Tariffs Won’t Stop This Momentum: These Malaysian Stocks Are Positioned to Soar
Tariffs Won’t Stop This Momentum: These Malaysian Stocks Are Positioned to Soar

Tariffs Won’t Stop This Momentum: These Malaysian Stocks Are Positioned to Soar

Fri, Aug 8, 2025 4:33 PM

When the U.S. imposed a flat 19% tariff on Malaysian exports effective August 8, 2025, many anticipated a broad sell-off. However, recent data and developments reveal the real picture: select sectors are thriving, and the smartest investors are positioning accordingly. 

Glove Makers: Demand Surge and Pricing Protection 

Rather than weaken the sector, the tariff is reinforcing it: 

U.S. buyers are diversifying supply chains, driving monthly Malaysian order volumes from ~1.9 billion to ~2.1 billion units, with targets above 2.3 billion pieces for H2 FY26. 

Tariffs improve fair pricing and discourage undercutting, giving local glove producers more pricing power. 

Top names: Hartalega, Kossan, Top Glove have experienced recent rallies on improving operational metrics and demand prospects. 

Analysts and reports today emphasise resilience and pent-up demand. 

Tech & Manufacturing Exporters: Zero Tariff = Big Edge 

Exporters in the semiconductor and precision-manufacturing space are building momentum: 

Malaysia committed to buying up to US$150 billion in U.S. tech, data-centre and aerospace products over five years, reinforcing growth for local suppliers. (Reuters) 

Export momentum was already strong: early 2025 saw a 6.8% YoY jump in exports, including a record RM22.66 billion in U.S. shipments, as companies prepaid ahead of tariff risk. (Reuters) 

These counters remain untaxed by the tariff and benefit from renewed supply chain diversification away from China. 

Stocks to watch: Names like Inari, UWC and Natgate are quietly seeing capital inflows. Accumulate after healthy consolidation or on renewed fund rotation. 

 

Infrastructure, Data-Centres & Logistics: Quiet Growth Plays 

Malaysia’s infrastructure-linked sectors are being subtly uplifted by trade realignment: 

Global tech firms (Microsoft, Google, Nvidia, ByteDance) are investing in new data-centre campuses in Johor and Penang, anchored by Malaysia’s improved market perception.  

Petronas will buy USD3.4 billion in LNG annually, and Malaysia commits to USD70 billion in cross-border investments to offset deficits, supporting engineering and logistics demand.  

Why You Should Be Watching and Acting 

Clarity brings confidence: The tariff rate is locked in; market attention now shifts to companies with clear fundamentals. 

Foreign capital is shifting: Supply chain shifts and U.S. investments increasingly favour Malaysia, creating real flow and momentum in targeted sectors. 

 

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