
Trump 2.0: A Silver Lining for Asian Markets?
Rakuten Trade anticipates another volatile year for foreign fund movements, largely dictated by the extent of Trump’s policy decisions.

Rakuten Trade anticipates another volatile year for foreign fund movements, largely dictated by the extent of Trump’s policy decisions.

Sentiment may improve today following Wall Street’s rebound, though gains could be limited by ongoing uncertainties.

Investors are cautious ahead of the US inflation report, which could influence the Federal Reserve’s next move.

Short-lived gains expected: The index faces stiff resistance at 1,570, with recovery likely tempered by profit-taking and foreign fund outflows. Compromise Market drivers: Optimism…

A shift of funds from US equities to Asian markets is expected due to a better risk/reward ratio. The index is anticipated to trade…

Selling could be tied to uncertainty around Trump’s return on Jan 20

Looking into 2025, heightened market volatility is anticipated, driven by uncertainties surrounding geopolitical risks, Trump’s second term, and the Federal Reserve’s interest rate trajectory.

The Dow fell 1.0%, the S&P 500 declined 1.1%, and the Nasdaq dropped 1.2%.

As such, we anticipate the benchmark index to hover within the 1,630- 1,640 range today,” says Rakuten Trade

Tech titans soared in 2024 with Nvidia, Meta, TSMC leading. AI, semiconductors fueled gains, Amazon, Google also advanced.

However, despite a Santa Claus rally, uncertainties remain for 2025 due to tighter global financial conditions, higher interest rates, and a stronger US dollar.

The technology sector may see gains, reflecting Nasdaq's recent positive performance. Additionally, the removal of the 85% demand capacity cap under the SelCo programme

Lower trading activity is expected, especially in lower-liner stocks, while foreign funds may continue selling due to a stronger USD prompted by slower US…

Funds are likely to continue rotating into smaller-cap stocks. Investors are expected to trade cautiously ahead of the US CPI data, which could provide…

Wall Street rose as investors await tight election results, with U.S. 10-year yield dipping ahead of Fed’s decision.

Markets may trade cautiously as investors await the U.S. election outcome, a potential FED rate cut, and stable Malaysian OPR.