36 ASX 200 stocks are defying Thursday's selloff and trading higher

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The S&P/ASX 200 has been rattled by President Donald Trump’s sweeping new tariffs, which impose a minimum 10% duty on all US imports and escalate to over 20% for dozens of countries.Despite S&P 500 futures tumbling more than 3%, the local sharemarket has shown resilience and bouncing from session lows. Surprisingly, 36 stocks have either opened in positive territory or recovered early losses to trade higherToday's Gainers by SectorMaterials: 18Industrials: 5Utilities: 4Consumer Staples: 3Health Care: 3Communication Services: 2Real Estate: 1Materials Trading HigherThe materials sector, particularly gold miners and rare earth producers, has emerged as a bright spot. Below is a snapshot of those trading higher:TickerCompanyPrice% Chg1 YearDNLDyno Nobel $2.564.3%-8.8%RMSRamelius Resources $2.404.1%25.7%LYCLynas Rare Earths$7.103.7%25.4%WGXWestgold Resources $2.893.6%22.5%OBMOra Banda Mining $1.083.4%260.0%DEGDe Grey Mining $2.153.1%70.7%SPRSpartan Resources $1.882.9%184.9%EMREmerald Resources$3.862.5%23.2%NEMNewmont Corporation$77.982.2%37.8%NSTNorthern Star Resources $18.421.9%25.6%RRLRegis Resources $3.991.9%105.9%CMMCapricorn Metals $8.051.2%50.4%WAFWest African Resources $2.340.9%74.6%BSLBluescope Steel $21.710.6%-6.3%VAUVault Minerals $0.440.6%12.2%JHXJames Hardie Industries $36.860.3%-37.4%GMDGenesis Minerals $3.700.3%94.2%PRUPerseus Mining $3.310.2%50.9%Data as at 12:00 pm AEDT, Thursday 3 April 2025Gold Miners Rally, Lynas GainsTrump’s tariffs have fueled a flight to safe-haven assets, pushing gold to its 18th record high of the year, rising 0.8% to US$3,138 per ounce overnight and up another 0.25% to US$3,146 today.Large-cap gold miners listed above are up an average of 2.1% on Thursday and have gained 74.2% over the past 12 months.Citi analysts recently forecast further upside, targeting US$3,200 per ounce in the next 0–3 months, driven by hedging against U.S. economic risks, robust Chinese demand, and global emerging market central bank purchases. Elsewhere, Lynas Rare Earths rallied 3.7%, reflecting its role as one of the few major rare earth producers outside China. With the US heavily reliant on Chinese rare earths, Trump’s tariffs — including a 34% levy on Chinese goods in addition to existing 20% duties — could make Lynas’ products more competitive. As US manufacturers seek alternatives to Chinese supply chains, Lynas is strategically position...

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