’s FTAs, some as LDC partners. These very countries which continue to enjoy US GSP benefits, compete against India in the very same commodities for which GSP has been withdrawn for India, particularly Bangladesh, which is also mulling to join China-dominated Regional Comprehensive and Economic Partnership (RCEP).

·         During negotiations for new FTAs in the future, if the MFN tariffs of the partner countries are already zero, near-zero or low, India should try to get maximum gains in areas other than tariffs as the preference margins for India would be low.

·         But inclusion of Services for liberalization in FTAs should not just be based on a Request-Offer approach, but should also be based on a common template for India’s services sector.

 

India has a variety of Trade Agreements– Preferential Trade Agreements (PTAs), Free Trade Agreements (FTAs), Regional Trading Agreements (RTAs), Comprehensive Economic Cooperation Agreements (CECAs), Comprehensive Economic Partnership Agreements (CEPAs), Comprehensive Economic Cooperation and Partnership Agreements (CECPAs) and Economic Cooperation and Technical Cooperation Agreements (ECTCAs), etc. There are also some countries that are part of multiple PTAs/ FTAs/ RTAs/ CECAs of India.

Part 1: India’s Earlier FTAs and Unequal Exchange

Studies by Dr H A C Prasad in collaboration with India Exim Bank1 have shown that most of India’s FTAs have been more beneficial to its FTA partners than India.

In terms of share in total imports/exports of India in 2018 among India’s earlier RTAs/FTAs in existence, APTA (18.2%/10.7%), ASEAN (11.3%/11.2%) and SAARC (0.8%/7.6%) as country groups and Singapore (2.8%/3.2%), Korea Republic (3.2%/1.5%), Japan (2.5%/1.5%) as individual FTA partners are the major trading groups/countries.

The importance of the different FTAs in India’s Trade in the context of Preferential tariffs, need to be seen by looking at the extent of preferential trade with these FTAs and not just general trade with the FTAs.

Our studies show that there is a sharp contrast between the share of Preferential imports and tariffs of India’s different PTAs/FTAs on the import and export sides. The share of preferential imports from India by India’s FTAs in their imports is much lower than India’s share of preferential imports from these FTAs in India’s imports for most FTAs except APTA and MERCOSUR. Even the preferential tariffs for imports from India by many FTAs are relatively higher than India’s preferential tariffs for imports from these FTAs leaving some exceptions Thus, there is some sort of an ‘Unequal Exchange’ for India in its FTAs in terms of both tariffs and preferential imports/exports with some exceptions.

Some sort of balance in terms of Preferential trade can be seen only in the case of India-South Korea preferential trade, where both the preferential trade shares and preferential tariffs on both the import and export sides are near to each other. In the case of APTA and MERCOSUR, the balance seems to have shifted in India’s favour in terms of both the preferential tariffs and share of preferential trade. While APTA’s preferential trade with India is not too low, India-MERCOSUR preferential trade is limited. In India-Singapore CECA, India has not gained any tariff concessions as Singapore’s MFN tariffs are already low, instead, India has given substantial tariff concessions. The gains need to be seen only in other parameters covered in the CECA.

In the case of ASEAN also the share of preferential imports by ASEAN from India is less than India’s preferential imports from ASEAN. The preferential tariffs, are low and preference margin is high for India’s imports from ASEAN, while preferential tariffs are relatively higher and preference margins are low for ASEAN’s imports from India. India-ASEAN preferential trade though not one of Equal Exchange, has some elements of fairness in terms of tariffs as average MFN tariffs of ASEAN (both simple and weighted) are already relatively low for India.

One more thing to be noted is that more than the utilization rate of FTAs being lower by  India on the export side as mentioned in some studies, it is the low coverage of items under preferential trade in the imports of FTA partners of India and the relatively low preference margins which are important. While preferential tariffs are extended by India’s FTA partners to India, unlike India, majority of items are not covered in the given sector at the 2-digit level.

Another thing to be noted is that the Preferential tariffs (weighted) are much lower than MFN tariffs on India’s import side, while in India’s partner’s import side, Preferential tariffs are closer to MFN tariffs with some exceptions. This indicates that, the Margin of Preference given by India to its FTA partners is higher than the Margin of Preference given by them.

