- Trump will run US like a business
- Pro-business policy
- US companies bring jobs back
- Foreign companies bring operations in
- demand for office space increase
- demand for lien and mortgage will increase
- banks and REITs will outperform
- China bought debt of Philippines and Thailand
- China will need cheap imports as it shifts focus to domestic market economy
- Foreign trade is still denominated in USD
- Rising USD will inhibit China economic growth