There isn't a convincing setup to increase exposure to Asia markets now, says Lombard Odier

Outlook for Asian Markets #

The promises made by Trump on the campaign trail suggest a negative outlook for Asian markets. Investors are urged to exercise patience and wait to see what actually materializes before making any tactical allocations in their portfolios. The potential impact of these promises has injected uncertainty into the market. This close monitoring is crucial as actual policy implementations may differ from campaign rhetoric, potentially altering market dynamics significantly. Investors should remain attentive and discerning in their strategic decisions.