An Analytical Note on the Director-General’s Revised Road to Yaoundé MC14 Working Draft (JOB/TNC/127/Rev.2/Add.1/Rev.1), 11 February 2026
By Vahini Naidu
This note examines the Revised Road to Yaoundé for the Fourteenth WTO Ministerial Conference (MC14) and the implications of its programme, sequencing, and institutional management. It situates the revised agenda within current dynamics in Geneva and assesses how process choices shape ministerial engagement, priority-setting, and the handling of long-standing development mandates. Drawing on lessons from earlier Ministerial Conferences, the note highlights the risks that compressed formats, limited transparency, and facilitator-driven structures pose for collective ownership and trust. It argues that the credibility of MC14 will depend on whether Members perceive the process as inclusive and balanced, and whether the Ministerial provides a clear and legitimate pathway for shaping the WTO’s future direction. The note also includes recommendations.
WTO Reform: Mapping Submissions and the Facilitator’s Draft Work Plan
An Analytical Note on Member Positions Across the Facilitator’s Reform Tracks, 8 February 2026
By Vahini Naidu
This paper maps seven WTO submissions and examines them in light of outputs emerging from the WTO reform process, including the Reform Facilitator’s Draft Ministerial Decision and Flexible Post-MC14 Work Plan. Using comparative tables, it reviews Member positions across core reform elements, including overall reform vision, scope and sequencing; decision-making, consensus and governance; plurilaterals and Annex 4; development and Special and Differential Treatment (S&DT); agriculture, industrial policy and level-playing-field issues; dispute settlement; and Secretariat and institutional questions. The paper also distils key observations on the Reform Facilitator’s Draft Ministerial Statement and Work Plan, examining how their structure and thematic emphasis align with different Member positions. It notes the relative prominence of EU and US framings across several reform tracks, alongside areas where longstanding developing country concerns, including agriculture, consensus-based decision-making, and treaty-based S&DT, are less explicitly reflected.
WTO Reform: Institutional Authority and the Boundaries of the Facilitator-led Process
AnAnalytical Note on the WTO Reform Facilitator-led Process and Work Plan, 8 February 2026
By Vahini Naidu
This analytical note examines the WTO reform process reflected in the Draft Ministerial Statement and the proposed Post MC14 Work Plan dated 3 February 2026. It assesses whether the current process provides a sound basis for transmitting any reform outcome to Ministers at MC14. The note identifies procedural, institutional, and substantive concerns arising from the increasing reliance on facilitation led, non-consensual materials, limited anchoring in prior Ministerial mandates, and drafting choices that risk normalising a particular framing of reform in the absence of Member convergence. It highlights sequencing problems, the narrowing of the development agenda through its conflation with special and differential treatment, the premature elevation of plurilateral integration, and the marginal treatment of dispute settlement. These concerns suggest that the proposed Work Plan risks constraining Member-driven deliberation and weakening institutional balance. The note concludes that the Work Plan should not be treated as a basis for any reform outcome to be transmitted to Ministers at this stage.
An Analytical Note on the DG’s Revised Road to Yaoundé MC14 Working Draft (JOB/TNC/127/Rev.2/Add.1), 26 January 2026
By Vahini Naidu, Trade for Development Programme, South Centre
This paper provides an analytical assessment of the revised “Road to Yaoundé” for the Fourteenth WTO Ministerial Conference (MC14). It examines the design of the proposed Ministerial programme and process, with a focus on their implications for inclusivity, balance, collective ministerial engagement, and the legitimacy of outcomes. The analysis considers how structural and procedural choices may shape ministerial deliberation and political signalling at MC14, particularly in light of the long-overdue fulfilment of development mandates and growing systemic challenges facing the multilateral trading system.
Trade Policy Uncertainty and Impacts on Developing Countries’ Exporters: The Case of Sri Lanka
By Anushka Wijesinha and Senith Abeyanayake
Key Takeaways:
Rapid increases in uncertainty have material implications for economies. Each tariff announcement by the US President triggered a fresh round of uncertainty and speculation, with ambiguities of implementation and frequent changes in timelines.
Global indices tracking uncertainty are recording historic highs in recent months.
Our study of Sri Lankan export-oriented firms finds that there is wide variation in how, and to what extent, trade policy uncertainty has affected them. Firms experienced mixed impacts on orders to the US, with differences observed both within and across sectors.
Buyer reactions to tariff announcements were mixed, with some ‘wait-and-see’ approaches and some margin shrinkage. Exporters have taken diverse measures to adapt to the uncertainty, ranging from absorbing margin losses to commencing export diversification.
WTO Reform: Reflections on Reform Week and Suggested Approaches for Breakout Groups
A Note Reviewing the Process and Reform Tracks in Advance of WTO Reform Week, 5 December 2025
By Vahini Naidu, Trade for Development Programme, South Centre
This note provides an assessment of the papers circulated by the WTO Reform Facilitator for Reform Week and highlights the structural gaps that limit their balance and practical value to move forward these discussions in a manner that takes the demands and interests of developing and least developed country Members into account. The current drafts reflect a narrow interpretation of the consultations, introduce elements that were not examined collectively and overlook mandated issues that continue to shape the functioning of the system. This note sets out the adjustments that Members may wish to propose to restore a development centred framing, make a clear distinction between descriptive reflections and new reform ideas, and ensure that any work proceeds in line with Ministerial instructions for a member driven, transparent and inclusive process. The aim is to place the discussion on a footing that reflects the full range of Member views and respects the mandates already agreed.
