
Amid escalating global trade tensions, investors are increasingly turning to Asian consumer staples stocks as a safe haven. Firms such as Fidelity and Goldman Sachs have identified these sectors as tariff havens, benefiting from strong local demand despite broader market volatility. The MSCI Asia Consumer Staples Index has risen 5% since April 2, outperforming wider benchmarks. This shift reflects a broader market trend where defensive sectors—including utilities, staples, and healthcare—have outperformed on both market upswings and downturns. The current rally is characterized more as a defensive repositioning rather than a full market breakout.
Traders are chasing the bounce—but not with risk. Since the tariff pause, defensive sectors like utilities, staples, and healthcare have outperformed both on up days and down. The market may be rallying, but positioning says: this is still a hideout, not a breakout. https://t.co/WpMSOKTpcR
Bloomberg: Trade war tailwinds for Asia's consumer staples As global growth wobbles and tariffs rise, investors are rotating hard into local demand plays. The MSCI Asia Consumer Staples Index is up 5% since April 2 — crushing broader benchmarks. Defensive is the new offensive. https://t.co/hLFrROR0FQ
När teknikbolagen darrar i takt med att handelskriget mellan USA och Kina trappas upp har investerare hittat ett nytt tillflyktsmål. https://t.co/iU9KYxBkUe

