Until March 2016, Jain spent over 10 years running nearly $30 billion in global equity at Vontobel Asset Management in New York. A lot of the post-election rally was pricing in corporate tax cuts coming within the first 100 days of Trump. But as far as the dollar goes, market consensus states it is at least 10% overvalued against the euro. If there is going to be a trade dispute with Mexico, or with China, the market is going to correct for that. "Trump could silence his free trade critics by running a BIT with China," says Signorelli.

Source: Forbes January 31, 2017 18:22 UTC