US Election is near and there is a way for us to profit from it.


If you think Biden could win the election, you could invest in

•           Renewable energy sector
•           Infrastructure sector
•           Emerging market currencies and equities

If Joe Biden wins, we could expect the Democrats to push through stimulus package and spend more on green projects. Also, Democrats are more likely to embrace global trade, creating a favorable external environment for emerging countries.

If you think Trump will win the election, you could invest in

•           US Dollar
•           US Equities
•           Long Russia Rubble
•           Short the US Treasuries

Basically a replay of its past policy.