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India's Invisibles
Date of Publish : Mar 21, 2005
Articles

Net invisible earnings have underpinned the dramatic strengthening of India’s external position through the 1990s and the first quinquennium of the 2000s. Rising surpluses on account of invisible transactions have financed a significant portion of the merchandise trade deficit that has traditionally characterised India’s balance of payments. This has been the key factor that has contained the current account deficit at 1.0 per cent of GDP over the period 1993-2001. Through 2001-04, sizeable invisible surpluses have comfortably filled the merchandise trade gap and spilled over into a continuous run of current account surplus (Table). It is only in 2004-05 that a small current account deficit has re-emerged, powered by a massive expansion in merchandise imports. The robust growth of net invisible earnings has, however, become entrenched during the current year. Lead indicators of underlying activity suggest that the invisible surplus of US $ 14.2 billion recorded in the first half of the year would be built up further over the rest of the year.

In recent years, attention has been drawn to this silent transformation in India’s external transactions whereby invisibles comprising services, income from financial assets, labour and property and current transfers are rapidly catching up with merchandise exports as the principal foreign exchange earners for the country. Several forces are at work - the structural shifts in the economy in which services have assumed a dominant position in the production structure and as the key driver of growth; structural reforms and external liberalisation which have released new growth impulses and enabled productivity and cost efficiency to set a cutting edge to

Table: Selected Indicators on Invisibles

             

(Per cent)

               
   

1990-91

1995-96

2000-01

2001-02

2002-03

2003-04

Net Invisibles

             

(US $ billion)

 

-0.2

5.4

9.8

15.0

17.0

26.0

Net Invisible/

             

Trade Balance

 

-2.6

48

78.6

129.4

159.4

168.3

Invisible Receipts/

           

Invisible Payments

96.9

144.6

143.6

168.8

168.4

196.5

Invisible Receipts/GDP

2.4

5.0

7.1

7.7

8.2

8.8

Invisible Payments/GDP

2.4

3.5

4.9

4.6

4.9

4.5


international competitiveness; the information technology revolution; the modes of delivery of services opened up by advances in communication technology which have enabled the reaping of the returns to knowledge advantage. The interaction of these forces with the changes underway in the domestic macroeconomic environment has enabled India to emerge as the preferred habitat for the financial savings of its expatriate diasporas.

Inward remittances from Indians located overseas have surged in response to the reforms carried out since 1993. India’s traditional advantage in exports of labour has benefited in recent years from a distinct shift in the destination pattern of the outflow of natural persons away from the Middle East in favour of Europe and America. In 2003-04, India was the world’s leading recipient of remittances, accounting for about 20 per cent of global flows. This position is expected to be maintained in 2004-05. According to the IMF’s Balance of Payments Statistics Yearbook, India ranked 18th among the world’s leading exporters of services, with a share of 1.3 per cent in world exports, having moved up from the 27th position in 1990 when its share was 0.6 per cent. Among these commercial services, India is fast emerging among the top ten tourism-exporting countries of the world. According to the World Travel and Tourism Council, India became the second fastest growing tourism economy in the world.

The information technology industry in India has fortified its position as a world leader. In the Business Process Outsourcing segment, India has maintained its lead as the best outsourcing destination, particularly for the US and European companies. India accounted for 3.4 per cent of global IT spending in 2003-04. As regards IT enabled services, India renders two-thirds of all offshored services worldwide. Indian companies have also made rapid strides in securing shares in the world markets for communication and management services.

The sustained buoyancy in invisible earnings has provided the impetus for embarking on a graduated but widening liberalisation of the exchange and payments regime for the gamut of invisible imports. The institution of a market-determined exchange rate system in 1993 was followed by a progressive freeing up of bullion imports,

* Prepared in the Division of International Finance, Department of Economic Analysis and Policy.

acceptance of the obligations of current account convertibility under Article VIII of the IMF’s Articles of Agreement, enhancing of indicative limits for purchasing foreign exchange for various invisible payments up to the current level of US $ 25,000 and even higher in specific cases, drastic simplification of documentation and retention of earnings/unspent exchange in foreign currency deposits. Even as invisible imports have expanded, they have had a salutary effect on exports of both goods and services by reducing the anti-export bias embedded in the earlier regime. Payments for communication services, construction services, financial services, royalties, copyrights and license fees, management services and transportation services have risen significantly, reflecting the ongoing technological transformation of the economy and the modernisation of Indian industry. The impact of liberalisation is also evident in a spurt in outbound tourist traffic from India. Currently, about 4.5 million Indians annually travel abroad, which exceeds the number of international tourist arrivals in India.

