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Trump's Comeback: Sweeping Victory, Harris Concedes but Promises “Fight”

Donald Trump has reclaimed the White House after a divisive campaign that defied polls and criminal charges. Kamala Harris conceded but vowed to continue her "fight for freedom and dignity." Trump’s win represents a strong shift in voter sentiment, with Americans prioritizing economic and border security concerns. Harris consoled her supporters, calling for resilience while refusing to align with Trump’s vision. Biden plans to address the nation on Thursday. Trump, along with Vice President-elect JD Vance, aims to take office on January 20 with promises of sweeping changes, including firing civil servants he deems disloyal and possibly replacing regulatory heads. He has tapped prominent figures, such as Elon Musk and Robert F. Kennedy Jr., for administration roles. Trump's Electoral College win was bolstered by strong support across at least five battleground states. His victory also secured a Republican majority in both the Senate and House , easing the way for h
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Trump’s Tariff Threat Drives Investors Toward India, Japan Stocks


Donald Trump’s election victory has shifted investor interest to India and Japan due to concerns over potential tariffs on Chinese goods, which could reach up to 60%.

Morgan Stanley has reiterated its preference for India and Japan stocks over China, as India is seen as a manufacturing alternative with a domestic-driven economy, offering relative immunity to global risks. Meanwhile, Japanese stocks stand to gain from higher U.S. interest rates, which may weaken the yen and benefit Japan’s exporters.

Supply chain shifts away from China also support investment in India, Japan, and Southeast Asia, according to veteran investor Mark Mobius, who noted that India has the labor force to match China’s.

Following the election, the MSCI Japan and MSCI India indexes rose over 1.5%, while MSCI China dropped more than 2%. Analysts expect ongoing pressure on Chinese stocks if Beijing’s stimulus efforts fall short, potentially increasing investments in Japan.

However, Societe Generale maintains a positive view on China, expecting continued policy support for its equities. Despite short-term gains, India and Japan face challenges of their own: India is dealing with a post-pandemic slowdown, and Japan is navigating currency volatility.

The “Trump trade” may bring immediate foreign flows to India, though maintaining that momentum could be challenging, according to Emkay Global.

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