Tech-led correction unlikely to be the lastPhoto: 123RFFollowing a correction in the US stock market prompted by concerns over high valuations of technology stocks and the potential disruption artificial intelligence (AI) could bring to various businesses, market concerns about a technology and AI bubble have begun to ease. However, we believe concerns about AI disruption in the technology and transport sectors will persist for some time. Elsewhere, a lower US inflation figure than expected for January improved the prospects for a Federal Reserve interest rate cut, positively impacting the stock market. We expect global stock markets to remain volatile due to concerns about AI disruption until related stocks return to more attractive levels. We expect earnings to grow year-on-year and quarter-on-quarter in the next four quarters, thanks to the lower credit and funding costs.

Source: Bangkok Post February 27, 2026 17:49 UTC