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| 28 February, 2021, 09:07 AM IST | E-Paper
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    Jim Rogers on how market will react to Trump or Biden win

    Jim Rogers on how market will react to Trump or Biden win

    If Trump wins, history shows the market is going to go up. If the challenger wins, it is less likely to go up.

    Global investors keep powder dry as U.S. election gets tight

    Global investors keep powder dry as U.S. election gets tight

    President Donald Trump holds a narrow lead in the battleground state of Florida, keeping open a path to the White House, which has upended expectations of a Joe Biden landslide.

    Biden leading the US presidential race: What it means for D-Street?

    Biden leading the US presidential race: What it means for D-Street?

    Rupal Bhansali of Ariel Investments said markets might have already priced in a Biden victory.

    There’s no Blue Wave, it is advantage Trump all the way

    There’s no Blue Wave, it is advantage Trump all the way

    ‘At this point of time Mr Trump seems to have done very well in states which were a must win for Mr Biden.’

    Investors bet U.S. stock swings will calm down after Election Day

    Investors bet U.S. stock swings will calm down after Election Day

    The Cboe Volatility Index, Wall Street's "fear gauge," declined as the S&P 500 climbed nearly 2% in part on anticipation of a clear presidential election outcome.

    Wall Street gains at open on Biden victory bets

    Wall Street gains at open on Biden victory bets

    Democrat Joe Biden's lead over Republican President Donald Trump in national opinion polls has raised expectations for a decisive outcome and a post-election stimulus package that would make good on Biden's promises of infrastructure spending.

    With Biden bets and Trump hedges, investors prepare for US Election Day

    With Biden bets and Trump hedges, investors prepare for US Election Day

    Investors could confront dramatically different paths for the country on taxes, government spending, trade and regulation depending on who wins the White House, the Republican Trump or Democratic former Vice President Joe Biden.

    Should we worry about the US election outcome? Deepak Jasani explains

    Should we worry about the US election outcome? Deepak Jasani explains

    'Post the US elections and before the calendar year-end, we expect some corrections in equities globally which may provide an attractive entry point for investors.'

    Clarity over US vote outcome key to risk-on trade in stocks

    Clarity over US vote outcome key to risk-on trade in stocks

    Analysts said the market is jittery that a second wave of Covid-19 cases in the US and Europe may bring back lockdowns. On the other hand, a decisive election outcome may pave the way for the much-delayed US stimulus that may support the economy and equity markets in general, they said.

    How the virus curve and US election might impact rupee this month

    How the virus curve and US election might impact rupee this month

    The ECB kept rates and asset purchases unchanged, but stands ready to do more, if required, through any of the available tools at its disposal.

    What history tells us about Sensex movement and US election

    What history tells us about Sensex movement and US election

    In the 2012 election, S&P500 fell 1.89 per cent in one month to election and another 1.01 per cent in the month that followed, even as Democrat nominee Barack Obama got re-elected after defeating Republican Mitt Romney.

    Europe’s bond investors win no matter who takes the White House

    Europe’s bond investors win no matter who takes the White House

    The prospect of a Democratic clean sweep on Nov. 3 has steepened the U.S. yield curve to such an extent that holding 30-year Treasuries hedged for swings in the euro is at the most attractive level in five years, relative to equivalent German securities.

    Long and wrong? The election wild cards that may stump investors

    Long and wrong? The election wild cards that may stump investors

    Will a Joe Biden victory trigger an equities rally if the Senate remains Republican? Can Big Tech repeat its 273% ascent under President Donald Trump?

    US election: Market’s collective wisdom is often dead wrong

    US election: Market’s collective wisdom is often dead wrong

    ​And yet, for some investing veterans, there’s a nagging concern that this view is a little optimistic, that some of the things that have made Biden an attractive candidate for voters craving change could make for a rougher ride in markets.

