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Why Trump could be good for Asian Equities

There are three possible scenarios why the changing landscape in 2017 in the Trump era may turn out to be actually good for these stocks.

RETURN OF RUSSIA: Asian equities in the dairy space whose prices have been falling in the past few years may actually rise, when the dairy market rebalances with the return of Russia to world trade as an anticipated result of the Trump policy.

'AMERICA First' is the message front and centre of the inauguration speech of the newly-appointed President Trump. Within the first day of taking office, Mr Trump promptly issued an executive order to withdraw US from the multi-year negotiated Trans-Pacific Partnership. This setback appears to...

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