Tisco puts forward three investment themes for 2026Listen to this articleTisco 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. 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. Rising household income and sustained foreign investment are expected to drive equity earnings growth of up to 17% in 2026. Oil is also expected to regain attractiveness as Opec+ supply controls and rising global demand push prices above $80 a barrel. Conversely, Tisco advises reducing exposure to long-term Thai bonds, citing structural economic challenges, rising fiscal risks, and the potential for higher long-term yields.

Source: Bangkok Post January 08, 2026 23:32 UTC