Uncertainty will be a multi-year event, which will clearly benefit the U.S. from rates to risk assets (except for financials), as the U.S. will benefit from capital flows. Gregory Peters More Quotes by Gregory Peters More Quotes From Gregory Peters It's easy to forecast a more bullish outlook for India. But then you layer on climate and it's a very different thing, climate will ultimately be the driver. Gregory Peters environment I think it is a bullish U.S. asset story period, if this thing does happen, i think it will be a great buying opportunity for U.S. assets, from Treasuries to high-yield' junk' bonds. It may not be an immediate response of a U.S. rally, but I do believe it will be a buying opportunity which will unfold in the medium/long term. Gregory Peters top-news I would imagine that investors would look for certain financial reforms in order to dive in, a consistent application of the rule of law is paramount. ... Not sure China is quite there yet. Gregory Peters business
