bullish
Smart Trump, or Dumb Trump?
135 Views27 Nov 2024 22:11
SUMMARY
- The election of Donald Trump with overwhelming majority changes the investment logic of our sectors and perhaps others. But besides acknowledging, what is actionable is the broad impact expected globally;
- Thus the questions of whether Trump's policies will be successful, become important: how flexible they are, what are the signposts and who stand to benefit and be hurt;
- Our standing assumption is that both MAGA and non-MAGA will claim victory. We are assuming quality executions from the Trump team but the odds of achieving is still daunting.
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Blue Lotus Research Institute
China growth and global non-US Internet equities
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