Entering 2026, clear signals from fiscal and monetary policies are driving a revaluation of risk assets. Multiple sectors such as AI, private credit, precious metals, emerging markets, and cryptocurrencies are showing new investment opportunities.

Let's start with the AI sector. The sharp correction at the end of last year caused many AI concept stocks to fall significantly, but this decline has reset previously inflated valuations. Interestingly, the market's demand for computing power, token ecosystems, and productivity improvements remains strong. This means that after valuation corrections, AI investments now offer a much higher cost-performance ratio compared to the near-suffocating highs of October last year.

As the demand for AI electricity surges, nuclear energy concepts are also rising. Recent price corrections have provided better entry opportunities for investors focusing on medium- and long-term potential.

In terms of gold, as a symbol of the global currency asset resurgence, recent adjustments have also created good entry points. Gold is becoming an important asset for hedging against global uncertainties.

Business Development Companies (BDCs), after experiencing pain in 2025, now have more attractive yields and valuations. This is a forgotten high-yield asset class worth revisiting.

The growth momentum in the Indian market remains strong, with long-term growth potential still a key focus.

As for cryptocurrencies, the long-term bullish outlook is clear, but short-term signals are not definitive. Flexibility in judgment based on on-chain data and market sentiment is necessary.

Overall, the market environment in 2026 is unusually transparent, with the key being to choose the right direction. Under clearer policy expectations, more aggressive risk appetite strategies are becoming feasible.