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Poland has launched a programme worth 250 million złoty to support business projects of its companies in Ukraine

On April 22, 2025, Poland launched a state programme for preferential loans titled “Credit for Participation in the Reconstruction of Ukraine.” The programme allocates at least 250 million złoty (approximately 58.25 million euros) to Polish companies investing in and implementing business projects in Ukraine.

According to the terms of the programme, the maximum loan amount per company is 10 million złoty (2.33 million euros), the interest rate is 2%, and the repayment period is 12 years. Applications are now being accepted by three partner companies of the Polish Bank Gospodarstwa Krajowego.

“We are sincerely grateful to Poland for supporting businesses that are ready to participate in the reconstruction of Ukraine and invest in our economy. Thanks to the state programme ‘Credit for Participation in the Reconstruction of Ukraine,’ Polish companies will have access to preferential funds for investments in the reconstruction of Ukraine’s infrastructure. These funds can also be used for services such as preparing technical and economic justification or investment projects, organizing logistics, and developing bilateral trade. This is an important contribution to our recovery, as its foundation will be the private sector,” said Ukraine’s First Deputy Prime Minister and Minister of Economy, Yulia Svyrydenko.

According to the programme’s conditions, preferential loans can be used for investments and working capital expenses to support the reconstruction of Ukraine’s economy, development of exports and imports, and cooperation between Polish and Ukrainian companies.

The funds can be used for:

Transport, storage, and logistics of goods and services for the population, as well as construction materials, equipment, technologies, and other resources required for the project.
Development of enterprise resources to participate in the reconstruction and expansion of Ukraine’s infrastructure (including roads, railways, energy, water supply, public and housing construction).
Preparation of technical and economic justification, research, and investment projects.
Financing of medical companies, including the production of products such as prosthetics and bandages intended for Ukraine.
Importing services and products from contractors in Ukraine.
Providing goods and services to companies involved in the reconstruction of Ukraine’s economy and directly supporting their activities.

Additionally, funds from preferential loans can be used to finance the acquisition of real estate in Poland, if this is closely linked to the purpose of the investment, such as building a warehouse, factory, workshop, or plant. Some sectors and investments are eligible for additional preferences.

For reference:

The managing entity of the “Credit for Participation in the Reconstruction of Ukraine” state programme is Bank Gospodarstwa Krajowego. It is implementing the programme along with three financial partners:

Bank Ochrony Środowiska (Environmental Protection Bank)
TISE (Socio-Economic Investment Society)
The Consortium of the Lublin Foundation for Development and the Biłgoraj Regional Development Agency (Konsorcjum Lubelskiej Fundacji Rozwoju i Biłgorajskiej Agencji Rozwoju Regionalnego).

Will Tariffs Help or Hurt Amazon’s Business?

Amazon (AMZN 3.31%) generated $638 billion in sales last year, with its online marketplace accounting for the bulk of its top line. It’s a core part of its business, but there are also many other low-cost marketplaces and sites contending for consumers. Amazon has, for the most part, been winning — it’s one of the most valuable companies in the world, with a market cap close to $2 trillion.
Tariffs, however, introduce a new risk for the e-commerce giant. While they might help fend off low-priced rivals from overseas, many of the sellers on Amazon’s marketplace will also have to raise prices to offset the impact of tariffs. So will tariffs actually hurt Amazon’s business, or will they end up helping the company?

