South and Southeast Asian companies in the automotive, steel, chemicals, and business-services sectors are at risk from evolving US policies, facing higher tariffs that could impact costs and demand. However, industries like mining, oil and gas, shipping, investment holding companies, and agriculture are less vulnerable due to strong domestic operations or diversified supply chains. Indian IT firms like Tata Consultancy Services Ltd and Infosys Ltd are well-prepared to handle cost pressures, but may face challenges from shifts in US immigration rules. Overall, escalating trade restrictions could slow global growth, affecting sectors like mining and oil and gas, while industries such as property development, real estate investment trusts, telecommunications, and gaming remain largely insulated from US policy shifts.
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