Away from Middle East war zone, many battles unfold on the table

AI Analysis

Global trade policies directly influence the operating environment for Indian IT firms, especially those with significant international revenue.

Consider a defensive approach for IT stocks, monitoring further developments on global trade agreements.

•WTO ministerial ended in deadlock, failing to extend the e-commerce moratorium.
•Deep divisions exist between major powers and emerging economies over digital taxation and intellectual property.
•Brazil and India are pushing back against US and China-backed initiatives.
•Risk flag: Increased protectionism and digital trade barriers.
•Risk flag: Uncertainty regarding future digital taxation policies.

Sectors:it

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