Why tariffs could help Amazon
The big benefit for Amazon is that with tariffs imposed — particularly on China, where there’s a lot of competition from cheap online retailers — they could drastically reduce competitive pricing pressures. If customers aren’t able to buy ultracheap products from Temu (which is owned by PDD Holdings) or Shein, then that may result in more people buying from Amazon’s marketplace.
Last year, in an effort to fend off competition from these cheaper sites, Amazon launched “Amazon Haul” — a program that would offer lower-priced goods, but at the cost of slower shipping speeds. While sites such as Shein and Temu offer lower prices, consumers typically have to be much more patient with their purchases; Temu normally takes more than five days to ship an order.
Temu and Shein have already begun to warn customers that their prices will increase due to tariffs. That may result in less of a gap between the prices of goods on their websites and those on Amazon, and it may eliminate the need for Amazon Haul.
Why tariffs may hurt Amazon
Amazon isn’t going to emerge unscathed from any tariff war involving China, as close to half of its sellers are based there. And many of them are saying the same thing as Temu and Shein: They will have to raise their prices due to tariffs.
If there are widespread increases in prices on Amazon’s platform, or sellers have no choice but to exit entirely, that could drastically reduce the appeal of the site for consumers; it may lead them back to brick-and-mortar stores, including dollar stores or their local Walmart. Given its strong dependence on having many sellers on its marketplace to offer a wide variety of products, Amazon may have a difficult time growing sales.
Amazon was already projecting timid guidance for the first quarter of 2025, expecting sales growth of just 5% to 9% compared to the same period a year ago. Tariffs could result in an even slower rate of growth in future quarters.
Do tariffs make Amazon a better or worse buy?
Like many retailers, Amazon needs the economy to be doing well for its business to be booming. Tariffs don’t accomplish that, and they can make it a whole lot more challenging for the company to grow quickly.
However, I still think that with a vast marketplace and convenient shipping options, Amazon will remain the go-to option for many people who are shopping online. It may experience a bit of a slowdown due to worsening economic conditions, but it may also have more people come to its site if products on Temu and Shein don’t look so cheap anymore. Amazon offers a better value proposition overall, which is why it can win out in the end. Plus, while its marketplace is key to its business, the majority of the company’s operating profit does come from Amazon Web Services, its cloud computing segment. Amazon’s strong diversification can help it navigate through these challenging market conditions.
Although the company will likely face headwinds this year, Amazon remains an excellent buy on any kind of weakness, simply because of how much growth potential it has. While the e-commerce stock is down more than 20% this year, I don’t doubt that it will end up recovering in the long haul.

John Mackey, former CEO of Whole Foods Market, an Amazon subsidiary, is a member of The Motley Fool’s board of directors. David Jagielski has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Amazon and Walmart. The Motley Fool has a disclosure policy.

Chance to own ice cream business

A RENOWNED ice cream parlour and cafe has been put up for sale.
Pelosi’s Corner Cafe in Langholm is a long established business with a good turnover and potential for further growth.
It has a guide price of £195,000, which includes a three bedroom flat, and an additional building and parking area.
Pelosi’s Ices of Langholm was established in 1913 by Luigi Pelosi as a traditional, small-batch ice cream maker, known for its milk ice made from an original Italian recipe and distributed by vans.

Agents C&D say: “Although the ice cream is no longer made on the premises, it still has a fantastic reputation. The vendors have successfully run the business for nearly 20 years and are now looking to retire.”
The café comprises two dining areas, including front counter and display, having around 35 covers plus external tables.
And the upstairs owners’ accommodation is spacious, with three double bedrooms.

Business News | NFO Alert: Invest in a Growing India’s Corporate Leaders with Bajaj Finserv Nifty 50 Index Fund