Since 1995, international trade in services has moved into centre-stage in international trade policy negotiations with the first set of international rules for trade in service being brought into force under the General Agreement on Trade in Services (GATS) of the World Trade Organisation (WTO). Negotiations commenced on January 1, 2004 which are based on request-offer approach. India, which has been a signatory to the GATS since its inception, has made initial commitments binding it not to introduce restrictions that could adversely impact international trade in services. India has made ‘requests’ to trading partners to consider liberalisation in computer-related services, architecture services, health services, audio-visual services, tourism, maritime services and financial services. India has also received requests from about 50 countries to take commitments in a range of service sectors with regard to transparency in domestic regulations, simplification of procedures, elimination of differential treatment of foreign service suppliers and facilitation of the movement of natural persons. The GATS also covers commitments to liberalise the modes of delivery of services – cross-border trade, consumption abroad, commercial presence and movement of natural persons – and it is in the context of mode four that India is an important stakeholder in the negotiations in view of its position as a dominant remittance-receiving economy.

In the recent period, the setting of trade policy in India has reflected the strategic importance of India’s comparative advantage in trade in services. The service sector has been identified as a thrust sector for trade policy. The EXIM Policy and the Union Budget for 2003-04 have sought to promote exports of services through access to service providers to duty free imports, advance licenses, venture capital funds and by formulation of specific action plans for service sectors. The Foreign Trade Policy, 2004-2009 has announced the setting up of the Services Export Promotion Council to map opportunities for key services in important markets and to develop strategic market access programmes.

The rising importance of trade in invisibles in India’s balance of payments provides a unique opportunity for exploiting competitive advantage and positioning national interests strategically in the ongoing negotiations under the GATS. Recent trade policy initiatives to boost exports of services hinge around a better understanding of the underlying dynamics of invisible trade for the identification of niches of competitiveness and growth impulses in the service sector. It is in this context that the EXIM Policy, 2003-04 set up an empowered Group for the collection and maintenance of data relating to exports of services. This article seeks to contribute to this endeavour by providing disaggregated information on India’s trade in invisibles for the period 2000-01 to 2004-05 (April-September). By doing so, it extends the analysis on invisibles set out in the article entitled "Invisibles in India’s Balance of Payments: 2000-01 and 2001-02", published in RBI Bulletin, May 2003. The data on invisibles, which are presented in Tables 1 to 4, are extracted from balance of payments records and their classification broadly conforms to the recommendations of the International Monetary Fund’s Balance of Payments Statistics Manual (1993). Henceforth, the data on invisibles will be regularly released in the RBI Bulletin.

 

Table 1 : Invisibles Receipts by Category of Transactions: 2000-01 to 2003-04

         

(Rs. crore)

   

(US $ million)

 

Items

     

2000-01 R

2001-02 R

2002-03

2003-04

2000-01 R

2001-02 R

2002-03

2003-04

a)

SERVICES

               
 

i)

TRAVEL ACCOUNT

               
   

Tourist Expenses in India

16064

14975

15991

18873

3497

3137

3312

4122

   

TOTAL

16064

14975

15991

18873

3497

3137

3312

4122

 

ii)

TRANSPORTATION ACCOUNT

               
   

a)

Sea Transport

               
     

Surplus remitted by Indian

               
     

companies operating abroad

157

344

241

162

34

71

50

35

     

Operating expenses of foreign

               
     

companies in India

398

495

695

1141

87

103

145

248

     

Charter hire charges

453

407

401

398

99

85

83

87

   

b)

Air Transport

               
     

Surplus remitted by Indian

               
     

companies operating abroad

851

739

820

457

185

154

170

100

     

Operating expenses of foreign

               
     

companies in India

94

44

21

78

22

10

5

18

     

Charter hire charges

19

85

21

79

4

18

5

17

   

c)

Freight on exports

6670

7053

8775

11329

1458

1476

1815

2470

   

d)

Others

722

1159

1287

1314

157

244

263

285

   

TOTAL

9364

10326

12261

14958

2046

2161

2536

3260

 

iii)

INSURANCE ACCOUNT

               
   

a)

Insurance on export

1111

1179

1466

1711

243

247

303

373

   

b)

Premium

               
     

Life

4

26

101

3

1

5

21

0

     

Non-life

24

32

28

52

5

8

6

12

     

Reinsurance from foreign companies

18

40

76

42

4

8

16

9

   

c)

Commission on Business received

               
     

from foreign companies

7

15

18

3

2

4

4

0

   

d)

