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Trump won’t disrupt EM secular growth drivers – BMO GAM

In this short video, BMO GAM’s Alan Nolan explains why he believes Donald Trump’s election presents a buying opportunity for emerging market stocks rather than a long-term threat to fundamentals.


“The election of Donald Trump certainly has led to an increase in uncertainty and volatility in many markets, particularly in EM currencies,” he says.

“But we as long-term investors prefer to look at secular growth drivers such as demographics and urbanisation. In the long term we find it hard to believe that Trump will derail these things,” he adds.

“We have instead taken the opportunity to add to our holdings in Mexico and India.”