Expected winners of Trump’s victory – Financials, oil, software, Eastern Europe banks, crypto

seekingalpha11-07

LPETTET Andrew Garthwaite, chief Global Equity strategist at UBS, listed in a note what he sees as potential winners in the wake of Former President Trump’s second presidential win. Here is his list: ...

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Here is his list: ...</p>\n\n<a href=\"https://seekingalpha.com/news/4256387-expected-winners-of-trumps-victory-financials-oil-software-eastern-europe-banks-crypto\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"TWM","symbol_name":"罗素2000指数两倍做空ETF","start_time":0,"source_url":"https://seekingalpha.com/news/4256387-expected-winners-of-trumps-victory-financials-oil-software-eastern-europe-banks-crypto","article_id":"2481912622","we_media_id":null,"thumbnails":["https://static.seekingalpha.com/cdn/s3/uploads/getty_images/621245738/image_621245738.jpg?io=getty-c-w750"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2481912622","pubTimestamp":1730913550,"columns":[],"sourceInfo":{"source_id":"seekingalpha_trending_news","name":"Seeking Alpha Trending News"},"weMediaInfo":null,"summary":"LPETTET Andrew Garthwaite, chief Global Equity strategist at UBS, listed in a note what he sees as potential winners in the wake of Former President Trump’s second presidential win. 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Here is his list:  U.S. financials (XLF) – “Higher bond yield helps life companies, higher rates help banks (KBE), (KBWB), (KRE), de-regulation helps M&A, potentially lighter capital requirements.”  Global and U.S. privately-owned oil and gas companies. “Trump extends the asset life of U.S. IOC (international oil companies); ESG (or environmental, social, and governance); Trump favors increasing the SPR (Strategic Petroleum Reserve) – the world's largest supply of emergency crude oil; Trump favors more drillings.” Software (XSW) vs. semiconductors (PSI), (USD), (SMH), (SOXX) since it has little exposure to China, unlike semis, which could have harsher controls on their exports. General Motors (GM), Ford (F) vs. German auto names such as BMW (OTCPK:BMWYY), Mercedes-Benz (OTCPK:MBGAF), and Volkswagen (OTCPK:VWAGY). “Trump is likely to come out with policies favoring both ICE (internal combustion engine) and higher tariffs on foreign production.” German autos have a bigger exposure China than their European peers. Eastern European banks such as OTP Bank (OTCPK:OTPGF), and Komercni Banka (OTCPK:KMERF). “In the event of the resolution of the war in the Ukraine, there is a rebuild estimated at $0.4-1T.” In addition, in response to a potential 60% tariff on China, “Europe likely raises tariffs to stop dumping… [leading] to China redirecting FDI to countries with limited local content rules, (such as Hungary).” U.S. crypto exchanges, such as Gemini Group (OTCPK:GMNI), Coinbase Global (COIN), Binance Coin (BNB-USD), and Robinhood Markets (HOOD). Value (IVE) vs. growth (SPYG) in U.S. equities, and 45% of value is energy (XLE), real estate (XLRE), industrial (XLI) and financials (XLF), “which benefit from looser regulation (and maybe tariffs).” The Russell 2000 (IWM) relative to the S&P (SPY) – according to UBS analysts – benefiting from looser regulation, and potentially from lower corporate taxes, and a stronger dollar. “The problem is that weaker growth and higher rates under Trump are ordinarily more problematic for Russell 2000.”","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"policyRegulatory","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.29.3","shortVersion":"4.29.3","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2481912622"}