Lots of companies talking about investing jobs in the US, tax cuts coming, possible relations with Russia improving, possible energy imports from Russia to dampen the Middle East market...etc.
I'm thinking of trying to figure out who would be at the forefront of the Russia/US energy trade that could happen under this administration. Exxon maybe due to Chief of Staff, but that would scream "insider trading", so who else?
Trump'd up Trickle Down Economics.
I dunno, I think China will crash. The entire lack of IP protection is wearing down on them...there is no incentive to innovate because if you create the new product XYZ, the guy down the street will create XYZa. There is a constant theme of "export X number of millions in something like steel, that actually isn't what the customer wanted, then just create a new company and re-do the same thing". I'm hoping nations will wise up to this and kill that toxic fucking market.
I don't see the lack of IP protection hurting China much. Consumer devices (commonly claimed to be innovative) have little IP protection beyond design patents and code copyrights, both of which are trivially avoided. It has always been the case that a new type of mp3 player can be easily "ripped off" legally.
Tesla is doing fine despite competitors which were quick to develop their own self driving offerings.
Software patents are easily avoided. Copyrights aren't very important to consumer goods, they live more in the realm of entertainment and art. And even then similar stories are bought and popularized to try to compete for the "young wizard in wizard school" fan base, for example.
The real innovation happens under patents for things like the process for doping silicon to create blue LEDs, or a method for continuous production of a chemical that previously required batch processing. And these developments are lucrative but rare.
I'll play the wait and see game there. Give a Chinese business a gem, and he will certainly have his employees leaving for other companies paying him more to do the same thing.
China, as before. I can't see Trump policies changing the economics of cheap labour. The cost of living in wealthy countries means high wages. It'll be tax cuts for US corps and no changes to domestic wages. Trickle down economics in disguise.