No matter who wins, a conclusion or what seems to be a conclusion soon today = risk-on for EM Asia.
https://twitter.com/Trinhnomics/status/1324171175484743681
The second reason is the fact that it is likely a divided Congress, which is considered good because a balance of power = less chance of extreme change of policy, is considered good by markets.
People say that I have changed my views. Actually no, wrote a note on this before the election on the impact on Asia & that is what I have told clients.
๐ค
๐ค
"For Asia, on the portfolio side, the conclusion of the election, especially if decisive, should herald a risk-on environment, which should help with emerging Asia risk assets that have been shunned due to uncertainty of the election."
Sincerely,
@Trinhnomics ๐๐ป
Sincerely,
@Trinhnomics ๐๐ป
โข โข โข
Missing some Tweet in this thread? You can try to
force a refresh
ใ
