DBS Advises Against Reducing Equity Exposure Despite Geopolitical Risks

Joanne Goh from DBS Bank says investors should not reduce their stock investments just because of geopolitical risks.

Instead, they can add other types of investments like private equity, gold, and certain hedge funds to make their portfolios less volatile.

She suggests focusing on sectors like infrastructure, manufacturing, and banking in India, which are supported by government spending.

For the AI trend, she recommends investing in large companies that can use AI to become more efficient.

Overall, she advises a balanced approach to investing, combining growth and income strategies.