China equity strategy comments-Trump win:a blessing in disguise for China?
类型：投资策略 机构：野村国际(香港)有限公司 研究员：野村国际(香港)研究所 日期：2016-11-16
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On 9 November 2016 (HKT), Donald Trump won the US presidentialelection. Trump’s inauguration speech is on 20 January 2017. Investorsstarted positioning for the rising odds of a Trump win over the past week ortwo. But more recent sell-offs indicate continued unease and digestionissues over such an outcome. We note below multiple factors to ponder onwhat is likely to be a bumpy ride over the next several years.
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