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The coming Trump Pitch

Weekly investor research

16 May 2016

Brazil’s institutions continue to deliver an orderly transition of power as Henrique Meirelles anchors acting President Michel Temer’s new economic team. China’s loans data is lumpy and the decline in loans largely balances out the sharp rise in the previous month. Philippines President-elect Duterte makes soothing sounds about economic policy. India’s Senate prepares to discuss the Insolvency and Bankruptcy bill. In the US, Trump’s voting intentions catch up with those of Hillary Clinton. The market has absolutely not priced a possible Trump victory – it is time to give it some thought.

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