BRICS Expansion and US Tariffs: How to Profit from the Shift to a Multipolar World

The expansion of BRICS in 2025, now including Egypt, Ethiopia, Iran, the UAE, and Indonesia, marks a pivotal moment in global geopolitics. This bloc—representing 45% of the world's population and 35% of global GDP (PPP)—is no longer a sideshow but a force reshaping trade, finance, and investment. As the U.S. tightens its sanctions regime and tariff policies, BRICS nations are accelerating their efforts to diversify trade away from the dollar and build alternative financial infrastructure. For investors, this creates a once-in-a-generation opportunity to capitalize on intra-BRICS growth in sectors like cross-border e-commerce, renewable energy, and cryptocurrency.

The Geopolitical Catalyst: Tariffs and the Dollar's Decline

The U.S. has long weaponized tariffs and sanctions to enforce its economic dominance, but BRICS members are pushing back. With Russia excluded from SWIFT and China facing escalating tech restrictions, the bloc's urgency to create alternatives to U.S.-controlled systems has intensified. The New Development Bank (NDB) now boasts over $100 billion in capital, funding infrastructure projects in renewable energy and transportation across member nations. Meanwhile, China's renminbi and Russia's ruble are increasingly used in trade settlements, bypassing the dollar.

The Trump administration's “America First” policies—which include tariffs on $500 billion of Chinese goods—have only accelerated this shift. As BRICS countries deepen their trade ties, investors should focus on three key sectors where dollar dependency is being dismantled and growth is surging:

1. Cross-Border E-Commerce: The Silk Road 2.0

The expansion of BRICS has created a massive, interconnected market for goods and services. With intra-BRICS trade volumes expected to surpass $500 billion by 2026, companies enabling cross-border e-commerce stand to profit handsomely.

• Brazilian Agribusiness: Brazil's soy, beef, and coffee exports are already a cornerstone of its economy. Companies like JBS (JBS.A) and BRF SA (BRFS3.SA) could see demand rise as BRICS nations prioritize food security. A Brazilian-UAE free trade deal, for instance, could boost Middle Eastern imports of Brazilian meat.
• Indian Manufacturing: India's “Make in India” initiative is aligning with BRICS partners' demand for electronics and pharmaceuticals. Tata Motors (TTM) and Wipro (WIT) are positioned to benefit as trade barriers with the U.S. grow.
• Data Point:

2. Renewable Energy: The BRICS Green Power Play

The NDB's Climate Finance Division has earmarked $20 billion for renewable energy projects in BRICS countries, from wind farms in Brazil to solar parks in South Africa. This is a direct counter to U.S. dominance in traditional energy markets and a chance to profit from decarbonization.

• Chinese Tech Firms: Enphase Energy (ENPH) and BYD (BYDDY) are leading in solar inverters and electric vehicles, respectively. Their technologies are now being deployed across BRICS nations.
• Brazilian Solar: Sunseikei (SISE3.SA), a joint venture with Chinese firm JinkoSolar, is expanding photovoltaic installations in Brazil's sun-rich Cerrado region.
• Data Point:

3. Cryptocurrency and Blockchain: The Dollar's Worst Nightmare

BRICS members are experimenting with digital currencies to reduce reliance on the dollar. Russia's “Crypto-Ruble” and China's digital yuan are already in pilot stages, while India is exploring blockchain for cross-border payments.

• Indian Blockchain Startups: Firms like Unocoin and CoinDCX are building infrastructure for BRICS-based crypto trading.
• Data Point:

The Investment Playbook: Timing and Risks

The urgency here is twofold: U.S. tariff deadlines loom, and BRICS cohesion is accelerating. Investors should act now to secure positions in these sectors before trade agreements solidify and alternative payment systems go mainstream.

• Agribusiness: Buy JBS (JBS.A) and BRF (BRFS3.SA) on dips. These stocks are undervalued relative to their exposure to BRICS trade growth.
• Renewables: Consider Enphase (ENPH) for its solar tech and BYD (BYDDY) for EVs. Both have strong ESG profiles.
• E-Commerce Infrastructure: Look to PayU (a Naspers subsidiary), which dominates digital payments in India and Brazil.

Risk Alert: Geopolitical tensions could still derail progress. India-China border disputes and U.S. sanctions on Russia are wildcards. Investors should diversify and monitor NDB's loan disbursement pace ().

Conclusion: The BRICS Boom Isn't a Theory—It's a Reality

The expansion of BRICS isn't just about adding members—it's about building a new economic order. As the U.S. doubles down on protectionism, investors ignoring BRICS risk missing out on the next phase of global growth. The sectors outlined here are where capital will flow as these nations cement their power. Don't let the dollar's decline be your loss.

Investment advice: Consult with a financial advisor before making decisions based on this analysis.