
Following Donald Trump's election victory, markets are showing mixed reactions, with Singapore shares emerging as early winners of the so-called 'Trump trade.' Investors are betting on the potential economic impacts of Trump's policies, which are expected to be introduced when he assumes office in January 2025. While some sectors, such as big banks, prison firms, and cryptocurrencies, have seen significant gains since early November, clean tech shares have declined sharply, reflecting concerns over Trump's stance on climate change. Overall, investors appear to be adapting to the future administration, balancing optimism with caution as they navigate the evolving market landscape.
Which sectors could benefit the most from Trump's election? • Shares in big banks, prison firms and crypto have jumped most since early Nov. • Clean tech shares are in free fall, reflecting Trump's global warming denial https://t.co/2fezDc2hVw
Les investisseurs s’adaptent à la future administration Trump Après l’euphorie et les craintes suscitées par la victoire du candidat républicain, les marchés semblent plus attentistes que jamais. https://t.co/3jAc2tzYaG
I think the risk off trade in Trump is hesitant long duration The trade going forward How does the bond market manage This risk It been a while since this market had advance notice Yet the market views it as theater I kinda like my odds here in the transition