Foreign Sectors Exposed To Strong U.S. Dollar by AlphaBetaWorks Insights In an earlier article we discussed the U.S. sectors most affected by volatility in the U.S. Dollar. This analysis raised a number of questions from readers and clients: For U.S. exporters hurt by strong USD: Do foreign competitors benefit, exhibiting the opposite (positive) USD exposure? For U.S. retailers and distributors aided by strong USD: Do foreign suppliers benefit, exhibiting similar (positive) USD exposure? Both intuitions are correct. Foreign transportation and technology companies turn out to be the top beneficiaries of appreciating U.S. dollar. U.S. Information Technology Sector USD FX Exposure Recall from our earlier piece…
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