Analysisgenerative aiprecious metalsindia equitiesportfolio rebalancing
DBS Strategist Outlines Precious Metals And Equities Outlook
6.1
Joanne Goh, Senior Investment Strategist at DBS Bank, tells ET Markets she remains constructive on gold and silver and targets USD 5,100/oz by 2H26, citing fiscal risks, central bank buying and a weaker dollar. She warns of froth in parts of the AI trade but expects a 1–2 year consolidation favoring profitable AI leaders, and sees selective value in India and Asia ex-Japan equities.
Key Points
- 1Endorses bullish stance on gold and silver, targeting USD 5,100/oz by 2H26.
- 2Flags froth in AI valuations but expects consolidation rewarding profitable, cash-generating AI leaders.
- 3Advises periodic rebalancing and prefers AI exposure via large-cap 'adapters' and non-tech sectors.
Scoring Rationale
Provides actionable allocation guidance grounded in an institutional strategist; limited novelty and single-source interview reduce broader impact.
Sources
Public references used for this report.
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