Ireland's manufacturing sector remains resilient despite May’s slight PMI dip to 52.6. While global headlines warn of looming US tariffs, domestic demand, sector diversification, and infrastructure spending are quietly fortifying the industry. Pharmaceuticals continue as export powerhouses, tech and med-tech firms buffer against tariff risks through innovation, and robust household consumption paired with government projects fuel growth at home. 

For decision makers, this is a reminder that current headwinds are cyclical, not terminal. Ireland’s undervalued manufacturing equities, backed by skilled labour, strategic EU market ties, and structural strengths, present a patient contrarian opportunity as trade tensions play out.


Read the full analysis to see where strategic opportunities lie.