Biden Victory a Benefit for Asian Assets: Saxo Capital

The transcript discusses the uncertainty in the market due to the upcoming US election and the potential for fiscal stimulus. It highlights the reluctance of Senate Republicans to agree on a stimulus package and the market's low conviction. The discussion shifts to the potential outcomes of the election, including a contested result and foreign interference. The transcript also explores the idea of treating Asian markets as safe havens due to their better handling of the pandemic and China's recovery. Finally, it considers the impact of a Biden victory on Asian markets, particularly technology stocks, and the effects of a weaker US dollar.

What are the potential scenarios that could arise from the election outcome?

In what ways has Asia performed better compared to Europe and North America during the pandemic?