Donald Trump's re-election could boost emerging markets equities in the Middle East and North African (MENA) region due to a potentially stronger dollar, higher U.S. bond yields, and global trade policy shifts, according to J.P.Morgan. The MENA region is seen as the 'clear winner' as it lacks a big manufacturing sector, while cheaper Chinese exports would be negative for the rest of the CEEMEA region. J.P.Morgan also upgraded Greek equity markets to 'overweight' and maintained its ratings for South Africa, UAE, Saudi Arabia, and Turkey.