The Services sector was also not considered in many of these earlier free trade agreements.

Thus, India’s earlier FTAs with some exceptions seem to have been less beneficial from the tariff point for India, though there are other considerations. The new FTAs/CECAs like the India-Australia CECA and the India-UAE CEPA and the ones in the pipeline need to be examined in the light of the above findings.

Part 2: India’s FTAs: Need for Caution while liberalising some sensitive sectors .

Our studies have shown how earlier FTAs affected some sensitive sectors of India. There is a need to be careful while liberalizing some sectors/items for FTAs though the list of such items /sectors in the Exclusion list should be kept to the bare minimum. The DIPP has also recently come up with a proposal to identify sectors to be kept in the Reserved list in the context of FTAs. However, many parameters have to be considered while identifying these sectors. Some examples of sector-specific issues/ experiences in this context are the following.

In the case of the electronics sector, the Industry has pointed out that FTAs have done great damage to the local industry as India is a huge consumer market and in signing FTA with the ASEAN, domestic electronic manufacturing was adversely affected. This sector has been badly affected by ITA1 with 217 tariff lines at zero duty since April 2005. By   the time the ITA1 was implemented, the Newly Industrialized Countries (NICs) of Asia had become competitive in this sector, while India was just entering this sector. Thus, ITA1 badly affected the domestic Electronics sector. Further damage should not happen to this sector due to FTAs.  So, the option of lowering tariffs in this sector is limited except  for inputs needed to strengthen domestic manufacturing. A carefully thought out tariff rationalization policy is needed if India has to make up for the loss in missing the bus and make its dream of ‘Make in India’ a reality in the semiconductor sector.

In the case of Agricultural Sector, there are some sensitive items with livelihood concerns, where caution is needed. But the issues in each of them differ. Some examples are given below.

Natural rubber (NR):

NR is not covered by the Agreement on Agriculture (AoA) though it is an agricultural product due to the irrational product coverage. The applied Import tariff on NR is 25% or Rs 30 per kg whichever is lower for Dry forms of NR and 70% or Rs 49/- per kg whichever is lower for Latex. Though Import duty for latex is relatively high, latex accounts only for around 7% of NR consumption in India and less than 2% of it is imported. Imports of Natural Rubber has increased mainly from Indonesia, Malaysia, Thailand, Singapore and Vietnam. Domestic price has come down much below the Cost of Production resulting in huge loss to producers which has compelled many producers not to tap rubber.

Tariff lines on NR under HS 4001 were included in exclusion/negative lists in all major FTAs (except SAFTA). Under SAFTA, NR is allowed to be imported from least developed country members at zero duty from 2011. Least developed country members of SAFTA are Nepal, Bhutan, Bangladesh, Afghanistan and Maldives. Among these countries, Bangladesh is the only producer of NR and hence NR can be imported into India at zero duty from Bangladesh. Tariff concessions were also given under APTA, by applying a 20% tariff with effect from 1st July 2018.

In view of the above facts, further Tariff liberalization for Natural Rubber for FTAs is not advisable as it has major livelihood implications in South India. While APTA countries are   not major exporters and the threat is less, export of NR by Bangladesh is also not high. But rules of origin should be implemented strictly. NR is also affected by the import of low tariffed synthetic rubber, though in 2023 Budget import duty on Compounded Rubber was increased. Tariffs on Synthetic rubber should be rationalized by not only taking note of the concern of its users, but also the producers of NR.

Pepper

Pepper has an import duty of 70% at present. The price of pepper which in 2015-16 and 2016-17 was around Rs.700 per kg came down to Rs.300 per kg in 2018-19, but has rebounded to Rs 600 plus per kg this year. While the Government of India imposed minimum import price on Pepper which is more or less equal to the cost of production, any reduction in MIP could jeopardize the interests of the predominantly marginal & small growers of Black Pepper.

