What to Watch in the Stock Markets in 2026

In this roundtable, we break down what to watch in the stock markets in 2026 — from stretched U.S. valuations and the potential reality check facing AI stocks, to how rising geopolitical tensions could reshape global trade and corporate earnings. We’ll also examine the outlook for U.S. interest rates and inflation, and why these macro forces matter for investors. We then turn to Asia, looking at China’s valuations and whether they represent risk or opportunity, before wrapping up with Singapore market valuations and what they imply for long-term investors. All this and more in our latest episode!

00:00 Intro
01:05 US valuations
03:31 AI
08:52 Tariffs
12:34 Geopolitical uncertainties
14:46 Interest rates/inflation
17:59 China valuations
21:33 Singapore valuations

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