Russian stocks rally as Trump policy priorities take shape
The Russian equity market has bounced back remarkably in recent months. Is this just another symptom of the ‘Trump rally’, or are there other, more structural reasons for this revival?
Donald Trump
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ANALYSIS: a growing case for EM despite Trump slump
One of the losers so far, from the election of Donald Trump to the White House has been emerging markets funds.
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Trump Tantrum hits emerging markets
Foreign investors took their money out of EM assets at the fastest pace since the 2013 Taper Tantrum in November, according to the Institute of International Finance (IIF).
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Investor confidence down on Trump fears
Confidence among non-US investors declined significantly in November, according to the State Street Global Investor Confidence Index. Asian investors reacted most strongly to Trump’s election.
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Be contrarian in the face of Trump uncertainty
Equity markets have responded positively to Donald Trump’s election after an initial setback. But Trump’s unpredictability will remain a risk for the full four years of his presidency. It is, however, more important than ever to hold your nerve and dare to be contrarian.
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Trump election dents Swedish appetite for emerging markets
Sweden’s fund buyers had just regained interest in emerging markets. However, Donald Trump’s election as the next American president has made them turn away from EM assets again.
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Is this the beginning of a Treasury bear market?
Since Donald Trump’s election victory last week, a consensus has quickly been building among investors that US treasury yields will spike. And that US equities will benefit. Have markets been too quick in drawing their conclusions?
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Trump election – a spanner in the works for emerging markets
Emerging market equities and debt have been the most popular asset classes with European investors this year. But now Donald Trump’s election threatens to spoil the party.
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OPINION: Why the dollar bulls are mistaken
The dollar has rallied in recent days as investors believe stronger US GDP growth and Fed rate hikes will push the greenback up. But markets are ignoring the forces that are likely to drag the dollar down in the longer term.
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Trump’s anti-immigrant, isolationist stance pumps up inflation expectations
President-elect Donald J Trump’s aggressive positions on immigration, infrastructure spending and isolationism could push up wage and core inflation, commentators fear.
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China should brace for US election fallout
The Chinese press has been remarkably quiet on the new US president, but asset managers are weighing in on what they see as the negative impact of Trump’s protectionist views.
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Markets shake off Trump triumph, but long-term risks loom
The surprise US election victory by Donald Trump has greatly increased uncertainty, yet asset prices are now back at similar levels as just a couple of days ago when a Clinton victory looked more likely.