For Asian investors who are closely watching the US midterm election results, Mofferies Investment Research's Mohshin Aziz report points out that the US midterm elections may not be as important as following the market trends that followed. He believes that the election results have been largely digested by the market, and that the supply of US bonds, US employment data, and the Federal Reserve's policy path may have a greater impact on the market. Aziz wrote, “In these two midterm elections, it was the Federal Reserve, not Congress, that led the market trend.” He said that this has kept the market's focus on high US Treasury yields, oil price trends, and the decline in the AI capital expenditure boom. As a result, he is more optimistic about the Hong Kong and Southeast Asian markets this week than the South Korean and Taiwan markets.

For Asian investors who are closely watching the US midterm election results, Mofferies Investment Research's Mohshin Aziz report points out that the US midterm elections may not be as important as following the market trends that followed. He believes that the election results have been largely digested by the market, and that the supply of US bonds, US employment data, and the Federal Reserve's policy path may have a greater impact on the market. Aziz wrote, “In these two midterm elections, it was the Federal Reserve, not Congress, that led the market trend.” He said that this has kept the market's focus on high US Treasury yields, oil price trends, and the decline in the AI capital expenditure boom. As a result, he is more optimistic about the Hong Kong and Southeast Asian markets this week than the South Korean and Taiwan markets.