By Ankit Shah – Vivek Kaul’s Inner Circle (India) –
The verdict is out. Donald Trump is going to be the president of the largest economic and military power in the world. Are you shocked that Americans voted for Trump?
Merryn Somerset Webb from Moneyweek, London aptly explains Trumps victory in a single sentence: Think of it less as a vote for Trump than as a vote against a system you don’t approve of.
As I promised last week, today’s Inner Circle is all about how Trump’s policies are going to impact the world of money.
From our research desk in Mumbai, Rahul Shah (Research Analyst) analyses some of Trump’s proposals in relation to trade, regulations, taxation, infrastructure, immigration, government spending…and what these could mean for India.
Then we have Kim Iskyan from Truewealth Publishing, Singapore to examine what Trump means for Asia, particularly China.
As per Kim, If Donald Trump follows through on everything he’s said – it would hurt Asia.
Thereafter, Chris Lowe from Bonners & Partners, USA, takes us through the biggest and the most urgent trend that’s panning out in the global bond market…
It looks as though we will soon see the end of the 35-year bull market in bonds.What does that imply? And what does Trump mean for inflation, interest rates and the global bond market?
These emerging global trends are going to impact the Indian economy and stock markets in many direct and indirect ways. It’s something you simply can’t ignore. Read on for this week’s full issue… and please send us your feedback. Tell us what you like – and what we should change.
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