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Tariffs may affect US and Asian companies in different ways. For US retailers and consumer brands, the pressure often appears through margins as import costs rise and pricing power is tested. For Asian exporters, the pressure may appear through lower order volumes if US buyers reduce demand. Textiles, apparel and basic consumer goods are generally more sensitive to US demand, while semiconductors and AI hardware may be less directly exposed to US consumers but still carry policy, capex and valuation risks.
Market insights
Trading strategies
The tariff impact: The US margin problem vs Asia’s volume problem
Tariffs do not hit every company the same way. For US retailers and consumer brands, the first pressure point is usually margin.
GO Markets
•
May 25, 2026
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Market insights
Technology
Top 5 AI stocks in Asia: which companies are betting big on artificial intelligence?
GO Markets
•
March 19, 2026
what happens if the Strait of Hormuz closes, why oil flow matters more than inventory, how much oil passes through Hormuz each day, Brent crude outlook after Hormuz disruption, how Hormuz affects global inflation, can OPEC replace lost Hormuz supply, what is a flow shock in oil markets, how long can inventories offset an oil supply disruption
Commodity
Geopolitical events
The Hormuz crisis explained: What happens when the world’s key oil chokepoint stops flowing?
GO Markets
•
March 19, 2026
Trading
Technology
The 2026 AI playbook: what is powering the AI trade?
GO Markets
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March 18, 2026
Australian defence spending, defence procurement Australia, Austal Landing Craft Heavy, DroneShield counter-drone, EOS LAND 156, Codan defence communications, HighCom ADF support, ASX military stocks, sovereign capability Australia, naval shipbuilding ASX
Geopolitical events
Market insights
ASX defence stocks explained: 5 names to watch in 2026
GO Markets
•
March 16, 2026
Market insights
Week ahead
This week could decide the 2026 macro narrative | GO Markets week ahead
GO Markets
•
March 13, 2026
Market insights
Commodity
7 global commodity stocks to watch as the Iran war reshapes markets
GO Markets
•
March 13, 2026