Friday Investment Talk: Elections, USD, ASEA, Stock Picks

While US election uncertainty fills the markets, investor sentiment stays positive on hopes of sustained economic growth. Goldman Sachs worries about USD weakness, even advising shorting the dollar vs several emerging market currencies.

Small Caps and value continue to outperform the NASDAQ large technology companies. This may last through November, as bullishness may focus on the effects of further government stimulus packages. Meanwhile anti-trust matters complicate tech investments.

ASEAN countries maybe a place to find value if the USD is weak.

Several stocks are highlighted and reviewed that we have covered on our telegram channel.