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Investor repositioning under Trump – the big questionsHere are the key questions we are asking at FT Markets ahead of the first full week's trading after the US election – with the overarching theme being the repositioning across portfolios for president-elect Donald Trump's transition into power.A: The prospect of a faster-growing US economy is usually good news for emerging markets. When it comes with the risk of trade protectionism and a much stronger US dollar, it's not so surprising that emerging markets investors are heading for the week with the first two-week outflow from the equities since June. All this came as Mexico's peso weakened past 21 to the dollar and touched a record low on Friday, when JPMorgan's emerging markets currency index suffered its worst week in three years.Given the rampant search for yield this summer that heavily targeted emerging markets assets, there is a very clear risk that the selling intensifies.
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