China equity strategy comments-Trump win:a blessing in disguise for China?

On 9 November 2016 (HKT), Donald Trump won the US presidentialelection. Trump’s inauguration speech is on 20 January 2017. Investorsstarted positioning for the rising odds of a Trump win over the past week ortwo. But more recent sell-offs indicate continued unease and digestionissues over such an outcome. We note below multiple factors to ponder onwhat is likely to be a bumpy ride over the next several years.