The global economy is being quietly rewritten. Supply chains are rearranging themselves, geopolitics is reshaping markets, and climate imperatives are redefining competitiveness. In this moment of flux, India's export story is gathering momentum - but momentum alone is not a strategy.

India closed FY 2024-25 with the highest exports in its history: USD 824.9 billion. Services touched USD 387.5 billion, merchandise exports (excluding petroleum) crossed USD 374 billion, and sectors from IT to design services to specialised manufacturing lifted India's global presence. These numbers matter. They show that India is no longer just participating in global trade - it is influencing it.

But the world we are exporting into is changing faster than at any time since the 1990s. An export strategy built only on volume, price advantage, or incremental efficiency simply will not survive the decade ahead.

Three global shifts define the terrain India must now navigate.

Globalisation is not dead, but it is being re-drawn around "trusted partnerships." Countries are reinforcing supply chains closer home or with politically aligned partners. India's recent trade engagements - CEPA with the UAE, agreements with Australia and EFTA, and ongoing negotiations with the UK, EU, and African blocs - reflect a deliberate push to position India inside these new circles of trust. Regional integration is no longer optional; it is the new route to global competitiveness.

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