NewsVoirPune (Maharashtra) [India], April 25: The volatility in the stock market has caused jitters among investors. However, investment opportunities can often be found even in seemingly unfavourable times.Also Read | Gold Rate Prediction on Akshaya Tritiya 2025: Will Gold Prices Further Increase After Touching INR 1 Lakh Mark? Check Predictions From JP Morgan and Goldman Sachs.The latest market correction, for instance, presents an opportunity to invest in large cap companies. As per data from NSE, the Nifty 50 Index as on February 28, 2025, was trading below its average historical* valuations, putting it in a favourable position for long-term investment. *Past performance may or may not be sustained in the future.Against this backdrop, Bajaj Finserv AMC has launched the Bajaj Finserv Nifty 50 Index Fund. The New Fund Offer period began on April 25, 2025, and is on till May 9, 2025. This article tells you more about why this may be an opportune moment to invest in a growing India’s corporate giants.Also Read | Pahalgam Terror Attack: Elvish Yadav SLAMS Karan Veer Mehra for Reciting a Hindu-Muslim Poem After Horrifying Incident in Kashmir – Know What the ‘Bigg Boss 18’ Winner Said!.What is a Nifty 50 Index Fund?An index fund is a passively managed mutual fund that replicates the portfolio of a stock market index. The fund’s portfolio comprises the same stocks in the same weightage as the benchmark and the fund seeks to mirror the performance of that index, subject to tracking error.The Nifty 50 Index Fund comprises the companies top 50 companies in terms of market capitalisation listed on the National Stock Exchange. Typically, these are industry leaders with strong a market presence, healthy balance sheets and a track record* of sustainable growth. A Nifty 50 Index Fund gives investors a convenient way to invest in these companies without having to select individual stocks. Some of its advantages include:* Diversification: Exposure across multiple sectors reduces reliance on any single company’s performance.* Lower costs: Index funds generally have lower expense ratios compared to actively managed funds.* Market-aligned performance: The Nifty 50 has historically* delivered relatively stable returns over extended periods, making it a suitable option for those seeking long-term wealth creation with lower volatility.*Past performance may or may not be sustained in the future.Why invest in a Nifty 50 Index Fund now?India’s economy is on an upward trajectory, and its large corporations have been significant contributors to this growth. India’s economy became the fifth largest in the word in 2023, and is projected to reach No. 3 by 2030, following only the United States and China*.*Source: Bloomberg, IMF, World Bank 2030 estimates from CEBR (The Centre for Economics and Business Research)Moreover, the current market environment has created an opportunity for long-term investments in the large cap space. Data indicates that the index is currently trading at lower-than-average Price-to-Earnings (P/E) and Price-to-Book (P/B) ratios. For instance, the Nifty 50 trailing P/E was at 19.67 as of Feb 28th, 2025, well below the historical average of 24.81, as per data from NSE India. The Nifty trailing P/B, similarly, was at 3.29, against a historical average of 3.69. In simpler terms, this means that valuations for the Nifty 50 companies are below historical averages.*Past performance may or may not be sustained in the future.What should investors do?If this trend plays out, large caps could offer better risk-reward compared to mid and small caps in the near term. Investors may consider rebalancing their portfolio accordingly. However, market conditions and valuations should always be assessed before making investment decisions.Stock markets go through cycles, and after a period of correction, indices often recover*.Undervalued stocks – those that are trading at a price lower than their intrinsic value – offer growth potential because investors get the opportunity to buy them at favourable prices and potentially make gains when if rest of the market recognises their true potential.The recent correction has created also a widening gap between Nifty 50 earnings and valuations. This valuation gap, given the fundamental qualities of the Nifty 50’s companies and their market positions, positions the index favourably for potential future growth.*Past performance may or may not be sustained in the future.Bajaj Finserv Nifty 50 Index FundFor those looking to gain exposure to the Nifty 50, a well-structured index fund can provide a convenient and cost-effective way to participate in the market. The upcoming Bajaj Finserv Nifty 50 Index Fund can be one such avenue. Here are some of its key features:* Relatively lower expense ratio than actively managed funds.* Aims to closely replicate the performance of the Nifty 50 with minimal tracking difference.* No fund manager bias and minimal intervention.* Focus on delivering the potential for long-term wealth creation through a disciplined passive investment strategy.During the ongoing NFO period (ending on May 9, 2025), units will be available at a face value of Rs. 10. Thereon, when the fund reopens for subscription, units will be available at the applicable Net Asset Value. Both lumpsum and Systematic Investment Plan options are available. You can invest directly through Bajaj Finserv AMC online or offline, or through a registered mutual fund distributor.Mutual Fund investments are subject to market risks, read all scheme related documents carefully.(ADVERTORIAL DISCLAIMER: The above press release has been provided by NewsVoir. ANI will not be responsible in any way for the content of the same)(This is an unedited and auto-generated story from Syndicated News feed, LatestLY Staff may not have modified or edited the content body)

