Sector Vulnerabilities and Strategic Investment Plays
The July 9, 2025 tariff deadline looms as a pivotal moment in global trade, with President Trump’s aggressive “America First” policies set to either reimpose punitive tariffs or force nations into binding deals. For investors, this is no mere political drama—it’s a high-stakes opportunity to position portfolios for sector-specific vulnerabilities and opportunities. Sectors like autos, agriculture, and technology stand at the center of this storm, with Japan’s auto industry and India’s tech sector emerging as key battlegrounds. Here’s how to capitalize on the volatility.
Auto Sector: U.S. Manufacturers Gain, Japanese Exports Suffer
Japan’s automotive industry faces a 24% tariff threat, potentially rising to 35% if no deal is…
