Investment outlook

CIO CORNER

State of play for investments in 2026

Over the next five years, structural supertrends are expected to intertwine and influence strategic decisions on how to allocate capital, manage risks and identify growth opportunities.

Early FY2026 estimates for Asian technology companies, excluding Japan, point to earnings growth in the mid-20% range, says Daryl Ho, senior investment strategist at DBS’ chief investment office.

Asia still ‘under-invested’ despite improving profits, attractive valuations: DBS

Stronger income, growth and valuations point to ‘clear and present’ opportunities in Asia, says senior investment strategist

Racks for data servers, GPUs and CPUs in a data centre. It is estimated that US$3 trillion to US$7 trillion will be invested in AI infrastructure in the next five years.
PERSPECTIVE

Manias, panics and AI

The history of investment booms suggests three questions that should be asked of the current one

Clockwise from top left: Chen Ze Ling, DBS’ group head of corporate and SME banking; Singapore Business Federation chief executive Kok Ping Soon; Ryan’s Grocery founder Wendy Foo; and Far East Flora deputy group managing director Ryan Chioh.

DBS market-outlook forum to examine AI, sustainability and global economic shifts shaping 2026

It will outline the challenges and opportunities firms may face in navigating the year ahead

The IMF’s report, which comes out twice a year, is in the writer's opinion the best when it comes to explaining the interplay between economics and finance.

Why I love the IMF’s Global Financial Stability Report

It’s the best publication for investors – but the latest issue makes spooky reading

Anuj Arora (left), JP Morgan Asset Management head of emerging markets and Apac equities, and Alexander Treves, head of investment specialists (Apac). Arora says the valuation gap between the top 10 tech hardware names in US and Asia is nearly 50 per cent.

Look to Asia for AI-themed investments, says JP Morgan Apac equities head

The region’s equities are buttressed by a substantial valuation gap against US peers and a macro environment of lower interest rates

Ted Maloney, CEO of MFS Investment Management, says the dominance of the Magnificent Seven stocks is less about US exceptionalism, and more about AI investment hype.

Time to focus on downside risks in markets: MFS chief

Markets have over-returned and there is likely to be a correction, says Ted Maloney

Located in Singapore’s Central Business District, One George Street is a 23-storey grade A office that is part of Nuveen’s global cities real estate strategy of 116 properties.
BRANDED CONTENT

Real estate’s next chapter: Why industrial and healthcare are today’s must-watch sectors

Nuveen, one of the world’s largest real estate investors, breaks down the fundamentals driving opportunity amid a recovering global market

This is a promising moment for healthcare investment in Indonesia. Foreign ownership rules have been relaxed, while education reforms are opening the door for foreign universities to train the next generation of healthcare professionals.
BRANDED CONTENT

Indonesia’s healthcare moment is now

With rising demand, bold reforms and a digital backbone now in place, Indonesia is opening its doors to long-term healthcare investment like never before

Semiconductor chip made by Taiwan's TSMC. Tech-savvy middle powers – South Korea, Taiwan and Singapore – have advanced industries and could serve as bridges between competing tech blocs.
CIO CORNER

Winners and losers in Asia’s evolving geopolitical and economic order

Asean’s role as a neutral platform for dialogue may be strengthened