India imports pepper mainly from Sri Lanka, Vietnam and Indonesia. Inclusion of pepper in some FTAs with differing tariff concessions is causing problems. Under ASEAN, duty payable is 51% whereas under Indo Sri Lanka Free Trade Agreement (ISFTA) and SAFTA the duties are zero percent and 8%. So, diversion of Pepper to avail the best preferential duty is resorted to by unscrupulous elements who reroute Pepper of Vietnamese or Indonesian origin via Sri Lanka. In Sri Lanka, importers manage to get the certificate of origin of Sri Lanka easily for Pepper originating from Vietnam or Indonesia which is of poor quality with chemical residues and avail the benefits under these FTAs. Large quantities of pepper are also being smuggled into India via Nepal, Myanmar and Bangladesh borders.

In view of the above, Pepper should not be included in any new FTAs and Minimum Import Price of Rs.500/- needs to be continued. The above also indicates the need for having a uniform preferential tariff under all FTAs for a particular item, including for Pepper, proper implementation of Rules of Origin including imposing a ban on imports from those countries which do not grow Black Pepper even if they are part of any FTA of India,  scrutinizing all duty refunds on re-exports as re-exports are sometimes done even without value addition only to get refunds, and continuation of the Quota under ISLFTA as this has livelihood concerns of large number of people in states like Karnataka, Kerala and Tamil Nadu. India is now in the process of relaunching the Economic and Technology Cooperation Agreement (ECTA) with Srilanka and these concerns need to be taken care of.

Arecanut

Arecanut has 100% import duty and MIP of Rs 351 per kg at present. India produces more than 50% of the World production of Arecanut and about 10 million people depend on this Crop. Import duty exemptions/ concessions are given to goods imported from Myanmar through Land including Arecanut/Betelnut. SAFTA LDCs (including Bangladesh, Bhutan, Maldives, Nepal, Afghanistan) have been extended 0% duty. Similarly, India’s preferential tariff for Srilanka is 0%, SAFTA 8%, SAPTA 50% and SAPTA LDCs 40%. Imports are mainly from Srilanka and Indonesia though there are reports of informal or illegal imports from Myanamar. The DGFT, on   July 03, 2023, made an amendment to the Import Policy allowing the import of 17,000 metric tonnes of fresh (green) Arecanuts from Bhutan without the requirement of a Minimum Import Price condition. Furthermore, the import can be facilitated through LCS Chamurchi . This has led to anxiety among growers as already there were reports of illegal imports of Arecanut from Myanmar and arecanut prices witnessed a slight fall.

Since Arecanut imports affect the livelihood of many people in many parts of South India and Assam, there is no need to include Arecanut in any future FTAs.

Part 3: India’s FTAs: Scope for further negotiations and fair treatment

There are some areas where there is scope for India to negotiate further with its FTA partners Here the following 2 issues are examined.

1)Some sectors/areas where there is scope for India to negotiate further with its FTA partners

Some examples are given below.

In the case of the leather and footwear sector, while under India-Japan CEPA, Japan has agreed to eliminate tariffs for most of the items in Chapter 41 (finished leather) and Chapter 42 (Leather goods) by 2021-22, for footwear, duty concession to India has been given only for some categories and most items have MFN duties as high as 27%-30%. Japan is not a major manufacturer of footwear and India needs to renegotiate with Japan to include all types of footwear under HS 6401 to 6405 for duty concessions on a reciprocal basis.

In the case of Marine products, India’s present FTAs have not helped much compared to EU-Vietnam and EU-Ecuador FTAs where Vietnam and Ecuador have greatly benefitted. Despite having a CEPA with Japan, farmed shrimp exports are subject to 100% sampling of Vannamei and 30% sampling of farmed Black Tiger Shrimp from India for antibiotic residue (AOZ). While India needs to have better SPS standards, fair treatment should also be given for imports from India by India’s FTA partners.

India can negotiate with Japan on these issues during the proposed Review of the India -Japan FTA.

2) Sectors/Areas where India can negotiate with FTA partners for fair Treatment

Another related issue is India getting less favorable treatment from India’s FTA partners compared to the higher tariff concessions given by them to India’s competitors. In the Agricultural sector, higher concessions are given by India’s FTA partners like Japan, South Korea, China and the Philippines to other countries compared to India with respect to Coffee. Other markets like the EU, Russia and Turkey also give higher concessions to other competitors of India. There is scope to negotiate with these countries, though political factors will also be important as in the case of Turkey.

So, any tariff rationalization policy with respect to FTAs should also consider whether fair treatment is extended to India by its FTA partner and negotiate for the same.

