menu_open Columnists
We use cookies to provide some features and experiences in QOSHE

More information  .  Close

Four investment themes under Trump

9 1
20.01.2025

As we begin the year, global investors are facing many uncertainties in a world grappling with military conflicts, polarized politics and economic uncertainty. However, perhaps the most talked about risk is the incoming president of the United States. Among all the speculations regarding his second term, I propose four trends for investors to consider for the coming year.

First, Trumpism will endure beyond U.S. President Donald Trump. In other words, the lesson from Team Trump's latest election victory is that the political movement stems not from Trump as an individual, but from what he represents. The world assumed Trump's first term was a pure freakish accident never to be repeated. But Trump has made the unlikeliest of comebacks — and with an even bigger support base than the first time. Trumpism, to everyone's surprise, has turned out to be more potent than the personality that sparked the movement. It is also a mistake to think Trumpism is isolated to the U.S. A rise in nationalism and populist leaders is unmistakably spreading around the world; the popularity of strongman leadership seems infectious, as evidenced by recent events in South Korea.

Institutions established during the peak of the globalization era now face their toughest existential challenge. During his first term, Trump attacked institutions like the World Trade Organization, the Paris Accords, the North American Free Trade Agreement and the Trans-Pacific Partnership. After facing setbacks in achieving his goals, Trump is now aiming for even bigger targets. He may target larger institutions, not only as........

© The Korea Times