As 2026 begins, investors face AI exuberance, US interest rate uncertainty, and India’s geopolitical challenges. DBS Bank’s Taimur Baig sees AI valuations as justified for major tech firms but warns of Chinese competition. He anticipates financial repression in the US, potentially weakening the dollar, and highlights geopolitics as India’s primary risk.
Originally published by The Economic Times https://economictimes.indiatimes.com/markets