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15 handpicked stocks

Trade War Stocks | Domestic Companies May Benefit

The U.S. has threatened significant tariffs on several European NATO allies, escalating a diplomatic dispute over the potential American purchase of Greenland. This creates a potential investment opportunity in companies insulated from transatlantic trade wars, such as domestic manufacturers or businesses in uninvolved countries that could become alternative suppliers.

Author avatar

Han Tan | Market Analyst

Published on January 20

Your Basket's Financial Footprint

This basket's total market capitalisation is $415.65B. The top positions are concentrated in large-cap stocks, suggesting the basket is anchored by sizeable constituents and likely to exhibit relatively stable performance.

Key Takeaways for Investors:
  • Large-cap concentration generally implies lower volatility and closer tracking to broad market performance, indicating reduced downside risk.
  • Suited as a core holding for diversification, not as a short-term speculative position.
  • Likely to deliver steady long-term value rather than rapid short-term gains.
Total Market Cap
  • OC: $10.24B

  • TRU: $16.74B

  • SEE: $6.14B

  • Other

About This Group of Stocks

1

Our Expert Thinking

Recent U.S. threats of tariffs against European NATO allies over Greenland have created market uncertainty. We've identified companies that are primarily domestically focused or operate in regions outside this trade dispute, potentially offering protection from transatlantic trade volatility whilst others face supply chain disruptions.

2

What You Need to Know

These stocks represent businesses with strong domestic U.S. operations or diversified global presence that reduces their reliance on U.S.-Europe trade. From building materials to insurance providers, these companies could maintain stability or even benefit as businesses seek alternatives to tariff-affected suppliers.

3

Why These Stocks

Each company was handpicked by professional analysts for their reduced exposure to transatlantic trade tensions. Whether through domestic market focus, alternative supply chains, or business models that don't rely on physical goods trade, these selections offer a tactical approach to navigating geopolitical friction.

Why You'll Want to Watch These Stocks

🛡️

Trade War Protection

These companies are positioned to avoid the worst impacts of escalating U.S.-Europe tensions. Their domestic focus could prove valuable as global trade becomes more uncertain.

🏠

Home Field Advantage

With strong domestic operations and local supply chains, these businesses could benefit as others scramble to find tariff-free alternatives to European suppliers.

📈

Opportunity in Crisis

Geopolitical tensions often create winners and losers. Professional analysts have identified these stocks as potential beneficiaries of the current transatlantic trade dispute.

Get the full story on this Basket. Read our detailed article on its risks and potential.

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