What Would a Trump Victory Mean for Investors?

What Would a Trump Victory Mean for Investors? By Victor Hill Letter to my American friends. The Donald will reach an accommodation with Russia. The alternative could be too awful to contemplate. This thought has momentous importance for investors – and indeed anyone who cares about the future. Now I know many readers may not like Donald Trump, and that he has offended people – women, Mexicans, Muslims, minorities of all kinds. And I admit that his programme, as sketched out in his acceptance of the Republican Party nomination in Cleveland on 21 July, was short on detail. (British understatement…) But there is one consistent theme of his campaign and of his thinking which I believe has been under-analysed in the media. Mr Trump is concerned that the USA has made an enemy of Russia at a time when we would benefit from their cooperation. Just as he realises that the political elites who control the West have become disconnected from the people that they are supposed to represent, he has also understood that the entire states system constructed after 1945 has reached the end of its useful life. Nothing lasts for ever; history moves on. But it is a brave man who actually calls for substantial change ... Click Here To Read The Full Story The Master Investor Market Report The FTSE 100 closed the day at 6,721.06, a decrease of 29.37 points. The FTSE 250 rose fell 13.58 points to finish at 17,252.33. The FTSE All Share dropped 12.82 points to finish at 3,651.13. The FTSE AIM All Share finished at 753.86, up by 2.63 points. Engine manufacturer Rolls-Royce (RR.) saw its shares climb 13.52% to 831p despite reporting pre-tax losses of £2.15 billion during the six months ended 30th June. Revenues beat forecasts with a fall of just 1% to 6.46 billion. The majority of the losses came from a £2.2 billion non-cash mark-to-market devaluation of the company's derivatives positions. The interim dividend will be cut from 9.27p in 2015 to 4.60p this year.    Download our July issue today! Click HERE to read. Estate agency Countrywide (CWD) also saw a rebound in its share price even after it reported that property markets had slowed after the Brexit vote. Pre-tax profits for the six months to 30th June plunged 25% to £21.8 million, but analysts had forecast an even worse showing. However, the company's increased debts and reduced guidance have led Numis to cut its target price from 416p to 286p. The shares closed at 263.20p, up 15.90p. Film studio Pinewood (PWS) reported that, as part of its previously announced strategic review, it has reached an agreement regarding a potential cash offer of 563.2p. If the offer is made, then the board intend to recommend it. Due diligence has been completed and the bidder, a subsidiary of a US-based property fund,  is currently waiting for confirmation of its financing. The shares dropped by 24.50p to 555.50p. Tomorrow's news today Foxtons (FOXT) and Essentra (ESNT) will release interim results. Quote of the day "Blessed is the man, who having nothing to say, abstains from giving wordy evidence of the fact." - George Eliot Latest Stories Chart of The Day: AstraZeneca By Zak Mir The US Dollar may have pulled back slightly after the latest FOMC meeting, but Dollar earners such as AstraZeneca seem to be rising whatever the greenback does... Click Here To Read The Full Story Is It Time to Jump on the Mining Bandwagon? By John Cornford The 'efficient market' theory held sway for quite a time in the '90s, and for some time afterwards. It held that share prices at all times reflect all that can be possibly known about all the factors that determine their value. When you think about it, that is a pretty sweeping assumption… Click Here To Read The Full Story Chart Of The Day: ITV By Zak Mir Mystery and the stock market may be two things that go hand in hand for some, but it is usually the case that we have a rational explanation both for sentiment and value… Click Here To Read The Full Story A Possible Brexit Bargain: Fidelity Special Values By Nick Sudbury The surprise result of the EU referendum created a lot of panic selling and although most of the Brexit bargains have now recovered there are still one or two opportunities to pick up a good long-term core portfolio holding at an attractive entry level… Click Here To Read The Full Story HSBC: A Brexit Beneficiary? By Robert Sutherland Smith HSBC (HSBA) at 492p: investors can now buy HSBC shares at half the price they were seven or eight years ago on a valuation which is a 33 per cent discount to net assets and on a dividend yield of over 7 per cent. That seems to discount a lot and leave room for long-term appreciation… Click Here To Read The Full Story Join the movement on social media: Copyright 2016 Master Investor Ltd, All rights reserved. You are receiving this email because you opted in at our website. If a Daily Bulletin is too frequent, why not opt in to our once weekly mailing list for a round up of the week's news straight to your inbox. Once Weekly Round-Up Our mailing address is: Suite 88, 22 Notting Hill Gate, London W11 3JE Master Investor is a trading name of Master Investor Limited. Material contained within Master Investor Magazine and its website is for general information purposes only and is not intended to be relied upon by individual readers in making (or refraining from making) any specific investment decisions. Master Investor Ltd does not accept any liability for any losses suffered by any user as a result of any such decision.

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