    Asia stocks pitched as a safe haven from volatile US Election

    Asia stocks pitched as a safe haven from volatile US Election

    The MSCI Asia Pacific Index has beaten the MSCI All-Country World Index by the most since 2008, thanks to a rally in Chinese technology stocks such as Tencent Holdings Ltd. and Alibaba Group Holding Ltd.

    Big tech stocks may face post-election headwinds, no matter who wins

    Big tech stocks may face post-election headwinds, no matter who wins

    Betting against big technology has been a risky proposition over the last decade, as stocks like Amazon, Google and Netflix have shot higher at the expense of so-called value and cyclical stocks such as banks and energy companies.

    Goldman money funds' liquidity buffer swells before US election

    Goldman money funds' liquidity buffer swells before US election

    The funds' weekly liquidity - a barometer of how quickly investments can convert to cash in a week - rose to 85% of total assets this week, according to disclosures by the bank.

    Yale’s Stephen Roach on what a change of political leadership will mean for US

    Yale’s Stephen Roach on what a change of political leadership will mean for US

    The philosophy of the US judicial systems, the law of government versus markets in guiding the economy, social issues, racial issues are all at stake in this election right now, says Stephen Roach

    Sweeping victory? Biden could get more than 350 electoral college votes

    Sweeping victory? Biden could get more than 350 electoral college votes

    Traditionally Republicans have been better for India, but in Trump’s case, the Democrats and Biden may turn out to be a better bet, says Swaminathan Aiyar.

    Stock winners and losers in India from US vote: Election guide

    Stock winners and losers in India from US vote: Election guide

    A UBS analysis of the potential impact on a dozen of the region’s biggest markets put India as a winner in each of their three chosen scenarios: a Biden and Democrat sweep, a Biden victory and divided Congress, and a status quo Trump victory.

    US outlook dims; economists say Democratic sweep best for revival

    US outlook dims; economists say Democratic sweep best for revival

    Nearly two-thirds of 58 economists who responded to an additional question in the Oct 16-26 poll said there was a high risk that the U.S. economic rebound could be halted by the surge in coronavirus cases, including five who said it was very high.

    Stay focused on earnings, US election has little effect on Indian market

    Stay focused on earnings, US election has little effect on Indian market

    The US election event is very big but other than a little bit of volatility, In India, people will keep focussing on what is happening in terms of flows and earnings, says Hemang Jani.

    Stimulus hopes put on hold until after election as senate leaves

    Stimulus hopes put on hold until after election as senate leaves

    “We’ll come back in November. The question might be, will there be something then?” Senate Appropriations Chairman Richard Shelby, an Alabama Republican, said Monday. The chances of a coronavirus relief bill before Nov. 3 are “very, very slim,” he added, referring to Election Day.

    'Orderly' Trump win most favourable outcome for equities: JPMorgan

    'Orderly' Trump win most favourable outcome for equities: JPMorgan

    A clean sweep by Democrats would be "mostly neutral" for markets, JPM said in a note received on Monday, adding: "We see an 'orderly' Trump victory as the most favourable outcome for equities."

    Risks abound for emerging markets in final week before US vote

    Risks abound for emerging markets in final week before US vote

    Caution is likely to be the watchword for investors, with the Nov. 3 vote set to reveal not just whether Joe Biden’s opinion-poll lead over Donald Trump will propel him to victory, but also determine the fate of the much-anticipated U.S. stimulus package. And there’s always the risk of a contested result.

    Biden's capital gains tax plan fixes nothing

    Biden's capital gains tax plan fixes nothing

    The capital gains tax rate has historically been lower than taxes on ordinary income, which is the taxes paid on salary or business income. Wealthy people pay a disproportionate amount of these taxes, because they are more likely to hold financial assets such as stocks, bonds and real estate.

    A Wall Street guide to trading Europe ahead of US election

    A Wall Street guide to trading Europe ahead of US election

    Treasury yields surged this week as traders started pricing in a resounding Democrat victory that all but removes the risk of a disputed vote and the volatility that would come with it. It may also spare the world from another wave of protectionist U.S. policy, which would boost the euro.

