أشرف العايدي على سي ان بي سي عربية -- 06 نوفمبر2012

Ashraf Laidi tells CNBC Arabia to avoid making simplistic if-then scenario analysis on the US elections for US equities due to the presence of three major elements: 1) Potentially positive market implications of Obama keeping pro-QE Bernanke, likely offsetting classical partisan implications for equities. 2) Implications of Romney threatening trade war retaliation with China as a consequence of labelling Beijing as a currency manipulator (which is a USD negative). 3) Interaction between the new White House and Congressional balance of power and its impact on averting the Fiscal Cliff.