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John Gordon
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Oct 26, 2026
UBS Road to the midterm elections: Global market signals from the US midterms
7:37
10:00

Anthony PastoreHOST
Why should investors truly care about these U.S. midterm elections in Asia? What are some of the key channels through which the results could potentially affect the region?
J
7:47John GordonGUEST
Yeah, look, so I think overall the investment community here isn't expecting a dramatic overnight shift in policy following the election.
J
7:53John GordonGUEST
That's because so many of the issues that matter most to the region, including trade policy, export controls, foreign policy, those are all heavily influenced by the White House, regardless of who controls Congress.
J
8:07John GordonGUEST
What investors across Asia will be watching is whether the results move the needle on policy in, I think, four key areas here.
J
8:14John GordonGUEST
So you've got trade, you've got tech, of course, AI, fiscal policy, and then geopolitics.
J
8:20John GordonGUEST
So on trade, bipartisan concerns around China's technological and geopolitical rise remain firmly in place.

Anthony PastoreHOST
So, you know, is this seen as a potentially a major market pivot point for Asia? What policy outcomes do you think are most important for investors to track? As I asked Dean, it is truly how most of our countries are all very tied fiscally and economically.