India Becomes World’s Fourth-Largest Economy

According to NITI Aayog and corroborated by IMF projections, India has surpassed Japan to become the world’s fourth-largest economy with a GDP size of USD 4.18 trillion. India remains the world’s fastest-growing major economy and is poised to overtake Germany to become third-largest economy by 2030, with a projected GDP of USD 7.3 trillion. The US remains the world’s largest economy, followed by China.

Key Highlights

  • India’s Real GDP Growth (Q2 FY 2025-26):
    • 8.2% in July–September quarter
    • Up from 7.8% in Q1 and 7.4% in Q4 of last fiscal
  • Growth driven primarily by:
    • Strong domestic demand
    • Robust private consumption
  • GDP size: USD 4.18 trillion → surpasses Japan
  • India expected to:
    • Maintain over 6% growth in the next two years
    • Reach USD 5.58 trillion by 2028
    • Overtake Germany to become 3rd-largest economy

IMF & Global Growth Projections

IMF World Economic Outlook

  • India projected GDP (2025): USD 4,187 bn → above Japan’s USD 4,186 bn
  • Growth outlook for India remains strongest among major economies

Germany

  • 0% growth in 2025, 0.9% in 2026
  • Expected to be hit by global trade tensions
  • GDP projected USD 5.25 trillion (2028)

Japan

  • Growth stagnating at 0.6% (2025–26)

United States

  • GDP 2025: USD 30.5 trillion
  • Growth slowing to 1.8% (2025) and 1.7% (2026)

Euro Area

  • 0.8% growth in 2025, 1.2% in 2026

United Kingdom

  • 1.1% (2025) and 1.4% (2026)

Spain

  • 2.5% (2025) but moderating to 1.8% (2026)

Why is India’s Economy Booming?

Growth supported by:

  • Strong domestic demand and private consumption
  • Goldilocks phase – high growth with moderate inflation
  • Strong corporate balance sheets
  • Steady credit expansion
  • Structural and economic reforms
  • Policy stability and investment-led growth
  • Improving export performance
  • Benign financial conditions

Government outlook highlights:

  • India is well-positioned to sustain growth momentum
  • Long-term goal: High-middle-income status by 2047

Economic Challenges Ahead

Despite strong macro-growth:

  • Per-capita income remains low
    • India (2024): USD 2,694
    • Japan: USD 32,487
    • Germany: USD 56,103
  • Employment challenge
    • Over 25% of population aged 10–26
    • Need for high-quality job creation
  • Income inequality and regional disparities
  • Pressure on:
    • Productivity growth
    • Skilling and education
    • Urbanisation and infrastructure capacity

Global Growth Outlook (International Agency Projections)

  • World Bank: 6.5% growth (2026)
  • Moody’s: 6.4% (2026), 6.5% (2027)
  • IMF: 6.6% (2025), 6.2% (2026)
  • OECD: 6.7% (2025), 6.2% (2026)
  • S&P: 6.5% (current FY), 6.7% (next FY)
  • ADB: 7.2% (2025)
  • Fitch: 7.4% (FY26) – driven by consumer demand

Common assessment: India will remain the fastest-growing major economy globally.

Macro-Stability Indicators

  • Inflation: below lower tolerance threshold
  • Unemployment: declining
  • Exports: improving trend
  • Credit Growth: strong to commercial sector
  • Urban consumption: strengthening
  • Financial conditions: supportive and stable

Significance

  • Reinforces India’s position as a global growth engine
  • Enhances investor confidence and capital inflows
  • Strengthens India’s role in:
    • Global supply chains
    • Emerging-market leadership
    • Strategic trade and economic diplomacy
  • Supports long-term vision of:
    • Sustainable growth
    • Social progress
    • Structural transformation
    • Viksit Bharat @ 2047

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