Trump's Trade War 2.0 has officially started. Canada, Mexico, and China are on the first batch of the new tariffs measure.

Any palm oil company with US export destination is expected to benefit more. Rubber (tires), wood, textile, are likely to gain too. So are shoes and clothing - though I am not sure this sector has listed companies.

Provided that Trump will not put BRICS on the next batch, relevant business in Indonesia will have a good opportunity to fill the gap on the supply side for US market.


$WOOD $BOLT $GJTL