全球重磅机构发声-中国市场被低估

摘要 What are the implications of a potential Trump 2.0 presidency for the US equity market and the dollar? How does this level of uncertainty compare with Trump's first term? Markets tend to overreact both positively and negatively. The initial positive reaction was due in part to Republicans being seen as more market-friendly compared to Democrats. However, there are likely bumps ahead if trade sanctions persist longer than expected or if interest rates remain high for an extended period due to economic unc ...