Key points
> Donald Trump’s election as President of the United States risks ushering in a period of policy uncertainty which could cause further share market weakness in the short term.
> Australia and Asia generally are particularly exposed to this given the high trade exposure regionally.
> Trump’s victory is a negative for “risk assets” like shares and the $A in the short term – but if he becomes more pragmatic as President, any short term weakness will provide a buying opportunity.
Introduction
After a ...
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