Promoting a Symbiotic Relationship Between Trade Policy and Climate Action
By Vahini Naidu
This paper is based on remarks delivered in the lead up to COP30. It outlines how African countries are working to align trade, climate action, and development priorities through early transparency on climate-related trade measures, technology transfer, and the protection of policy space for green industrialisation. It also highlights the growing focus on critical minerals, the rise of unilateral climate-related trade measures, and the need to bring scattered initiatives into a coherent multilateral framework that supports fair and sustainable outcomes.
Impact of Global Trade Tensions on Developing Countries: How to respond to a reset of the global economic system
By Yuefen Li
The recent unilateral, significant and broad-ranging tariff hikes by the new United States administration have triggered unprecedented trade tension in the world and led to significant downward revisions of the world’s economic and trade growth projections for 2025 and beyond.The main aims of the U.S.’ trade policies are complex and strategic, not only about reducing thetrade and fiscal deficits, but also addressing the dollar overvaluation problem, “reconfigur(ing) the global trading and financial systems to America’s benefit”, promoting economic “fairness” and “making America great again”.As what has frequently happened before, the poor countries are disproportionally affected by the negative repercussions of thesepolicies, owing to their financial and capacity constraints and weaknesses to absorb the impact. This short paper analyses through which channels and to what degree trade tension would introduce economic, financial and political stability risks for developing countries, particularly in financially distressed developing countries. A few policy recommendations are also briefly mentioned.
America First, Trade Last: The Rise of Weaponised Tariffs
By Vahini Naidu
Donald Trump’s return to the White House has reignited economic nationalism, transforming tariffs into instruments of political and economic coercion. His administration’s four-phase strategy—setting policy objectives, conducting strategic reviews, imposing preemptive tariffs, and unpredictable brinkmanship—signals a shift towards unilateralism that bypasses traditional legal frameworks and undermines multilateral trade governance. The recent tariffs on Mexico, Canada, and China, imposed under the International Emergency Economic Powers Act (IEEPA) on security grounds, represent an unprecedented expansion of executive power in trade policy. As the U.S. weakens the WTO and prioritises economic nationalism, the Global South faces a decisive moment. The increasing use of trade measures for geopolitical leverage threatens to further marginalise developing countries. In response, the Global South must take a proactive role in shaping the global trade landscape—deepening South-South cooperation, enhancing regional trade frameworks, and advancing structural reforms to promote resilience and economic sovereignty in an era of growing trade uncertainty. This piece argues that Trump’s trade strategy marks a broader shift towards a power-driven trade order, where economic dominance supersedes rules-based governance, and that the Global South must act decisively to prevent a future where trade is dictated by the strongest rather than negotiated through fairness and equity.
Navigating the WTO’s Working Group on Trade and Transfer of Technology: A Critical Analysis from the Perspective of Developing Countries
By Nirmalya Syam
This paper critically analyzes the operations and effectiveness of the World Trade Organization’s (WTO) Working Group on Trade and Transfer of Technology (WGTTT). Despite the establishment of the WGTTT in 2001 with a mandate to enhance technology flows to developing countries, the Group has struggled to produce meaningful outcomes due to divergent priorities between developed and developing countries. This paper finds that the WGTTT remains an exploratory discussion forum rather than a negotiation platform with the capacity to generate new initiatives that address the technology transfer needs of developing countries. Key reforms are proposed, including transitioning to a negotiation-oriented approach, improving the balance of member priorities, and focusing on actionable themes to enhance the WGTTT effectiveness in fostering technology transfer to developing countries.
The South Centre carries out multiple activities to support developing countries with policy-oriented research, inputs and advice for negotiations and capacity building. See a summary of the South Centre’s activities in the Annual Report 2023.
Least Developed Countries and Their Progress on the Sustainable Development Goals
By Peter Lunenborg
This Research Paper reviews Least Developed Countries’ (LDCs) collective progress on the implementation of the Sustainable Development Goals (SDGs), based on the available data on the indicators for the 169 SDG targets. It makes recommendations for LDCs and other States to consider advancing in relevant UN processes as well as the WTO’s.
LDCs made progress on 28% of the SDGs. This collective progress shows that these countries are far from achieving what were deemed achievable goals in 2015. With respect to trade-related SDGs, LDCs have not made progress on any of the five trade-related SDGs that mention LDCs specifically.
This paper does not delve into the causes of this gap, but it suggests that international cooperation and, particularly, the developed countries’ assistance, has been insufficient to address the needs of a large part of the world population that still lives in poverty and without hope of a better future. However, the Doha Programme of Action (DPoA), a development framework with targets specifically for LDCs -which overlap with SDG targets- appears to dilute several original SDG targets, in particular those in SDG 17 (Partnerships for the Goals).
