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How to position your portfolio for the coming US elections

A potential change of US regime in favour of the Democrats can have a salubrious impact on the “equity risk premium” - as a more collaborative world would reduce risk.

July 14, 2020 / 09:25 AM IST
How to position your portfolio for the coming US elections

2 | Joe Biden wins South Carolina Primary, Feb. 29, 2020: After disappointing finishes in the Iowa caucuses and New Hampshire primary, Joe Biden’s presidential bid looked cooked. But his campaign aides asserted that things would turn around as soon as African Americans began voting in large numbers - and they were right. Biden blew the field away in South Carolina, causing several rivals to immediately drop out and setting the stage for a stunning run that sewed up the Democratic nomination in a matter of weeks.

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Quarterly performance largely backed by improved realisations
Medium-term triggers China plus and protectionist measures for tyre industry
Valuations not inexpensive; but improved medium-term outlook

Moneycontrol Research Sachin Pal and Anubhav Sahu Highlights - Street increasingly focused on US elections in November - Current polling data suggests shift in power to Democrats - Volatility could resurface closer to the event - Watch for sectors likely to gain from federal investment spending With the US presidential election approaching later this year, it is time for investors to examine the possible implications of a potential shift in power to the Democrats and maintain a prudent portfolio based on the likely election outcome. (image) Source:...

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