Business News | How Design Education Is Shaping the Next Generation of Changemakers

NewsVoirJaipur (Rajasthan) [India], April 25: With advancements in artificial intelligence (AI) and robotics decimating clerical and manual jobs across a multitude of industries, a career in design has emerged as an attractive option for students across the world, including India. No wonder, UI and UX designers are among the top 15 fastest growing jobs, as per the World Economic Forum’s Future of Jobs Report 2025.Also Read | Virar Horror: 7-Month-Old Boy Falls to Death From 21st-Floor Balcony As Mother Slips While Closing Window.However, design education is not restricted to UI and UX design. Nor is it limited to the commonly perceived domains of fashion or graphic design. In fact, there have been so much misperceptions around design education that many students often miss out on the opportunities that pursuing a Bachelor of Design (B.Des) programme can offer.The first misconception is that students need to be from the science stream in class 12 to excel in a design career. “Nothing can be further from the truth. As premier design institutes across the world are adopting an interdisciplinary approach to design education, students from any stream can excel in their design careers provided they have a scientific temper, a sense of inquiry and a bundle of creative energy,” said Professor A. Balasubramaniam, Director, Institute of Design, JK Lakshmipat University.Also Read | ‘Hit: The Third Case’: Sailesh Kolanu’s Much-Awaited Film Starring Nani Cleared by Censor Board With an ‘A’ Certificate.While it is true that some design institutes require their students to be from the science stream, opportunities are now abounding for students from all streams with the evolution of design curricula and demands of the times.Secondly, students often tend to assume that a B.Des degree is all about mastering technology tools and excelling in visual perceptions. The reality is far from it. A B.Des degree from institutions that offer interdisciplinary curricula prepares students not only to embark on a path of creative journey, but it also equips them to solve pressing global problems.Designing SolutionsWithout a design thinking perspective, for example, you cannot imagine bridging the digital divide. It is thanks to the ingenious designers that we have affordable devices which have made internet accessible to millions of Indians.Similarly, can we imagine advancing the sustainable development goals (SDGs) without sustainable packaging or designs that support the use of renewables? The answer is a clear “no”.So, in addressing all complex global problems, be it the issues of inequality, climate change mitigation, or improving the quality of life of the physically challenged or the elderly, the world looks up to the designers to produce innovative solutions.Students in design institutes should be trained from the beginning to be critical thinkers and versatile so that they can see the big picture and come up with timely and practical solutions to the issues at hand. Training on systems designs can prepare them to take on complex global challenges.”Design students of today are expected to solve complex systemic problems. That is one of the reasons why the Institute of Design at JK Lakshmipat University has adopted a multidisciplinary approach to design education where students can hone not just conventional design skills but can also learn empathy, develop deep sensitivity to human beings and understand their context,” said Dr. Devanuj K. Balkrishan, Professor at JKLU.Diverse PathwaysFor a B.Des student wanting to make a mark in the world, he or she should look beyond conventional design disciplines