Welcome back to the FTSE 350 Tip column at Armchair Trader, where we have been providing actionable insight into potential winners in the UK market. Currently global stock markets are holding their breath as the world awaits the next bevy of news flow regarding Trump tariffs. Indexes have been marked down by heightened geopolitical risk and safe haven assets have soared.
It is extremely hard to forecast the net impact of tariffs on global businesses. Especially those that have a complex supply chain. Until we hear more from the man in charge, it makes sense to steer clear of a handful of sectors – particularly in manufacturing, automotive, hardware and retail – especially if said companies have a large manufacturing base in China and a bulk of customers in Europe.
Thankfully the majority of the FTSE350 portfolio does not contain such companies (with a few exceptions), a large portion of the companies do not have high sales exposure to the U.S.
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