Tisco puts forward three investment themes for 2026

Tisco Bank has outlined three investment themes for 2026, suggesting investors can seek attractive returns relative to risk amid easing monetary conditions, accelerating megatrends, and persistent geopolitical uncertainty.

- NUNTAWUN POLKUAMDEE

Nuttakrit Laothaweesup, senior director of Tisco Wealth at Tisco Bank, said the global economy is projected to expand by nearly 3%, while the US Federal Reserve is widely expected to continue cutting interest rates, providing support to risk assets.

As trade tensions have begun to ease, inflation in developed markets has moderated towards 2-3%, and monetary policy is expected to remain accommodative.

Meanwhile, structural trends such as artificial intelligence (AI) adoption and the rapid expansion of ageing societies are accelerating.

Against this backdrop, Tisco Wealth recommends three investment themes, with the first focusing on countries capable of sustaining growth through domestic demand, production capacity and fiscal support.

The US, India and Vietnam are standouts as global fragmentation and protectionist policies reshape trade and investment flows, said Mr Nuttakrit.