[討論]川普當選vs希拉蕊當選 基金投資策略!
若川普當選為美國總統
可以預期的是:黃金會大漲 美元貶值機會很大 油價就很難預料
而且美國聯準會(Fed)應該會延長低利率的時間
而美元相對於其他主要貨幣也會進一步走貶
川普可能會將能源政策重新平衡、轉向化石燃料,這可能
增加美國石油、煤炭的需求,但同時他也可能增加供給,因此
價格變化難以確定。
若希拉蕊當選為美國總統
可以預期的是:希拉蕊主張加稅
民主黨是凱恩斯學派的信徒,信奉大政府主義,主張擴大政府許
可權,主張擴張性財政政策和金融政策。
貨幣政策分歧:希拉蕊可能會延續寬鬆。
所以美國總統大選後值得投資的基金類型應該是....
新興市場基金 東協基金 拉丁美洲基金
以上只是個人淺見
請多指教
謝謝
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