The Australian share market is under pressure again today, with investors scrambling in response to US President Donald Trump's controversial new tariff policy.
From Saturday, the US will slap a minimum 10% tariff on foreign imports, including those from Australia, as part of what Trump has dubbed his "liberation day" economic plan.
While market selloffs can rattle nerves, they also open the door to long-term opportunities — especially in high-quality companies that are built to thrive regardless of short-term headlines.
Here are three no-brainer ASX 200 shares that analysts think could be smart buys following this latest bout of volatility.
CSL is one of Australia's most admired global healthcare businesses — and for good reason. With a presence in more than 100 countries, its core plasma therapies, vaccines, and biotech innovations support millions of patients worldwide.
While CSL shares have come under pressure in the broader market selloff, the company's fundamentals remain rock solid. It boasts strong defensive qualities, ongoing investment in research and development, and a growing pipeline of new potential treatments.
Importantly, healthcare demand doesn't fade when tariffs rise or headlines get scary. That arguably makes CSL a compelling candidate for investors looking to anchor their portfolio with quality.
Bell Potter is very positive on the company and has a buy rating and $335.00 price target on its shares.
When volatility strikes, it pays to own a company that not only survives the storm — but profits from it.
Macquarie Group is renowned for its global investment and asset management businesses, many of which benefit from market dislocation, infrastructure investment, and the transition to clean energy. The ASX 200 share also has a long track record of managing risk and capital exceptionally well through economic cycles.
Its shares have taken a hit amid rising geopolitical tensions, but this may prove to be an overreaction. For long-term investors, the company's ability to compound earnings, pay growing dividends, and execute globally makes it a no-brainer buy.
A third no-brainer buy could be ASX 200 share ResMed. It is a world leader in sleep and respiratory care — a sector that continues to experience strong, long-term demand.
Millions of people globally rely on ResMed's CPAP devices, and the company's growing software and digital health platforms offer additional upside over time.
So, with its shares well off their highs, investors may be looking at a quality company trading at a compelling long-term price.
Goldman Sachs certainly believes this is the case. The broker currently has a conviction buy rating and $49.00 price target on its shares.
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