Geldanlage: Öl, Anleihen und Aktien: So schauen asiatische Profianleger auf die bevorstehenden US‑Midterms

The recent United States midterm elections will have a significant impact on investment decisions made by professional investors. This could particularly affect Asian stock markets. A complete victory by the Democrats in both chambers of Congress could lead to stricter control of the AI sector and the expansion of data centers. Korean and Taiwanese chip manufacturers such as TSMC, Samsung, and SK Hynix, which benefit from the expansion of data centers, could suffer negative consequences.

Strategists suggest that the Republican Party regaining the majority would benefit these companies, indicating more political continuity. "If the Democrats were to achieve a landslide victory this week, these issues could become more urgent, potentially triggering further declines in Korean, Taiwanese, Japanese, and perhaps to a lesser extent, Chinese tech stocks," said Phillip Wool, head of portfolio management at Rayliant Global Advisors.

"Anything posing a threat to AI would significantly burden sentiment toward stocks from Korea, Taiwan, Japan, and potentially to a lesser extent, China." This dependence could make the region vulnerable if a democratically controlled Congress exacerbates control over the sector.