and explore what contemporary disciplines such as the following can offer: Interdisciplinary Design, Interaction Design, Product Design and Integrated Communication Design.A B.Des in Interdisciplinary Design, for example, aims to equip graduates with comprehensive skill sets, blending technology with traditional design principles. Interdisciplinary designers of today are adept at handling a wide range of roles with ease — from designing campaigns for advertisements to running startups offering multiple design solutions.Similarly, the focus of Product Design has expanded so much over the past few years that graduates specialising in this area are now tackling critical social issues – offering solutions for areas without electricity by designing battery operated lamps to providing drinking water to communities with rollable tanks.”Similarly, Interaction Design has advanced beyond User Interface (UI) design to integrate the pencil with the pixel, setting the stage for designers to pioneer immersive ways of people-to-people, people with devices and devices with devices interactions,” Professor Balasubramaniam said.An Integrated Communication Design approach, on the other hand, encompasses both analogue and digital designs, dealing with a broad range of areas including data visualisation, reporting and writing.”A contemporary curriculum, however, is not enough to make graduates ready to face the challenges of the real world. What they also need is project-based learnings, global exposure, and training in communications and critical thinking,” said Raj Gopal Menon, Professor & Dean, Institute of Design, JK Lakshmipat University.As the world-renowned thought leader in design Don Norman said, “We need new kinds of Designers, people who can work across disciplines, who understand human beings, business, and technology and the appropriate means of validating claims.” Founded in 2011 by the 140-year-old J.K. Organisation (JKO), JK Lakshmipat University (JKLU) continues JKO’s legacy of excellence and commitment to nation-building. Accredited with an ‘A’ grade by NAAC, JKLU is at the forefront of innovation, blending academia with industry through its interdisciplinary programs in engineering, management, and design that prepare students to excel in an ever-evolving workspace.JKLU’s faculty includes accomplished scholars from globally renowned institutions such as the IIMs, IITs, NIDs, and other top universities worldwide. The university’s curriculum focuses on interdisciplinary learning, hands-on projects, and practical problem-solving, providing students with the flexibility and choice of tools they need to address complex challenges and drive a meaningful change.The university’s strong industry connections, real-world projects, and immersive internships form a core part of the JKLU experience, bridging the gap between academic knowledge and practical application. Through strategic partnerships and exchange opportunities with leading institutions in India and abroad, students gain a global perspective that enriches their education and broadens their horizons.At JKLU, students also benefit from access to cutting-edge centers such as the Centre for Critical Thinking and Communication, the Atal Incubation Centre, and the AIMA Biz Lab. These platforms foster innovation, entrepreneurship, and critical inquiry, encouraging students to explore new ideas and develop a problem-solving mindset.(ADVERTORIAL DISCLAIMER: The above press release has been provided by NewsVoir. ANI will not be responsible in any way for the content of the same)(This is an unedited and auto-generated story from Syndicated News feed, LatestLY Staff may not have modified or edited the content body)

