特朗普上台对新兴市场的影响

What Do the U.S. Elections Mean for Emerging Markets?

特朗普当选美国总统,其贸易保护主义倾向及美国通胀上升令新兴市场感到极度恐慌。投资人应该对市场环境变化时刻保持敏锐,并基于美国货币、贸易和财政政策的潜在组合来适时调整对新型市场的投资策略。

Differentiation within the emerging markets asset class should persist, and the winners and losers may vary dramatically depending on which of the potential combinations of U.S. monetary, trade and fiscal policy play out. One thing seems certain: Investors will need to be agile to manage the trickier backdrop.