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Analysis How South Korean investors can Trump-proof their portfolios this electionASEAN ties, energy diversity and defensive assets are key to shielding investments from US policy changes With the U.S. presidential race tightening, South Korean investors may face currency volatility, trade barriers and sectoral disruptions if Donal Trump returns to office, threatening key asset classes and industries that have thrived in recent years. By focusing on diversified assets, stable markets and resilient sectors, investors can prepare to protect their portfolios from anticipated changes should Trump be re-elected for a second term. CURRENCY AND TRADE RISKS The Korean won has shown increased volatility against the U.S. dollar, losing nearly 80 won in the past month alone and trading close to 1,390 won to the dollar. Analysts project © Korea Risk Group. All rights reserved. |





