After the Trump trade, what's next to watch?
Update: 2024-11-09
Description
With Trump elected as the next U.S. president and both houses of Congress controlled by Republicans, this marks a period of full Republican governance. As the initial "Trump trade" winds down, our focus shifts to the post-inauguration period, specifically the 100-day "honeymoon phase." We expect small-cap stocks to gradually gain momentum during this time and recommend increasing exposure from 15-20% to 30%.
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