2024 US Presidential Election

Schroders notes that there may be more support for clean energy development within the Republican party than one might expect.

Donald Trump’s victory immediately unleashed a massive rally in the dollar, US equities and cryptocurrencies. The challenge for investors is to figure out which segments will ensue.

Analysts expect Donald Trump 2.0 to make banking stocks great again, but there could be challenges .

The liberals have become “illiberal”. In their quest for freedom, they now impose their own views on others and deny freedom to those who disagree.

Digital asset companies spent heavily during the election campaign to boost candidates viewed as favourable to them. Trump did an about-face, becoming a supporter of what he once labelled a scam.

A key question on investors’ minds is how much of Trump’s threatened tariffs — up to 60% on Chinese goods — will become a reality.

Sadly, not even Musk – whose companies depend on basic science done by others – has fully considered what Trump would mean for his bottom line

Baig says that Trump’s tariffs are an “unambiguous negative” for the Asia region but its strong ties with both US and China will survive the presidency.

The analysts at BII stay risk-on in US equities, supported by solid growth and earnings, but say sticky inflation and higher-for-longer interest rates could challenge risk sentiment.

US banks and industrial stocks could benefit, but the election outcome is less positive for China who will need to implement more support measures to counter tariff hikes.