Russian stocks, U.S. banks remain clear winners in Trump trade
"As U.S. stocks continue stubbornly to carve out records since Donald Trump’s November presidential election victory, financial and industrial stocks remain the clear winners while utilities and consumer staples lag behind. But, it appears the biggest beneficiaries since the election have been Russian stocks.
As a benchmark, the Dow Jones Industrial Average DJIA, +0.59% has advanced 9.8% since the Nov. 8 election, a span of 62 trading days, while the S&P 500 SPX, +0.58% has risen 7.7% and the Nasdaq COMP, +0.58% has gained 10%. Since Trump’s Jan. . 20 inauguration (or 14 days of trading), the Dow has gained 1.6%, while the S&P 500 had advanced 1.4% and the Nasdaq has advanced 2.6%.
One benchmark however, has at least doubled that performance since the election, namely, the Moscow Exchange, or Micex, made up of Russia’s 50 largest companies. Since the election the Micex has jumped nearly 30% in U.S. dollar terms and nearly 20% using the Russian ruble, according to FactSet data. Since the inauguration, it has gained 5.9% in U.S. dollar terms and 4.9% in rubles.

The biggest heavyweights on the Micex, the natural-gas giant Gazprom OGZD, -1.65% Lukoil LKOH, +5.19% and Sberbank of Russia SBER, -1.19% have generally outperformed their American counterparts. Since Trump won the election, shares of Gazprom have risen 4.8% in local terms, while Lukoil shares have jumped 10% and Sberbank shares have leapt 19%. In comparison, shares of Exxon Mobil Corp. XOM, +0.44% have declined 4.7%, Chevron Corp. CVX, +0.61% shares have gained 4.4% over the same period. Shares of the largest U.S. bank by market cap, however, J.P. Morgan Chase & Co. JPM, +1.44% have rallied 23%.
A rush into Russian assets is also.... "
http://www.marketwatch.com/story/russian-stocks-us-banks-remain-clear-winners-in-trump-trade-2017-02-09
Does this explain the media silence on the Trump - Putin connection?