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Trump's Return Casts Shadow on Emerging Markets
Investors express caution towards emerging markets following Trump's election win, citing concerns about potential US policies and their impact on global finance.
English
Canada
PoliticsEconomyUs PoliticsChinaInvestmentInternational TradeMarketsRisk
AmundiPinebridge InvestmentsJpmorganAllianz Global InvestorsFranklin Templeton
Donald TrumpYerlan SyzdykovAnders FaergemannSonal DesaiShamaila Khan
- What are the main concerns of investors regarding emerging markets in 2025?
- Investors are cautious about emerging markets in 2025 due to uncertainties surrounding Donald Trump's return to the White House and potential policy impacts.
- What are some potential negative impacts of Trump's policies on emerging markets?
- Concerns include a stronger dollar, potential tariffs, unfunded spending, and slower interest rate cuts from the Fed, all of which could negatively affect emerging market currencies and bonds.
- Are there any potential beneficiaries from Trump's policies in the emerging markets?
- Some sectors and countries could benefit from Trump's policies, such as India due to its stance against China and Argentina due to its economic reforms.
- What is the overall sentiment among investors regarding the impact of Trump's return?
- Despite the uncertainty, investors believe the market reaction this time is less severe than in 2016, indicating some resilience in developing countries and their assets.
- How did the 2016 Trump election impact emerging markets, and how does this time compare?
- While there was initial optimism, Trump's win has led to some concerns about China and the impact on emerging market currencies, especially those dependent on trade with the US.