Trump’s 15% Tariff Shockwave: 3 ASX Stocks Poised to Surge
By Fil Tortevski and Pedro Banales
When President Donald Trump shocked global markets by introducing a 15% tariff increase, investors immediately began recalibrating their portfolios. But while some sectors braced for impact, a handful of Australian stocks may actually stand to benefit from the policy shift.
In a recent episode of Wealth Within’s Hot Stock Tips, analysts Filip Tortevski and Pedro Banales explored which ASX-listed companies could profit the most and when the ideal buying opportunities might appear. These insights stem from technical analysis and decades of professional trading experience, much like what’s taught in Wealth Within’s government-accredited Trading courses.
BlueScope Steel: Tariffs Supporting Domestic Advantage
BlueScope Steel (ASX: BSL) emerged as the front-runner from the tariff-driven ripple effect. As a major steel producer with significant operations in the U.S., BlueScope stands to gain from higher global steel prices as imported materials become less competitive.
Analyst Pedro Banales emphasised that recent price action has positioned BlueScope at a critical inflection point. After experiencing strong volume spikes in late November and early January, holding above the $25–$26 range could signal the next leg higher. The team predicts that if bullish momentum continues, the stock could see advances toward the $40 mark in the months ahead.
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James Hardie: The Reversal Waiting to Happen
Another U.S.-exposed stock in focus is James Hardie Industries (ASX: JHX), a global leader in fibre cement and building materials. The company’s valuation correction over the past year has brought it back to the $25 range which is an area that has historically acted as strong support.
Filip Tortevski highlighted that as long as James Hardie holds this crucial level, sentiment may soon swing bullish. However, he cautioned that traders should watch for confirmation signs, such as a sustained close above its early-year highs, before committing to longer positions.
Pedro Banales elaborated on how investors often make the mistake of “buy and hold” without recognising downtrends that can last years. Instead, mastering timing and pattern recognition which are core lessons taught in Wealth Within’s Diploma of Share Trading and Investment and helps traders lock in profits and avoid prolonged drawdowns.
Brambles: Seeing Strength in Domestic Logistics
The third stock under the spotlight, Brambles (ASX: BXB), operates in the pallet pooling and logistics sector with large-scale U.S. operations. Rising tariffs typically boost demand for domestically produced goods, which can naturally increase pallet movements within the U.S. which is a core part of Brambles’ business model.
Pedro noted that the chart shows constructive momentum, breaking through previous downtrends and retesting support near $22 which is an encouraging sign of potential recovery. While he urged caution as the stock approaches its $27 high, the setup currently favours medium-term upside.
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Lessons from the Market: Trading Smartly, Not Emotionally
Throughout the discussion, both analysts emphasised that successful trading is not about guessing direction but instead it’s about mastering risk and knowing when to exit a trade that’s not working. This disciplined approach differentiates informed traders from those who rely on speculation or emotion.
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To stay updated with more expert market breakdowns like these, check out Wealth Within’s Hot Stock Tips videos and ASX video library where weekly insights reveal the latest trends and technical opportunities across the ASX.
Final Thoughts: Turning Market Moves into Opportunity
Trump’s 15% tariff policy may rattle global markets, but history shows that volatility often creates openings for the educated investor. With companies like BlueScope Steel, James Hardie, and Brambles positioned favourably, the coming months could see significant trading opportunities emerge.
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