The Usual Suspects Stand to Gain
When a new market like this opens up, who benefits? It’s rarely the nimble, disruptive startups. They don’t have the supply chains, the legal teams, or the sheer brute force to get things done. No, the initial spoils almost always go to the established giants, the behemoths who have been navigating global trade for decades.
Think of companies like Honeywell or Illinois Tool Works. These aren't the sexy names that get talked about at dinner parties, but they are the backbone of the industrial world. They make the components, the systems, and the machinery that a developing nation desperately needs to build its infrastructure. From automotive parts to advanced building controls, their catalogues read like a shopping list for a country on the move. The removal of tariffs could make their high quality products suddenly competitive with cheaper, local alternatives, potentially boosting their margins and market share.