Outlook 2026

US inflation, not geopolitics, remains biggest risk to markets in 2026, says this chief investment strategist

LGT Private Banking’s Stefan Hofer cautions that market volatility will be ‘much higher’ this year

“Investors should consider shifting from a buy-and-hold approach to more tactical strategies, rebalancing portfolios towards global opportunities," says Julius Baer's market outlook report.

Singapore a ‘safe harbour’ amid global volatility with Singdollar set to gain: Julius Baer

The wealth manager urges investors to look to growth areas for portfolio diversification

A look at how lower incentives and more competition will reshape the EV market and COEs in Singapore in 2026.

Will lower incentives shake up Singapore’s EV boom?

EV incentives are falling in Singapore this year, will Singapore’s electric car boom still have momentum? Derryn Wong finds out.

Workers outside the headquarters of the Bank of England in London. The central bank is expected to cut rates to around 3.25 per cent this year.
OUTLOOK 2026

UK economy expected to grow 1.4% in 2026 despite weaker unemployment

The euro zone’s GDP is forecast to slow just slightly to 1.2% this year and inch upwards to 1.4% in 2027, said analysts

There are numerous reasons for Thailand's underperformance, including a lack of clear government policy direction, sluggish consumer spending and an ageing population.
NEWS ANALYSIS

Thailand stares at 1.6% growth in 2026 as reform calls mount ahead of polls

Downshift would make it slowest-growing major economy in South-east Asia outside crisis-hit Myanmar

Casting an eye across the outlooks of the major investment banks and big asset managers, one would be hard-pressed to find a naysayer.

Why the melt-up is still on

As 2026 begins, optimists are talking down bubble anxiety

Analysts expect air freight volume to be stable but there is a possibility of shippers switching to ocean delivery if sea cargo reliability improves and rates dip.
OUTLOOK 2026

Business class airfares could rise in 2026 as Apac passenger traffic continues to expand

Cargo demand expected to be stable but rates will be under pressure as capacity increases

Analysts note that Bank Indonesia’s immediate priority remains defending the Indonesian currency, even as it signals that it is open to gradual rate cuts under the right conditions.
OUTLOOK 2026

Rupiah risks to shape Bank Indonesia’s cautious easing path in 2026

The challenge of balancing economic growth with currency stability has become increasingly pronounced for the central bank

The priorities of Singapore's 4G leadership – led by Prime Minister Lawrence Wong – should become clearer in 2026.
OUTLOOK 2026

Transition in full swing: The 4G leadership’s direction and Budget 2026 priorities

With the election over, the focus may be on long-term issues such as climate change and the ageing population

As stock markets started trading in 2025, investors were apprehensive about the impact of a potential trade war and painful tariffs.
OUTLOOK 2026

How Singapore’s STI performed in 2025

[SINGAPORE] With the surprise re-election of Donald Trump as United States president in November 2024, investors went into 2025 anticipating high levels of volatility in the global markets from his ag...