Asian nations are wondering “with a little trepidation” if Donald Trump will deliver on his campaign promises. There is talk of direct confrontation in the South China Sea, but more to the point are trade and geopolitical concerns, an HSBC analysis observes. That is the dramatic downside. But there is a wide distributions of returns, as the upside – Trump takes “a more pragmatic turn” – could significantly benefit the region. The uncertainty is perhaps a parable for many situations in what appears an adjusting to an increasingly unclear world order.
HSBC: Watchout Asia, Donald Trump Might Get What He Wants… And You May Not Like It
Mark Melin
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Mark Melin is an alternative investment practitioner whose specialty is recognizing the impact of beta market environment on a technical trading strategy. A portfolio and industry consultant, wrote or edited three books including High Performance Managed Futures (Wiley 2010) and The Chicago Board of Trade’s Handbook of Futures and Options (McGraw-Hill 2008) and taught a course at Northwestern University's executive education program.