Others

70

82

94

116

15

16

19

26

   

TOTAL

1234

1374

1783

1927

270

288

369

420

 

iv)

Government Not Included Elsewhere

               
   

a)

Maintenance of foreign embassies

               
     

and diplomatic missions in India

1019

935

860

999

222

195

178

217

   

b)

Maintenance of international and

               
     

regional institutions in India

1967

1532

557

300

429

323

115

65

   

TOTAL

2986

2467

1417

1299

651

518

293

282

 

v)

MISCELLANEOUS ACCOUNT

               
   

Communication services

5262

3585

3931

4801

1138

752

812

1047

   

Construction services

2430

696

863

2129

536

144

178

465

   

Financial services

1577

1387

3276

1447

347

292

676

315

   

Software services

29013

36038

46424

55986

6341

7556

9600

12200

   

News agency services

511

43

284

274

114

9

59

59

   

Royalties, copyright and license fees

272

104

111

110

60

22

23

24

   

Management services

1522

2464

3890

6197

334

519

807

1354

   

Other services

4320

8280

10188

6435

934

1742

2098

1401

   

TOTAL

44907

52597

68967

77379

9804

11036

14253

16865

R : Revised.

                 

Table 1 : Invisibles Receipts by Category of Transactions: 2000-01 to 2003-04 (Concld.)

       

(Rs. crore)

   

(US $ million)

 

Items

 

2000-01 R

2001-02 R

2002-03

2003-04

2000-01 R

2001-02 R

2002-03

2003-04

b)

TRANSFERS

               
 

i)

OFFICIAL TRANSFERS

               
   

Donations received from Non- residents

393

211

156

437

85

44

32

95

   

Grant under PL 480 II

439

323

280

161

97

68

58

35

   

Grants from other Governments

324

1663

1738

1974

70

346

361

433

   

TOTAL

1156

2197

2174

2572

252

458

451

563

 

ii)

PRIVATE TRANSFERS

               
   

Inward remittance from Indian workers

               
   

abroad for family maintenance etc.

35507

31361

47915

49683

7747

6569

9914

10798

   

Local withdrawals/redemptions from

               
   

non-resident deposits

21577

40654

32147

53521

4727

8546

6644

11685

   

Gold and silver brought through

               
   

passenger baggage

44

61

89

86

10

13

18

19

   

Personal gifts/donations to charitable/

               
   

religious institutions in India.

2664

3016

2964

3137

581

632

613

681

   

TOTAL

59792

75092

83115

106427

13065

15760

17189

23183

c)

INCOME ACCOUNT

               
 

i)

Compensation of Employees

               
   

Wages received by Indians working on

               
   

foreign contracts

585

593

565

709

128

125

117

155

 

ii)

Investment Income

               
   

Interest received on loans to non-residents

696

2802

1955

4156

151

589

404

908

   

Dividend/profit received by Indians

               
   

on foreign investment

54

273

64

96

11

57

14

22

   

Reinvested Earning

1553

3339

5342

4099

340

700

1104

892

   

Interest received on debentures, FRNs, CPs,

               
   

fixed deposits and funds held abroad by ADs

               
   

out of foreign currency loans/export proceeds

86

63

69

123

18

13

14

26

   

Interest received on overdraft of VOSTRO

               
   

accounts of foreign correspondents/branches

               
   

by the ADs

26

3

5

2

6

0

0

0

   

Payment of taxes by the non-residents/refund

               
   

of taxes by foreign governments to Indians

313

626

100

729

70

131

21

159

   

Interest/discount etc. earnings on

               
   

RBI investment

8927

8344

8885

9708

1950

1757

1835

2115

   

Interest/remuneration on SDR holdings

35

37

64

46

8

7

13

10

   

TOTAL

11690

15487

16484

18959

2554

3254

3405

4132

R : Revised.

               

 

 

Table 2 : Invisibles Payments by Category of Transactions: 2000-01 to 2003-04

                         
           

(Rs. crore)

   

(US $ million)

 
                         

Items

       

2000-01 R

2001-02 R

2002-03

2003-04

2000-01 R

2001-02 R

2002-03

2003-04

                         

a)

SERVICES

                 
 

i)

TRAVEL ACCOUNT

                 
   

Business

 

7200

7001

9617

11338

1586

1471

1987

2470

   

Health Related

 

18

18

18

26

4

4

4

6

   

Education Related

 

435

1182

818

1082

95

249

169

237

   

Basic travel quota ( BTQ)

1738

2465

3830

2006

381

518

796

436

   

Pilgrimage

 

867

541

604

572

187

113

125

127

   

Others

 

2483

3129

1268

1087

551

659

260

235

   

TOTAL

 

12741

14336

16155

16111

2804

3014

3341

3511

 

ii)

TRANSPORTATION ACCOUNT

               
   

a.

