On Investors’ Minds - APAC Edition Investors' new year resolutions for 2026?
14 snips
Jan 6, 2026 As the new year begins, a fresh look at investment resolutions unfolds. Diversifying beyond just U.S. and home markets is key, with a spotlight on U.S. financials and Asia's AI export potential. Regular rebalancing is recommended to maintain risk levels after recent gains. Emphasizing income generation from various sources can cushion against slower capital appreciation. Discover insights into which Asian markets might lead in AI profits and the evolving role of income in portfolio strategies!
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Start With Discipline This Year
- Do start 2026 by committing to disciplined investing rather than chasing short-term trends.
- Tai Hui advises urgency: if a portfolio change matters, act now instead of waiting for a calendar date.
Valuations Limit Upside And Margin For Error
- Current valuations in parts of U.S. markets and corporate credit leave limited upside and little margin for error.
- Tai Hui highlights steady growth and potential policy easing, but cautions elevated valuation risk.
Adopt A 'US Plus One' Diversification
- Do diversify beyond your home market and U.S. tech by adopting a 'US plus one' approach for equities.
- Tai Hui recommends adding regions like Taiwan, South Korea and Japan to capture AI-driven export and earnings growth.