How You Should Invest in a Tariff-Filled World

The Smart Investor

09/11

On 2 April, President Donald Trump made waves by unveiling a sweeping set of tariffs targeting over 180 countries, calling it America’s “Liberation Day.” But just a week later, he took a surprising ...

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tariffs targeting over 180 countries, calling it America’s “Liberation Day.” \nBut just a week later, he took a surprising ...</p>\n\n<a href=\"https://thesmartinvestor.com.sg/how-you-should-invest-in-a-tariff-filled-world/\">网页链接</a>\n\n</div>\n","source":"thesmartinvestor_highlight","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>How You Should Invest in a Tariff-Filled World</title>\n<style 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surprising ...</p>\n\n<a href=\"https://thesmartinvestor.com.sg/how-you-should-invest-in-a-tariff-filled-world/\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":".IXIC","symbol_name":"NASDAQ Composite","start_time":0,"source_url":"https://thesmartinvestor.com.sg/how-you-should-invest-in-a-tariff-filled-world/","article_id":"2566930101","we_media_id":null,"thumbnails":["https://thesmartinvestor.com.sg/wp-content/uploads/2025/06/Invest-tree-300x200.png"],"rights":{"source":"thesmartinvestor_highlight","url":"https://thesmartinvestor.com.sg/how-you-should-invest-in-a-tariff-filled-world/","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2566930101","pubTimestamp":1757561400,"columns":[],"sourceInfo":{"source_id":"thesmartinvestor_highlight","name":"The Smart Investor"},"weMediaInfo":null,"summary":"With President Trump unleashing a wave of tariffs across more than 180 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Notably, China, where the tariff rate was kept at a staggering 145%.\nBy 11 April, China had hit back, slapping an equally  hefty 125% tariff on US goods.\nThis back-and-forth has sparked fears of a full-blown trade war between the world’s two largest economies.\nAs of now, the US is considering scaling back its tariffs on China to ease tensions.\nChina, on the other hand, has offered some relief by exempting certain US imports.\nDespite the minor de-escalation, the situation remains volatile and unpredictable, with both nations locked in a standoff.\nMeanwhile, global stock markets have experienced sharp fluctuations, and experts warn that more volatility could be on the horizon.\nSo, what is an investor to do? \nLet’s explore the potential impacts of a trade war and highlight several types of stocks to consider in these uncertain times.\nHigher costs and dampened business sentimentThe most immediate and noticeable impact of these tariffs is the rise in costs for a wide range of businesses.\nThese tariffs add an extra financial burden on companies, driving up their operational expenses.\nAs a result, many businesses may take a cautious approach—delaying expansion plans, cutting back on investments, and freezing hiring as they wait to see how the situation unfolds.\nSome companies may opt to pass these higher costs on to consumers, leading to price hikes on goods and services.\nIn turn, these price increases are likely to dampen consumer sentiment, prompting people to tighten their belts.\nWhile these are the direct consequences of the tariffs, there could also be ripple effects that are harder to predict right now.\nFor example, businesses might reassess their supply chains, move production to other countries, or even shelve expansion plans altogether.\nWith consumer confidence expected to remain weak, here are some categories of stocks that can help you weather the tariff storm—either by mitigating its impact or steering clear of it altogether.\nStrong brands with pricing powerFirst, consider companies that sell consumer staples – everyday products like body care items, food and beverages, and household essentials.\nIdeally, look for businesses with a strong market presence and well-known brands that people rely on daily.\nThese companies have the advantage of raising prices without significantly hurting their sales. Consumers tend to keep buying these essential products, even with price hikes.\nIn addition, large companies can benefit from cost savings through bulk purchasing and negotiating better deals with suppliers, thanks to their size and reputation.\nExamples include industry leaders like Kimberly-Clark (NYSE: KMB), Procter & Gamble (NYSE: PG), and Colgate-Palmolive (NYSE: CL).\nKimberly-Clark is behind popular brands like Kleenex tissues, Huggies diapers, and Kotex sanitary pads.\nAlong the same lines, Procter & Gamble sells household names such as Pantene and Head & Shoulders shampoos, Oral-B toothbrushes, and Gillette razors.