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Investing in the future: AI, nuclear energy and space

Invest in what you know, but it doesn’t mean you should avoid new areas. Understand them and go where the fundamentals are sound

    • A SpaceX Falcon 9 rocket lifts off. SpaceX's valuation has soared from about US$200 billion in 2024 to today’s IPO estimate of around US$1.75 trillion.
    • A SpaceX Falcon 9 rocket lifts off. SpaceX's valuation has soared from about US$200 billion in 2024 to today’s IPO estimate of around US$1.75 trillion. PHOTO: REUTERS
    Published Tue, Mar 3, 2026 · 06:17 PM

    THE extreme complexity and widespread speculation in the financial markets today make it easy to lose sight of why markets exist in the first place – to allow capital to flow where it is needed and facilitate efficient allocation of resources.

    In other words, the financial markets enable progress. This might sound like a textbook statement, but I believe keeping this principle in mind can help one become a better investor, especially when looking at growth opportunities.

    After all, these are plays where one needs to look to the future – not to try to predict it, but to weigh possibilities and position oneself accordingly.

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