Markets across Asia are likely to benefit from recent Fed rate cuts as well as a weaker US dollar
[SINGAPORE] Diversification and active management are likely to become more important for investors as artificial intelligence (AI) and geopolitics continue to shape the trajectory of global markets in 2026, analysts said.
Whether the AI boom is still at its nascent stage or on the brink of an ugly bust – or both – it could be time for investors to carefully assess their exposure to the handful of big American technology stocks that have come to dominate key stock indices.
Keiko Kondo, head of Asia multi-asset investments at Schroders, said: “There are more opportunities to be harvested by being active in stock selection and controlling the market exposures in portfolios.”
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