Is AI a Bubble or Breakthrough?
The promise of AI meets market reality as we navigate between innovation and valuations







Overweight
Underweight
Neutral
Overweight Asia (China, Singapore, Japan, Malaysia) for diversification; Neutral US and Indonesia; Underweight Thailand.
Focus on short-to-mid duration, high-quality AUD and GBP investment-grade corporates.
Stay positive on gold as a hedge; add private equity and structured investments for diversification.
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