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US election implications for emerging markets: down but not out?

Trump's policies will affect how much headwind EM economies face.

To gauge the direction of Mr Trump's trade and immigration policies, it will be important to watch key appointments in the coming weeks, such as Treasury Secretary, Secretary of Commerce and Secretary of Homeland Security.

EMERGING market (EM) assets have suffered in the wake of Donald Trump's victory in the US presidential election and the Republican sweep of Congress. Investors should remember that there is still much uncertainty around Mr Trump's policies and thus should not overreact until there is more...

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