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How to play the Trump stock market rally

Value-minded investors think it may be time to start looking for bargains in areas of the market that have been left behind.

Since the Nov 8 election, the dollar has surged 4 per cent against a basket of other currencies. A strong dollar not only reduces the value of gains Americans enjoy on overseas investments, but it also serves as a headwind to domestic firms as a strengthening currency makes their goods more expensive to foreign buyers.

IN the four weeks since Donald Trump was elected president, many stocks have soared and the market's winners have been clustered around a specific theme: an inflating economy.

Investors have concluded that at least in the short run, many of Mr Trump's policies, including increased...