Stateside Perspective: Investors cheer a Trade deal but there could be trouble ahead


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Since the summer, trading has been largely driven by negative reaction to growing evidence of a global slowdown. First the fears were centred in China and the broader emerging market (EM) universe. Then, following the release of a disappointing September employment report, investors started to grow anxious that the slowdown in EM would infect the…


I expect it will take some time, measured in years before the trade starts to flow and people start to make money from it but it is maybe a signal to start investing more in some of these countries who will benefit such as Vietnam - there are a few investment trusts and funds here. Maybe one to consider, high risk for sure but if you have the stomach for it, could be high reward.