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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.