DBS Bank's Taimur Baig discusses the 2026 investment landscape, noting AI exuberance but justifying high valuations for major tech firms due to strong revenue growth. He anticipates potential US financial repression, which could weaken the dollar, and identifies Chinese competition as a disruptive factor. Geopolitics is highlighted as India's primary risk, with Baig suggesting that while some AI markets are frothy, the largest tech companies' valuations are supported by fundamentals.