After Trump's victory, what changes have the fortunes of billionaires undergone?
Elon Musk's position as the global richest person has been further solidified, while the wealth of other billionaires and entrepreneurs has declined.
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Jefferies Financial: Trump's return is bullish for growth stocks, with the top 10 having the greatest upside.
Jefferies financial strategists expect that Trump's re-election as president will encourage investors to continue pursuing growth stocks, suggesting that investors avoid value stocks.
Trump has promised to significantly reduce corporate taxes! Who are the potential big winners of the tax cuts?
JPMorgan pointed out that companies in the S&P 500 index with an actual tax rate greater than 15% and 80% of revenue coming from the USA are potential beneficiaries of Trump's tax cuts policy, mainly concentrated in the financial and industrial sectors, followed by essential consumer, optional consumer, and medical care sectors.
JPMorgan: It is recommended to include gold and infrastructure stocks in investments.
jpmorgan expects that the growth prospects of usa in 2025 will remain strong, but still recommends strengthening portfolio resilience by increasing shareholding in these two assets.
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The usa 'Black Friday' is here! How should investors position themselves for the usa stock market? These companies are expected to become 'big winners'.
Truist data shows that over the past decade, the performance of the retail trade during 'Black Friday' has typically outperformed the S&P 500 index.
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