If you believe Donald Trump is going to take the White House after the November presidential election, you may want to short Mexican assets; that’s according to a new research note out from HSBC today which explores the Trump--Mexico relationship.
Sell Mexico to profit from Trump presidency
HSBC’s Senior emerging markets FX strategists, David Duong, CFA, Daragh Maher and Clyde Wardle are the authors of the note, which approaches the Trump—Mexico by using the widening in CDS spreads as a proxy for the sensitivity of Mexican risk assets to US electoral developments.

