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The Stocks That Will Make the Most of Modi, Trump Effects - Views on News from Equitymaster
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  • Nov 9, 2016 - The Stocks That Will Make the Most of Modi, Trump Effects

The Stocks That Will Make the Most of Modi, Trump Effects
Nov 9, 2016

What an eventful day it was.

Trump's presidential campaign was labelled a joke. His victory today is a reflection of human biases and their inability to think clearly in times of crisis.

Not that US had much of a choice. As Jim Rogers states:

If Mr Trump wins, it will lead to bankruptcy and probably war. If Ms Clinton wins, it will be bankruptcy and war will probably take a little longer.

In our view, the US chose greater of the two evils. Trump's victory is perceived negative for emerging economies, including India.

But it is the positive events unfolding in the Indian economy that we believe will be more relevant for the Indian economy.

Just when the entire world was watching the finale episode of US Election drama, Modi played a masterstroke. The ban of Rs 1000 and Rs 500 notes may cause some to panic, but it could channel more money to equity asset class in the long term. Fundamentally, the move is positive for the businesses in the organized sector.

A lot is going on at the macroeconomic front. Long term affects aside; risk averse markets may witness volatility in the short term. Small cap stocks are likely to swing the most in tune with the market moods. And any short term correction is likely to offer great buying opportunities in the Phase One universe.

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