TWO epicenters will shake financial markets in the first week of November, each carrying opposite sentiments. In the US, the November 3 general elections carry an air of anxiety. In the opposite side of the globe, markets in Hong Kong and Shanghai, China, are blanketed in a rather irrational exuberance. Investors are enthusiastically welcoming the Ant Group into the trading floor just two days after the US elections.

If the surveys are anything