Monthly Drinks : Investment Outlook for the Year of the Horse

The Year of the Fire Horse in 2026 has kick-started on a volatile note with growing investor concerns about AI disruption risk and geopolitical uncertainty driving market volatility. Are we in an AI investment bubble? What to expect from the Fed policy outlook under the new chairman?

Where to find diversification opportunities to manage concentration risk in USD assets and Big Tech? Can China’s AI-driven equity rally sustain in 2026? What are the most attractive growth and income opportunities in Asia? How can alternative investments diversify portfolio risks and sources

of returns amid global uncertainty?

Please join our investment seminar starting at 7pm on 06 March (Friday) to hear the market insights of Ms Fan Cheuk Wan, Chief