Global markets have reeled this week after President Donald Trump announced tariffs on $1.4 trillion of imports from Canada, Mexico, and China. 25% were levied on Canada and Mexico, though the Mexican tariffs have been paused for a month.
Regardless, this is the most aggressive trade policy shift since the 1930s. Automakers, energy firms, and retailers are bearing the brunt of Monday’s selloff. Trump is also dismantling the de minimis trade loophole, so Chinese e-commerce giants like Temu and Shein can no longer flood U.S. markets with duty-free, low-cost goods. Plus, companies that have more of their supply chain inside the U.S. already are likely to be resistant and even rise as investors find safe havens from tariffs.
Here are three such stocks that could gain from Trump’s tariffs.
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