The Straits Times Podcasts S2E33: How to invest in 2026
Jan 4, 2026
Ven Sreenivasan, a veteran market watcher, and Kass Phai, a savvy Gen Z investor, dive into the tumultuous investment landscape of 2026. They discuss the potential risks of tech stocks and compare the current AI boom to the dot-com bubble. Kass emphasizes the need for young investors to focus on fundamentals while balancing their portfolios. They explore other promising sectors like REITs and healthcare, caution about property underperformance, and highlight the value of emotional discipline in investing. It's a thought-provoking look at navigating future investments!
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Positive But Volatile Market Outlook
- 2026 looks positive but will be choppy as global policy and geopolitics drive volatility.
- Liquidity sits at the sidelines and fiscal stimulus may keep markets buoyant despite frothy tech valuations.
Cap Tech Exposure And Take Profits
- Limit tech exposure to a manageable share of your portfolio and take profits along the way.
- Use a repeatable framework so you control strategy amid macro uncertainty.
AI Boom Differs From Dot‑Com Bubble
- AI-era listed companies tend to have stronger fundamentals than many dot-com era listings.
- That structural difference changes the nature of the risk compared with the 2000 tech bubble.