Trump elected President

Please find attached an article from Shane Oliver which outlines his views on the implications for investors of Donald Trump being elected President of the US.

Key points raised are:

  • Donald Trump's election risks ushering in a period of policy uncertainty which could cause further share market weakness in the short term.
  • Australian and Asia generally are particularly exposed to this given the high trade exposure regionally.
  • Trump's victory is a negative for risk assets like shares and the Australian dollar in the short term - but if he becomes more pragmatic as President, any short term weakness will provide a buying opportunity.