Riding The Tariff Truce
A 90-day extension of the tariff pause between the U.S. and China has eased immediate trade war fears, boosting oil prices and market optimism. This de-escalation creates a favorable environment for companies in global logistics, manufacturing, and retail that depend on stable trade.
About This Group of Stocks
Our Expert Thinking
The 90-day US-China tariff pause creates a window of stability that could benefit companies tied to international trade. This tactical opportunity focuses on businesses whose operations depend on predictable cross-border commerce, from logistics providers to global retailers. The de-escalation eases cost uncertainty and supports renewed market optimism.
What You Need to Know
This group targets companies most sensitive to trade policy shifts, including shipping firms, freight providers, and e-commerce platforms. These businesses typically see improved earnings when trade tensions ease, as supply chains become more predictable and operational costs stabilise. The theme represents a cyclical play on geopolitical developments.
Why These Stocks
Each company was selected for its direct exposure to international commerce and sensitivity to trade policy changes. Professional analysts identified firms whose core operations - from global logistics to cross-border retail - stand to benefit most from reduced trade war fears and the potential for sustained global economic activity.
Why You'll Want to Watch These Stocks
Trade Peace Dividend
The tariff truce creates immediate relief for companies dependent on US-China trade flows. This 90-day window could unlock pent-up demand and restore confidence in global supply chains.
Logistics Revival Opportunity
Shipping and freight companies often see rapid earnings improvements when trade tensions ease. Reduced uncertainty means more predictable costs and potentially higher volumes across international routes.
Cyclical Timing Play
These stocks are positioned to benefit from short-term geopolitical developments. Professional analysts selected companies most sensitive to trade policy shifts, making this a tactical opportunity for market timing.
Get the full story on this Basket. Read our detailed article on its risks and potential.
Why Invest with Nemo Money?
Zero Commission
Trade stocks, ETFs, and more with zero commission. Keep more of your returns.
Trusted & Regulated
Part of Exinity Group 2015, serving over a million customers globally.
6% Interest on Cash
Earn 6% AER on uninvested cash with daily interest payments.
Discover More Opportunities
Subscription Transparency Risks After FTC Action
Amazon's $2.5 billion settlement with the FTC over deceptive subscription practices has put a spotlight on the need for greater transparency in the industry. This regulatory shift creates an investment opportunity in companies that provide compliant and user-friendly subscription management and billing solutions.
Corporate Tech Ethics Shift Stocks 2025
Microsoft's decision to suspend some services to the Israeli military due to surveillance concerns highlights a growing trend of corporate accountability in the tech sector. This creates opportunities for specialized cybersecurity and technology firms that prioritize ethical guidelines and can meet the demand from government clients seeking new partners.
Inflation Resilience Portfolio Explained
The Fed's key inflation gauge remains stubbornly high, signaling that elevated price levels may persist for longer than expected. This creates an investment opportunity in companies that can thrive in an inflationary environment, such as those with the ability to raise prices or benefit from higher interest rates.
Frequently Asked Questions
Everything you need to know about the product and billing.