Global tariff retaliations present opportunities for certain Vietnamese industries and publicly traded companies to gain from increased exports, FDI and supply chain realignments.

Eggs are becoming increasingly expensive in the US but are cheap in Vietnam, which produces about 20 billion eggs a year.

The US remains Việt Nam’s largest export market, with an estimated trade value of US$10 billion in January.

The Commercial Counsellor and Head of the Vietnam Trade Office in the US pointed out that US producers have yet to meet domestic steel demand fully, leaving room for Vietnam’s exported steel and aluminium products in the market.

Vietnam and the US have reached a bilateral agreement to end a WTO dispute over anti-dumping duties on Vietnamese tra fish exports, marking a significant step in trade relations.

The U.S. has overtaken China as Vietnam’s largest supplier of fruits and vegetables during the Tet (Lunar New Year) season, with imports reaching a record $123.7 million in December 2024.

The US has made a historic $1.2 billion investment in importing Vietnamese cashews, solidifying Vietnam's position as the world’s leading cashew supplier.