The US election could impact CEEMEA equities with potential changes in policies and relations
From Investing.com: 2024-10-12 06:00:15
JPMorgan discusses how the US election could impact Central and Eastern Europe, the Middle East and Africa, focusing on tariffs, the dollar, oil prices, and Ukraine. A Republican win could strengthen the dollar, hurting Emerging European and Turkish equities the most. Oil policies under each party could also have varying impacts on global oil prices. Biden’s administration has seen a rise in US energy production. Trump’s stance on Ukraine may accept Russia’s control, potentially straining US-Europe relations. Harris is likely to continue aid to Ukraine.
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