AI remains dominant factor in 2026Listen to this articleAI is becoming a full investment ecosystem, influencing energy, manufacturing and national economic strategies, says Mr Yodsakorn. XSpring Asset Management (XSpring AM) sees artificial intelligence (AI) as the dominant investment theme in 2026, continuing to reshape global equity markets and drive long-term capital flows across regions and sectors. Another powerful theme for 2026 is reshoring, as AI adoption enables advanced economies to bring manufacturing back home more efficiently. India remains XSpring AM's top emerging market pick, driven by domestic consumption, government stimulus and earnings recovery. "2026 will be a year of thematic and regional selectivity, where investors should align portfolios with long-term structural trends, led by AI, energy security and reshoring.

Source: Bangkok Post January 06, 2026 00:26 UTC