Nomura: Trump Policies and the US Mid-terms from the Lens of Asia

Provided the lunch keynote for the Nomura ASEAN+ Conference 2026 in Kuala Lumpur. 

This kicks-off my speaker series focusing on Year 2 of Trump 2 and how the US midterms will impact geopolitics. 

One key area to watch: Trump focusing domestically on affordability, which can impact both domestic policies and tariffs, while his also being even less constrained internationally. 

Great discussion with Euben Paracuelles following his keynote and thanks to Amy Ng and Linda Ngatemo for organizing and Noemie Viterale APAC Advisors (Singapore) for the research and presentation materials.