Are Markets Unprepared for a Donald Trump Victory?

The transcript discusses the market's unpreparedness for potential election outcomes, drawing parallels with Brexit. It explores the impact of a Trump victory on the dollar and precious metals, and the potential for a Fed rate hike. The discussion also covers emerging market valuations, China's market policies, and portfolio strategies assuming a Clinton administration.

What is the current valuation of U.S. equities compared to emerging markets?

What are the potential outcomes for the China mainland equity market based on the text?

How does the speaker view the future of commodities and emerging market equities?