The tariff effect: Will India & global tech change radically with America’s trade storm?

As India, along with several other countries, reel under US tariff pressures, how will it impact economics and the tech business sector? Could the global business alignment change completely as a result of these tariffs?

Recently, some of the world’s top tech firms, including search giant Alphabet, chipmaker SK Hynix and IT services provider Infosys, provided upbeat guidance in their latest earnings reports, shrugging off the uncertain US trade policy.

AppsFlyer’s 2025 State of eCommerce App Marketing report reveals a major realignment in global mobile growth strategy, with China-based eCommerce apps, now responsible for 85% of worldwide iOS UA spend shifting budgets from the US to Western Europe in response to tariff and regulatory uncertainty. In Germany, iOS UA jumped 170% YoY in Jan-May 2025 and in France, it more than doubled, highlighting the rising importance of flexible, regionally tailored strategies in an unpredictable market environment.

“This reallocation ...