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15 handpicked stocks

The Domestic Advantage: Tariff-Resistant Industrials

Ford has lowered its annual profit forecast due to the financial impact of U.S. tariffs, creating a potential advantage for companies with resilient domestic supply chains. This theme identifies businesses that are well-positioned to outperform in a protectionist trade environment.

Author avatar

Han Tan | Market Analyst

Published on July 31

Your Basket's Financial Footprint

Summary of the basket market capitalisation and investor key takeaways.

Key Takeaways for Investors:
  • Large-cap concentration generally implies lower volatility and closer tracking of broad market movements, favouring stability over spikes.
  • Treat this basket as a core holding for diversified portfolios, not a speculative short-term trade.
  • Expect steady, long-term value rather than rapid, explosive gains.
Total Market Cap
  • NUE: $32.25B

  • RS: $14.60B

  • RYI: $748.62M

  • Other

About This Group of Stocks

1

Our Expert Thinking

Ford's recent $2 billion profit reduction from tariffs demonstrates how trade policies can create winners and losers. Companies with domestic supply chains may gain significant competitive advantages when import duties pressure their globally-sourced competitors, potentially leading to stronger profitability and market outperformance.

2

What You Need to Know

This group focuses on industrial and manufacturing firms that operate primarily within the U.S., sourcing materials and producing goods domestically. This operational structure may shield them from the direct cost pressures of import duties that affect competitors with globalised operations, offering a tactical allocation for the current trade landscape.

3

Why These Stocks

These companies were handpicked by professional analysts based on their resilient domestic manufacturing and sourcing strategies. Each business is positioned to potentially benefit from protectionist trade policies, offering investors exposure to firms that could gain market share whilst competitors face tariff-related cost pressures.

Why You'll Want to Watch These Stocks

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Domestic Manufacturing Edge

These companies operate with primarily U.S.-based supply chains, potentially giving them a cost advantage over competitors facing tariff pressures. When trade policies favour domestic production, these firms could see their margins improve.

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Trade War Winners

Ford's $2 billion tariff hit shows how protectionist policies can create clear winners and losers. These industrial stocks are positioned on the winning side, potentially benefiting from competitors' increased costs.

Timely Market Opportunity

With trade tensions creating real financial impacts, this theme offers exposure to companies that could gain market share whilst globally-sourced competitors struggle with import duties and supply chain disruptions.

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

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