Patrick Fresne

Australian agriculture stocks could also stand to benefit from a trade war between the US and China. Apart from the boost provided by a weaker Australian dollar, China has also increased tariffs on a large number of US agricultural exports into that country in response to the Trump tariffs, and this should provide a competitive advantage to many Australian agricultural producers exporting to China. In addition, it could potentially provide these companies with an opportunity to steal market share from US food exporters.