Yes, a 100% tariff on BRICS and their partners' gloves could potentially benefit Malaysian glove manufacturers, as Malaysia is not a full BRICS member but rather a trade partner. While Malaysia may not face the same tariffs, its competitiveness relative to BRICS countries like China and India could increase, especially if U.S. buyers seek alternative sources for medical gloves.

Currently, China holds a significant share of the U.S. glove market, particularly in nitrile and PVC gloves. With the proposed tariff hike on Chinese gloves reaching 100% by 2026, demand is expected to shift towards other suppliers, and Malaysian glove manufacturers are well-positioned to capture this market share. Reports suggest that U.S. buyers would have limited alternatives outside of BRICS and their partners, making Malaysia an attractive option for cost-effective, high-quality gloves.

This scenario could allow Malaysia to leverage its strategic position to dominate the glove market in the U.S., provided it can manage its production capacity and pricing efficiently to remain competitive amidst this potential trade disruption.