Sea Transport

                 
     

Surplus remitted by Foreign

               
     

companies operating in India

1872

2245

1603

491

408

474

330

106

     

Operating expenses of

               
     

Indian companies abroad

3736

2125

2439

1709

831

446

505

372

     

Charter hire charges

 

700

534

540

470

157

112

111

103

   

b.

Air Transport

                 
     

Surplus remitted by Foreign

               
     

companies operating in India

5632

6477

6827

3061

1236

1362

1410

666

     

Operating expenses of Indian

               
     

companies abroad

 

444

529

539

619

98

111

112

134

     

Charter hire charges

 

336

333

391

286

73

70

82

63

   

c.

Freight on imports

 

2970

3482

2895

3576

647

732

600

780

   

d.

Remittance of passage booking abroad

52

136

80

49

12

29

17

11

   

e.

Others

 

430

625

514

442

96

131

105

96

   

TOTAL

 

16172

16486

15828

10703

3558

3467

3272

2331

 

iii)

INSURANCE ACCOUNT

               
   

a.

Premium

                 
     

Life

 

1

3

2

5

0

0

0

1

     

Non-life

 

37

123

22

47

9

25

5

10

     

Reinsurance

 

805

850

1421

1223

180

178

295

267

   

b.

Commission on Business

1

15

3

2

0

3

0

0

   

c.

Others

 

160

348

239

395

34

74

50

85

   

TOTAL

 

1004

1339

1687

1672

223

280

350

363

 

iv)

GOVERNMENT NOT

INCLUDED

               
   

ELSEWHERE

                 
   

a.

Maintenance of Indian embassies

               
     

and diplomatic missions abroad

1199

1002

938

856

262

209

195

186

   

b.

Remittances by foreign embassies

               
     

and missions in India

 

261

347

167

120

57

74

33

26

   

TOTAL

 

1460

1349

1105

976

319

283

228

212

 

v)

MISCELLANEOUS ACCOUNT

               
   

Communication services

 

583

1767

4704

2664

127

370

965

572

   

Construction services

 

757

2446

6391

2996

166

517

1326

655

   

Financial services

 

8991

6046

6765

2295

1973

1264

1388

500

   

Software services

 

2705

3202

3565

2074

591

672

737

450

   

News agency services

 

1167

777

1122

848

256

163

232

185

   

Royalties, copyright and license fees

1073

1723

1703

2039

235

361

352

444

   

Management services

 

2499

2537

3135

3732

546

533

648

814

   

Other services

 

17498

13842

20615

38180

3778

2892

4281

8321

   

TOTAL

 

35273

32340

48000

54828

7672

6772

9929

11941

R : Revised.

                   

Table 2 : Invisibles Payments by Category of Transactions: 2000-01 to 2003-04 (Concld.)

       

(Rs. crore)

   

(US $ million)

 

Items

   

2000-01 R

2001-02 R

2002-03

2003-04

2000-01 R

2001-02 R

2002-03

2003-04

b)

TRANSFERS

               
 

i)

OFFICIAL TRANSFERS

               
   

Grants/donations from official sector

0

0

0

0

0

0

0

0

   

TOTAL

0

0

0

0

0

0

0

0

 

ii)

PRIVATE TRANSFERS

               
   

Remittances by foreign workers

               
   

for family maintenance etc.

581

1392

3668

1361

124

292

757

296

   

Personal gifts/donations to charitable/

               
   

religious institutions in India.

400

337

218

247

87

70

45

54

   

TOTAL

981

1729

3886

1608

211

362

802

350

 

INCOME

               
 

i)

Compensation of Employees

               
   

Payment of wages/salary to Non-residents

               
   

working in India

2123

2318

2892

3835

468

487

598

836

   

TOTAL

2123

2318

2892

3835

468

487

598

836

 

ii)

Investment Income

               
   

Payment of interest on non-resident

               
   

deposits

8276

8621

6845

6854

1811

1808

1413

1492

   

Payment of interest on loans from

               
   

non-residents

13401

13599

12565

14751

2930

2855

2594

3217

   

Payment of dividend/profit to non-resident

               
   

share holders

4676

3397

2237

4041

1047

712

462

878

   

Reinvested Earning

6177

7841

8866

8271

1352

1644

1832

1800

   

Payment of interest on debentures,

               
   

FRNs CPs fixed deposits, Government

               
   

securities etc.

