No. of Recommendations: 16
As you ask, investments can do very well, or very badly, under "strongman" regimes. (no comment on applicability)
The key seems to be to invest in large groups that are in favour with the person in charge. Just revisiting my post from a while ago. I hope I'll be forgiven.
The subject of the thread was not US politics, but it's hard not to notice that Mr Musk seems to be in favour, and consequently a bet on the companies he promotes has worked very well for those who placed "in favour" bets even after the election result was known, so it seems to have been an actionable idea not requiring a crystal ball.
"Donald Trump, long an implacable opponent of electric vehicles, has recently changed his tune. “I’m for electric cars,” he said at a rally in Atlanta, Georgia, in August, adding with exemplary candour: “I have to be because Elon endorsed me very strongly, so I have no choice.” (from the FT Nov 23)
So, bet the bromance! Musk and crypto are the obvious plays, but things like GEO (prisons) have done very well.
Of course, for the more cynical, there is this approach: just invest in the firms spending the most on lobbying, on the theory that they wouldn't do it if it didn't pay.
http://www.datahelper.com/mi/search.phtml?nofool=y...(maybe paywalled)
economist.com - Money and politicsJim
