Who expects Trump to win, and what is the core Trump deal?

Although the current polls show that Trump is slightly ahead, this does not mean that he and the Republican Party have already won. The election situation in the United States is complex and changeable, especially with such a small gap between Trump and Harris, either party may still be able to turn the situation around through efforts, and both parties are doing their best to win the support of voters.

At the same time, the international community is also paying close attention to the US election. Different countries have different attitudes. For example, the Hungarian Foreign Minister has publicly expressed his wish for Trump to be re-elected. Some countries hope to maintain the status quo with the Biden administration, while others hope to see Trump's return.

Let's analyze Trump's policies first

Trump is an anti-system, anti-establishment, and politically marginal person from outside the system.

The core issue that Trump is concerned about is not foreign policy, but enemies from within the United States. Trump is a highly realist and he will never be an idealist.

The core issue of the Trump administration is to allow the American people to rest and recuperate and avoid being involved in conflicts and wars in the outside world. International geopolitical issues are not the core issues of the Trump administration.

So he has publicly promised many times that he will solve the Middle East crisis and the war between Ukraine and Russia after he takes office.

Who wants Trump to return? Russia or China?

If Trump is elected, the Trump administration will extend an olive branch to Putin, which is the best choice for Putin and a once-in-a-lifetime opportunity to get out of the Ukrainian war. The only choice for Russia to avoid the century-long fate of being isolated by the world is to return to the West, which is also very likely to be a choice that Trump and Putin hit it off.

Of course, the US-China relationship is also a focus in the US election. The alliance with Russia to resist China is an established and unfinished strategy of Trump's first administration, but if Trump wins the election, China will face a more relaxed international environment than during the Biden administration.

Trump is the one who will fulfill his promises to his basic supporters. He is more interested in getting more benefits and benefits from US-China trade to give back to his basic supporters.

For example, Trump once called on Chinese car companies to build factories in the United States, hoping to increase US employment and boost the economy, thereby increasing his campaign support rate.

In recent years, China's entities have experienced serious crises, all caused by the escalation of the US-China trade war to a financial war. If China wants to find new breakthroughs and development space in the global economic and technological layout, it must seize the time window to adjust its economic structure. So I think China hopes that Trump will look back.

Of course, no one knows what the three parties of the United States, Russia and China want to get, so the change in the international geopolitical strategic pattern is a matter of a thought among the leaders of major countries.

Conclusion: From Trump's previous governing policies to his campaign platform, one sentence is America First!

Competition between major powers is essentially a competition for the future. Trump will ensure that the United States always stays ahead in future international competition by strengthening the global dominance of science and technology, military and the US dollar.

So we can look for investment opportunities from artificial intelligence, technology, military, and the status of the US dollar (decentralization and US dollar binding). This is the investment logic. Of course, the direct benefit is DJT