Sustainability Week: Why now is the time to leverage technology and more sustainable practices to optimize business buying

The new financial year is the time for businesses to consider any unnecessary expenditure to ensure financial efficiency. However, as budgets reset, it also presents an opportunity to reassess and streamline supply chain operations.Conscious buying is on the agenda for many businesses as consumers look to make more thoughtful purchasing decisions. In fact, research has shown that according to consumers, sustainable procurement results in as much as a 15 to 30% increase in brand value.This is only putting more pressure on businesses to ensure that their suppliers are sustainable and are aligned with their values and own sustainability ambitions.

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When it comes to meeting socially responsible commitments, for example, procurement can make or break a business’ sustainability trajectory, with up to 90% of a company’s carbon footprint linked to its supply chain. With so much pressure on businesses to be more socially responsible, procurement needs to take the lead on not only ensuring that expectations are met, but that purchasing processes also support the long-term growth of the company against established targets.The case for more sustainable procurement is strong, but how can businesses reflect this priority in their supply chain? Following recent research from Amazon Business, which reveals that 49% of procurement professionals see the complexity of their supply chain as a major obstacle at work , here are some ways to spring clean your supply chain and align with sustainable growth ambitions for the new financial year.Director and General Manager, Amazon Business UK.1. What businesses don’t know will hurt them as AI raises the bar for reporting The complexity of supply chains often leaves valuable purchasing data lying dormant across different tools and platforms. With so much data to manage, it is no wonder that businesses can struggle to keep tabs on inventory, spend, shipping routes and supply chain disruptions.It is essential that procurement teams have visibility of where exactly their vulnerabilities lie and the impact they might have on the wider business. Put frankly, measurable progress towards sustainable procurement goals is not achievable without the right data, and the tools to make it seen.AI can provide a major competitive advantage here with the ability to use large language models (LLMs) and cognitive analytics to recognize and predict patterns in purchasing data. Natural language processing (NLP) then allows procurement teams to interact with this data, ask it questions, and pull-out actionable insights.For example, procurement leaders can use AI tools to estimate the carbon footprint of a product, helping to map its environmental impact and assess its performance against internal criteria for sustainable purchasing – unlocking a new level of data-driven decision making.It is clear that there is appetite for AI innovation as 96% of procurement professionals have plans to invest in AI tools. By embracing advancements in real-time data analytics, businesses can have access to the data they need to stay one step ahead of changes in their supply chain.2. A diverse supply chain is a strong supply chainWith pressure on businesses to be more sustainable in their purchasing, an overhauled supply chain should focus on diversifying supplier relationships and investing in partnerships with local and small businesses. In fact, achieving a broad supplier base is cited as a top priority for the majority of UK procurement leaders as a way to ensure resilience in supply and distribution.By making sure the business is not reliant on a limited pool of suppliers, procurement teams can be more assured of the continued growth and performance of their department, in turn contributing to more reliable results for the business. A diverse supply chain also allows for greater flexibility in the long term, making it easier for businesses to adjust and refine their supplier base as goals and ambitions change.With this in mind, variety can be an effective solution for managing a volatile global landscape. By encouraging businesses to prioritize more local suppliers and minimize transportation costs, a diverse supplier base also indirectly helps businesses to play a part in the circular economy and cut down on emissions.3. Stay on track with universal standards and purchasing policiesWhilst a diverse supplier base can increase supply chain resiliency, managing a dispersed network might sound like an overwhelming logistical challenge, adding even more admin to procurement teams’ day-to-day system maintenance. This is where digital tools and platforms such as Amazon’s Business ‘Guided Buying’ feature are transforming the future of procurement, establishing a ‘one-stop shop’ for business purchasing that frees up time and capacity for time-stretched procurement teams.By setting up simple policies across the organization, ‘Guided Buying’ helps employees identify which sellers are preferred by their organization, as well as sellers that might be restricted or blocked. Visual signposts make this a natural part of the decision-making process and takes the guessing game out of compliance.Creating clear guidelines for business purchasing can also prove to be a significant time-saver for businesses as reporting requirements become tighter under new and developing regulations such as The Corporate Sustainability Reporting Directive (CSRD) (5). As social value weighting becomes a necessary part of managing bids and tenders, early adopters of purchasing policies will benefit from a more consistent and reliable track record of purchasing that aligns with social value ambitions.The new financial year will no doubt present procurement teams with a fresh set of challenges and opportunities. By focusing on cleaning up their supply chain, improving supplier diversity and organizing internal processes, businesses can put themselves in the best position to proactively respond to these changes. Making an investment now in a transparent, resilient and data-forward procurement strategy, will pay off for businesses in the long term, unlocking savings in cost, sustainability, and efficiency.We’ve listed the best Enterprise Resource Planning (ERP) software.This article was produced as part of TechRadarPro’s Expert Insights channel where we feature the best and brightest minds in the technology industry today. The views expressed here are those of the author and are not necessarily those of TechRadarPro or Future plc. If you are interested in contributing find out more here: https://www.techradar.com/news/submit-your-story-to-techradar-pro

2 Ways Tariffs Could Impact Amazon’s Business

The tariffs could be a game changer for Amazon.

If artificial intelligence (AI) has been the buzzword for the last two years, then the new keyword is tariff.
The latest tariff proposal on countries globally (temporarily set at a flat rate of 10% on all countries except for China at 145% for the next 90 days as of this writing) will be a game changer for all companies.
This article aims to investigate the impact of tariffs on Amazon’s (AMZN 3.31%) business in the short and long term.

Image source: Getty Images.