Part 4: India’s FTAs/CECAs: Some Strategies and Policies

Some strategies and policies in the context of India’s FTAs/CECAs are as follows.

It may be beneficial for India to have some useful FTAs with the strategic developed countries and blocks instead of its competitors or other developing countries, political considerations apart. Studies by Dr H A C Prasad in collaboration with India Exim Bank1 have also indicated the above while suggesting that the strategic regional forum of India with QUAD countries could be taken forward to the level of some form of economic and trade grouping.

While it may be difficult for India to be a partner of any FTA in the near future where China is the major player as decisions on FTAs cannot be separated from geopolitical considerations, FTAs/CECAs with some advanced countries like US, UK, EU could be beneficial for India and its FTA partners. There are indications of Trade diversion from China to India by these countries. India needs to quickly utilize the opportunity to see that Trade diversion to India coupled with Investment diversion to India becomes a reality as many foreign investors are planning to move lock, stock and barrel from China.

Already India has concluded CECA with Australia and CEPA with UAE. Services sector has also been included in both. While negotiations on India-UK FTA is progressing and India-EU FTA restarted, India-US FTA negotiations seem to be stalled due to the US policy, though trade negotiations on many fronts are progressing with the US. Reviews are taking place in the case of India – Sri lanka FTA and a few others. There is now a realisation that past FTAs were flawed. So, a careful but quick review of existing FTAs on the lines of zero-budgeting along with concluding new useful FTAs with major trading partners of India is important. Negotiations in Indo-UK and Indo-EU FTAs should be brought to a logical conclusion at the earliest. If necessary, India should not hesitate to terminate some less useful FTAs or make them more useful for India atleast at the time of renewal.

Since, some countries are in multiple FTAs and the same commodities are included in tariff concessions in different FTAs, there should be some uniformity. The tariff concession for a tariff line by India should be the same for all FTAs. This will help in avoiding an FTA partner trying to use or misuse the best concessions in the FTA which has relatively lower preferential tariffs. This will also help in removing the confusion to domestic producers and make actions of a multiple FTA partner predictable.

Many FTAs of India to developing countries have resulted in mainly giving tariff concessions. So, a proper evaluation of the less developed and developing countries needs to be done to see whether they have graduated to a level where tariff concessions may not be needed for some items or whether the same countries are competing against India, using the tariff concessions. With US withdrawing GSP benefits to India but not to some developing FTA partners of India, India will be more open to competition in the US market from its FTA/RTA partners. These countries get tariff concessions in India’s FTAs, some as LDC partners. These very countries which continue to enjoy US GSP benefits, compete against India in the very same commodities for which GSP has been withdrawn for India, particularly Bangladesh, which is also mulling to join China-dominated Regional Comprehensive and Economic Partnership (RCEP). Vietnam, which is a part of India -ASEAN FTA is also very competitive in some products like textiles. These issues need to be addressed by introducing graduation and sun-set clauses in India’s FTAs, particularly earlier FTAs at the time of review, which should be a total review.

FTAs should be based primarily on economic gains resulting in tariff liberalization on both sides without affecting sensitive sectors particularly agricultural sector. Political, Strategic or other gains should be only secondary. During negotiations for new FTAs in the future, if the MFN tariffs of the partner countries are already zero, near-zero or low, India should try to get maximum gains in areas other than tariffs as the preference margins for India would be low.

Recent FTAs like the India-Australia ECTA and India-UAE CEPA also include Services sector. But inclusion of Services for liberalization in FTAs should not just be based on a Request-Offer approach, but should also be based on a common template for India’s services sector.

1 a) "Impact of Covid-19 on India's International Trade: Strategies and Policy Perspective", (In collaboration with India EXIM Bank), Special publications, India EXIM Bank, February 2021

https://www.eximbankindia.in/Assets/pdf/research-on-states/Covid_19_Main Report_Printing_260321_310122.pdf

b) “Relooking India's Tariff Policy Framework”, (In collaboration with India EXIM Bank), Special publications, India EXIM Bank, March 2020

https://www.eximbankindia.in/Assets/Dynamic/PDF/Publication-Resources/SpecialPublications/Executive-Summary-Relooking-Indias-Tariff-Framework-120121.pdf