Donald Trump tariffs: Opening salvos fired in trade war - what comes next?

Published On Feb 4, 2025, 10:05 AM

Donald Trump has initiated a trade war by imposing a 10% tariff on all goods imported from China, while also threatening tariffs against Canada and Mexico. China plans to retaliate with its own tariffs on U.S. imports. This escalation of trade tensions could deter business investment and disrupt established supply chains, especially in the automotive sector which relies on cross-border trade in North America. The overall atmosphere of uncertainty may negatively impact economic growth and confidence in global markets.

Stock Forecasts

GM

Negative

In light of the ongoing trade tensions, particularly with tariffs being imposed on imports from China and the potential for further trade wars, companies dependent on international supply chains may face disruptions and increased costs, leading to potential declines in their stock prices.

VNM

Positive

As multinational companies look to mitigate their exposure to tariffs by shifting production away from China, companies in countries like Vietnam may experience increased investment and growth opportunities from U.S. firms seeking tariff-free manufacturing. This could provide upward momentum for related stocks or ETFs focusing on that region.

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