How to Factor Donald Trump Into Investment Choices

The video discusses the impact of trade deals on S&P 500 companies, highlighting the risks associated with Trump's policies. It explores investment strategies in the Trump era, emphasizing local investments and the financials index. The analysis of emerging markets focuses on commodity exporters, global traders, and genuine emerging markets like India and Indonesia. The video also covers currency trends and risk tolerance in investments, suggesting specific strategies for different markets.

What is a key reason investors are cautious about the S&P 500?

• Low dividend yields

• Lack of technology companies

• Potential risks from trade deals and Trump's policies

• High exposure to local markets

Which index is suggested for investors looking for local business exposure?

• Dow Jones

• FTSE 100

• Nasdaq

• Russell 2000

Which countries are considered great investments due to their commodity exports?

• Mexico and Canada

• China and Taiwan

• Brazil, South Africa, and Russia

• India and Indonesia

What is a characteristic of genuine emerging markets like India and Indonesia?

• High inflation rates

• Strong competition with US industries

• Young demographics and solid politics

• High dependency on oil exports

What is a suggested investment strategy for emerging markets?

• Invest in specific companies and local themes

• Focus on major indices only

• Avoid all emerging markets

• Invest solely in technology sectors