How can investors capitalise on the unexpected phenomenon that is President Donald Trump? Going small may be the way to make it big.
It remains to be seen what President Donald Trump will actually do during his term, but the actuality of his presidency does seem to argue for investments in more US-centric parts of the market. At Schroders we do believe he will achieve many of his goals, but they seem to be close to fully priced in. Wall Street tends to get ahead of itself at times, and this appears to be one of those times. Additionally, Trump’s hostility to foreign trade agreements is troubling, and while it remains to be seen what he will actually do, his policies do seem to offer some investment possibilities.
Thanks to the “Trump Rally”, US equities were the best place to be in 2016. They surged post election, driven up by the three B’s: banks, building (infrastructure related stocks) and (anticipated tax) breaks. There seems to be a general belief that Trump’s policies will be positive for GDP growth. Trump’s promises to lower taxes, reduce regulation on businesses and pump money into infrastructure projects brings a fresh start for equity investors in 2017. While it remains to be seen what policies he will push forward, a Trump presidency augurs well for investments in more US centric parts of the market. The post-election US stock rally has driven up biotech, pharmaceuticals and infrastructure stocks.
この記事は The PEAK Hong Kong の March 2017 版に掲載されています。
7 日間の Magzter GOLD 無料トライアルを開始して、何千もの厳選されたプレミアム ストーリー、9,000 以上の雑誌や新聞にアクセスしてください。
すでに購読者です ? サインイン
この記事は The PEAK Hong Kong の March 2017 版に掲載されています。
7 日間の Magzter GOLD 無料トライアルを開始して、何千もの厳選されたプレミアム ストーリー、9,000 以上の雑誌や新聞にアクセスしてください。
すでに購読者です? サインイン
Supercar Condos
This new property project is set to be the perfect spot for elite supercar owners to store and show off their rides.
New Gear
Lamborghini unveils an upgraded supercar that boasts breathtaking performance with open-air driving thrills.
Aquatic Timekeeper
As a nod to the futuristic glass bathysphere from The Abyss, this timepiece raises the bar for horological aesthetics by marrying abstract visual concepts with mechanical wonders.
A New Way To Do Business
Attracting and retaining a creative workforce is a perpetual challenge. The answer may lie in B Corps, a certification process that’s focused on the societal impact a company has.
Circular Opportunities
Why Hong Kong companies should start turning their waste into a supply source.
The Game Changer
After years spent residing in Spain, Paris and the US, Northacre CEO Niccolò Barattieri di San Pietro now has his eyes set on London. The forward-thinking property giant is aiming to restore the former glory back into historical developments in the British capital.
The Quiet Giant
Dr Jonathan Choi wears a lot of hats and sobriquets as he heads up low profile conglomerate Sunwah Group. But with a rising tide of interest in ASEAN and a pending free trade deal, the quiet days may get a little noiser.
The Boutique Experience in Mexico City
When it comes to Latin America, Mexico is Hong Kong’s second-largest trading partner and the biggest buyer of Hong Kong exports.
Discovering the Dark Side
Following a growth in the number of protected 'dark sky places' and stargazing travel destinations, all of which offer visitors increasingly luxurious ways to gaze in awe at the night sky, there has never been a more exciting time for astrotourism.
The Sparkle Makeover
From cars to yachts, here's what one pioneering outfitter is doing to add bling to big ticket items.