271

103

207

69

60

23

43

15

   

Charges on SDRs

73

248

96

74

16

52

20

16

   

Interest paid on overdraft on

               
   

NOSTRO Account

2

2

22

4

0

0

4

1

   

Payment of taxes by the Indians/refund of

               
   

taxes by government to non-residents

9

19

9

19

2

4

2

4

   

TOTAL

32885

33830

30847

34083

7218

7098

6370

7423

R : Revised.

               

 

Table 3 : Invisibles Receipts by Category of Transactions: 2004-05 (April-September)

               
         

(Rs. crore)

 

(US $ million)

               

Items

     

Apr-Jun 04

July-Sept 04

Apr-Jun 04

July-Sept 04

               

a)

SERVICES

       
 

i)

TRAVEL ACCOUNT

       
   

Tourist Expenses in India

3859

4867

860

1054

 

TOTAL

 

3859

4867

860

1054

 

ii)

TRANSPORTATION ACCOUNT

       
   

a)

Sea Transport

       
     

Surplus remitted by Indian

458

225

102

49

     

companies operating abroad

       
     

Operating expenses of foreign

       
     

companies in India

1586

512

353

111

     

Charter hire charges

116

13

26

3

   

b)

Air Transport

       
     

Surplus remitted by Indian

       
     

companies operating abroad

342

156

76

34

     

Operating expenses of foreign

       
     

Companies in India

100

120

22

43

     

Charter hire charges

3

0

1

0

   

c)

Freight on exports

2919

3228

650

699

   

d)

Others

283

255

63

38

   

TOTAL

5807

4509

1293

977

 

iii)

INSURANCE ACCOUNT

       
   

a)

Insurance on export

467

499

104

108

   

b)

Premium

       
     

Life

96

5

21

1

     

Non-life

824

358

184

78

     

Reinsurance from foreign companies

41

23

9

5

   

c)

Commission on Business received

       
     

from foreign companies

74

31

17

7

   

d)

Others

68

52

15

11

   

TOTAL

1570

968

350

210

 

iv)

GOVERNMENT NOT INCLUDED

       
   

ELSEWHERE

       
   

a)

Maintenance of foreign embassies

       
     

and diplomatic missions in India

441

240

98

52

   

b)

Maintenance of international and

       
     

regional institutions in India

414

140

92

30

   

TOTAL

855

380

190

82

 

v)

MISCELLANEOUS ACCOUNT

       
   

Communication services

2324

1855

518

402

   

Construction services

399

276

89

60

   

Financial services

791

396

176

86

   

Software services

15716

16786

3501

3637

   

News agency services

451

305

100

66

   

Royalties, copyright and license fees

75

69

17

15

   

Management services

1136

1766

253

383

   

Other Business services

9718

7959

2165

1724

   

Personal, Cultural & Recreational services

187

72

42

16

   

Refunds/rebates on accounts of imports,

       
   

bidding process etc.

423

487

94

106

   

Other services

2511

1579

558

340

   

TOTAL

33731

31550

7513

6835


Table 3 : Invisibles Receipts by Category of Transactions: 2004-05 (April-September) (Concld.)

       

(Rs. crore)

 

(US $ million)

Items

 

Apr-Jun 04

July-Sept 04

Apr-Jun 04

July-Sept 04

b)

TRANSFERS

       
 

i)

OFFICIAL TRANSFERS

       
   

Donations received from Non- residents

111

61

25

13

   

Grant under PL 480 II

31

32

7

7

   

Grants from other Governments

256

732

57

159

   

TOTAL

398

825

89

179

 

ii)

PRIVATE TRANSFERS

       
   

Inward remittance from Indian workers

       
   

abroad for family maintenance etc.

14993

8748

3339

1895

   

Local withdrawals/redemptions from

       
   

non-resident deposits

13036

11977

2904

2595

   

Gold and silver brought through

       
   

passenger baggage

30

28

7

6

   

Personal gifts/donations to charitable/

       
   

religious institutions in India.

1203

1352

268

293

   

TOTAL

29262

22105

6518

4789

c)

INCOME ACCOUNT

       
 

i)

Compensation of Employees

       
   

Wages received by Indians working on

       
   

foreign contracts

194

121

43

26

 

ii)

Investment Income

       
   

Interest received on loans to non-residents

316

40

70

9

   

Dividend received by Indians on

       
   

foreign investment

18

34

4

7

   

Profit received by Indians on

       
   

foreign investm