    Donald Trump and Joe Biden are running neck and neck now

    Donald Trump and Joe Biden are running neck and neck now

    In US election, it all boils down to whether voters want taxes to go up or not, says Santosh Rao

    Barclays sees VIX plunging to pre-Covid level in clear Biden win

    Barclays sees VIX plunging to pre-Covid level in clear Biden win

    The November VIX future, which expires two weeks after the vote, is trading at 29, around current levels of the spot index. A level of 30 implies the S&P 500 Index will move around 9 per cent over the next 30 days, according to analytics service SpotGamma.

    As election uncertainty sweeps markets, the pros hold steady

    As election uncertainty sweeps markets, the pros hold steady

    ``The election is kind of noise in the short term,`` said Kari Montanus, senior portfolio manager at Columbia Threadneedle Investments. ``It doesn't mean you dismiss it completely,'' but she said she doesn't want ``to try to position or make a bet on different outcomes.''

    Why India may have strategic repercussions if Trump loses election

    Why India may have strategic repercussions if Trump loses election

    If you have invested in the US market, hedge it. In the Indian market, focus on export sectors which have done well for the time being, says Ajay Srivastava

    Asia’s money managers buy gold, china stocks to hedge US election

    Asia’s money managers buy gold, china stocks to hedge US election

    Chinese equities feature high in some recommendations on expectations the vote will have a limited impact on Asian assets, while derivatives that protect against a market slide are also listed among the strategies.

    Value stocks could shine after US election, no matter who wins

    Value stocks could shine after US election, no matter who wins

    Policy changes from new administrations brought on the biggest market reshuffles, he said. If Democrat Joe Biden wins and his party gains control of the Senate, “we should see a significant amount of rotation in the market,” he added.

    Investors turn skeptical of US Democrat ‘Blue Wave’ victory

    Investors turn skeptical of US Democrat ‘Blue Wave’ victory

    When Democrat Joe Biden’s poll numbers increased, numerous strategists started talking about the idea of a “Blue Wave,” where his party would retain control of the House and win the Senate. That prospect could be favorable to markets as a Biden presidency is seen adding to the odds of a fresh round of fiscal stimulus.

    Should one buy or avoid IT stocks going into US elections?

    Should one buy or avoid IT stocks going into US elections?

    Earnings trajectory for IT companies is going to continue upwards over the next two to three years and definitely for the next two to four quarters, says Anshul Saigal.

    BofA survey shows investors braced for contested US election

    BofA survey shows investors braced for contested US election

    BofA’s poll signals that investors remain on edge ahead of the Nov. 3 election and fear a delayed outcome as the Trump campaign continues to raise questions about the legitimacy of mail-in ballots.

    Will Joe Biden be good for the markets or a Trump re-election? In a sense, markets do not care much who the president is. Yes, Trump has been in some way favourable to Wall Street because of the tax cuts he delivered. There are fears that a Biden win may revert those benefits. While President Trump continues to claim that a Biden victory will cause “stocks to crash like you’ve never seen before,” market veterans point out to similar predictions about Trump’s own win in 2016, and that of Barack Obama years before. Under both, stocks climbed, and Wall Street did fine. Yet, possible policy change is not what is giving markets nightmares this election season. What is, is the fear of a close verdict with no clear winner and neither side ready to accept the outcome. Markets and big corporates like stability. The 2000 George W. Bush vs Al Gore drama is all too fresh on the minds of investors, who had seen the ripples on the market for weeks. Trade war is an issue, and some say a regime change might ease the situation, something markets would like. The dollar has been in the doldrums, and there are projections that it might rebound if Biden takes the reins, as a little dovish administration is what the US needs to take the pressure off its external trade. Which is why this election has drawn extra attention from markets. As investors worldwide count down to the Voting Day in the US, we bring you the changing pulse from every part of the markets.
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