This is a series, I on the world. I'm John Bachelor. Gordon Chang at Gordon

G. Chang, my colleague and co-host and friend, and we're very pleased to welcome Charles

Ortell back from his travels in Asia to comment on the Trump trade that's

Wall Street talk for what is to be done in the event that.

The Trump trade, not just about stocks in America or Europe, but in Asia especially, India is a focus because it's been in a rally mode.

Charles, it's a very good day to you.

This is a wonderful topic to look at the world from the point of view of the markets in the developing

nations.

What does the Trump trade look like in India right now?

Good evening to you.

Good evening to you both. I think that all eyes are focused

now on the probability of Trump for gaining the White House and if he does that's going to bring, I think a lot of, assuming he also sweeps

the House and the Senate, that that's going to bring a lot of capital, equity capital, back into the United

States and a lot of interest in cutting the long supply chains

and serving the market not from Beijing or Shanghai or New Delhi or Bangalore,

but from places across our vast country here in the United States.

So that's one important thing.

The second thing is that the world unfortunately has a debt problem.

Virtually every nation on earth has too much debt.

And so we're all in a contest to get that scarce equity capital inside our borders.

And again, with the strong Trump victory that money is going to

come flooding back into the US in my opinion. And so we measure the India's market on the basis of money leaving the market or does it become in some fashion a reflection of the American market where the dollar is headed?

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