Tariffs will directly impact the e-commerce businesses
Amazon has been the most successful e-commerce company over the last two to three decades, riding on megatrends like the internet and globalization. The former allows it to reach global consumers directly, while the latter is the engine behind its massive supply chain, supplying an ever-expanding selection of affordable goods. The introduction of tariffs on the global supply chain threatens to permanently impair the latter, with significant short- and long-term implications.
Let’s start with the obvious: Amazon’s first-party business. This part of the business buys goods directly from suppliers in China and other countries and then resells them to consumers for a profit. As Amazon relies on low prices to delight its customers, introducing tariffs (potentially as high as 145% for China-imported goods) will burden the first-party business. The e-commerce company has to either absorb the additional cost of tariffs — which would eat into its already thin margin — or pass it on to consumers and risk losing sales.
The silver lining here is that the tariff will also affect its peers, so Amazon could still have a comparative advantage thanks to its economies of scale. Still, higher tariffs will mean lower discretionary spending from consumers, which inevitably affects sales across the board for all retailers.
Similarly, Amazon’s marketplace sellers will face a direct hit since they now have to operate under a much higher cost structure. And since these sellers (many of whom import products directly from China) don’t have the scale of Amazon’s first-party business, they will face enormous pressure to raise prices or risk going out of business. Besides, the uncertainties around the final tariff policy will naturally lead merchants to hold back on their procurements to avoid unexpected outcomes, leading to inventory stockout, logistics inefficiencies, etc.
While the final tariff policy is still unclear (the Trump administration is still negotiating with global leaders), it is almost certain that we will have some form of tariff. What remains is just the question of how high the rates will be, and that has strategic implications for Amazon over the long term.
For instance, a prolonged trade conflict may compel Amazon (and its third-party sellers) to seek new supply chain partners in other countries. While doable, such transitions are slow, costly, and risky, particularly for smaller sellers who lack sourcing flexibility. The result could be a gradual erosion of Amazon’s competitive advantage around pricing and product selections.
While Amazon’s long-term competitiveness might still prevail in the event of a tariff war — after all, the e-commerce company could adapt to the new reality and rebuild its supply chain — the road forward is likely to be bumpy.

The indirect impacts of tariffs on other segments
One of Amazon’s strengths is its diversified business model thanks to its expansion into adjacent areas like cloud computing and advertising. These businesses generate revenue mainly from offering digital services, which are not subjected to tariffs (at least not for now), making them relatively safe from tariffs in the near term.
Still, these businesses may experience ripple effects from the ongoing tariff war. Take Amazon Web Services (AWS), for example. While tariffs don’t directly touch AWS revenue, the broader economic uncertainty they create can weigh on enterprise spending. If tariffs slow the economy or dampen business confidence, companies may delay or reduce IT investments, impacting AWS’s revenue. Also, the tariffs would result in higher capex spending when Amazon invests in data centers and other technological hardware, which could reduce AWS’s long-term profitability.
Similarly, the advertising business could also face headwinds amid the tariff war. If tariffs make it harder for merchants to do business — either by eating into their margin or even rendering their business model obsolete — advertising demand on Amazon could take a hit. Similarly, weaker consumer discretionary spending due to higher product prices could lead to a lower advertising budget.
Even Amazon’s logistics and fulfilment network could face challenges in the future if the trade war persists for a long time. The company has spent years building a sophisticated, vertically integrated delivery network. However, with sellers adjusting supply chains, Amazon must redesign its networks or invest in new infrastructure to support the latest adjustments. That could raise fulfillment costs and reduce efficiency, further reducing margins.
What it means for investors?
The tariff war will impact Amazon, so investors must be mentally prepared for it. The e-commerce business will likely face direct and more significant impacts, while the digital businesses may experience indirect disruptions.
Given the uncertainties surrounding the final tariff policy (and Amazon’s response to it), investors should closely monitor the company’s performance in the coming months, focusing on metrics like revenue growth and margin trends.

John Mackey, former CEO of Whole Foods Market, an Amazon subsidiary, is a member of The Motley Fool’s board of directors. Lawrence Nga has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Amazon. The Motley Fool has a disclosure policy.