\nMeanwhile, Colgate-Palmolive is famous for its Colgate toothpaste and Palmolive soap.\nElsewhere, there’s also PepsiCo (NASDAQ: PEP), known for its wide range of beverages and snack foods.\nThese everyday necessities are hard to live without. \nEven if prices rise, most consumers will continue to spend on these products.\nLong-term growth tailwindsNext, let’s look at stocks in sectors that benefit from long-term trends, which are unlikely to be disrupted by Trump’s tariffs.\nOne such sector is cybersecurity.\nThe digital transformation over the past five years has driven a massive surge in demand for threat detection and protection services.\n\nAs more organisations adopt cloud computing, the need for robust cybersecurity measures grows – companies need to protect their sensitive data from increasing cyber threats.\nCybersecurity leaders like Crowdstrike (NASDAQ: CRWD), Palo Alto Networks (NASDAQ: PANW), and Zscaler (NASDAQ: ZS) are positioned to benefit from this ongoing trend.\nWhile tariffs may raise the cost of their services, customers are likely to continue paying for these security solutions, as these platforms become deeply integrated into their systems – creating high switching costs and making it harder for companies to change providers.\nAlongside this surge in data usage, the demand for data centres is also expected to remain strong.\nData centre giants like Equinix (NASDAQ: EQIX) and data centre REITs like Keppel DC REIT (SGX: AJBU) are likely to experience sustainable growth, helping them weather the impact of tariffs.\nMinimising the US impactA third category of stocks that could be shielded from Trump’s tariffs are those that generate most or all of their revenue from Singapore or other parts of Asia.\nSince these companies have little to no business dealings with the US, they’re largely insulated from the direct impact of higher reciprocal tariffs.\nTake Sheng Siong (SGX: OV8), for example. \nThis supermarket chain earned a staggering 97.6% of its revenue from Singapore in 2024, making it almost entirely reliant on the local market.\nAnother example is Haw Par Corporation (SGX: H02), the company behind the famous Tiger Balm. \nLast year, around 75% of its revenue came from Singapore and other Asian markets.\nThen there’s ComfortDelGro Corporation (SGX: C52), a leader in land transport. \nIt didn’t earn a single dollar from the US last year. \nInstead, the company’s revenue came from markets like Singapore, Australia, the UK, and the EU.\nThese companies’ focus on Asia makes them less vulnerable to the ripple effects of the ongoing trade tensions.\nThriving despite the volatilityFinally, some stocks actually thrive in the market volatility caused by Trump’s tariffs.\nA prime example is Singapore Exchange Limited (SGX: S68), or SGX.\nSGX’s range of hedging products becomes especially popular with investors and portfolio managers during times of heightened market turbulence.\nIn particular, SGX’s derivatives, spanning equity index futures, foreign exchange, and commodity derivatives, saw a spike in trading volumes during the market sell-off following Trump’s “Liberation Day” announcement.\nIf volatility persists in the months ahead, SGX is poised to benefit from increased trading activity, which should drive higher revenues for the exchange.\nAnd SGX isn’t just waiting for things to play out. \nIt has plans to launch Bitcoin perpetual futures later this year, which could further boost trading volumes.\nFor investors looking for a defensive play, SGX offers a strong opportunity, as the exchange tends to thrive on the uncertainty and volatility created by ongoing market disruptions.\nGet Smart: Adjust your portfolioIn light of these sweeping tariff announcements, investors need to rethink their assumptions and reassess their portfolios.\nThese tariffs are likely to raise costs for businesses and could even set off a full-blown trade war.\nHowever, you can still position your portfolio defensively, ensuring it stays resilient despite the ongoing volatility and uncertainty.\nIt’s hard to predict what moves Trump might make next, but with the right strategy and knowledge of which stocks to invest in, you’ll be well-positioned for long-term success.\nA similar version of this Business Times article was published in April 2025. \nWhen the market is unpredictable, where can you park your money with confidence? Our latest FREE report reveals 5 Singapore dividend-payers built to withstand global storms. Get it now and see what’s still worth holding.\nFollow us on Facebook, Instagram and Telegram for the latest investing news and analyses!\nDisclosure: Royston owns shares of Keppel DC REIT and Singapore Exchange Limited.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}