Midterms primed to test asset allocation

Bangkok Post · Nuntawun Polkuamdee · 2026-11-05 21:34 UTC

The outcome of the US midterm elections adds a fresh layer of uncertainty to global financial markets, prompting investors to reassess their positions in equities, gold and cryptocurrencies amid shifting political dynamics, earnings risks and regulatory challenges, say investment executives.

The outcome of the US midterm elections adds a fresh layer of uncertainty to global financial markets, prompting investors to reassess their positions in equities, gold and cryptocurrencies amid shifting political dynamics, earnings risks and regulatory challenges, say investment executives.

Win Phromphaet, executive chairman of Kasikorn Asset Management (K-Asset), said market reactions would be difficult to predict, even when the election outcome was broadly anticipated.

With political power divided between the two parties, extreme policies could become harder to push through, potentially supporting greater policy stability. Markets generally favour a balance of power that limits policy extremes, he said.

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