Tisco Economic Strategy Unit recommends investors prioritize equities, short-term/medium-term bonds, and commodities, citing strong balance sheets of major AI players and global infrastructure investment cycle support. Key risks include potential US bond yield rises triggering risk asset corrections and currency volatility. Thailand's economy is forecast to grow 2.1% this year (up from 1.8%) but slow to 2% in 2027 amid high living costs and limited fiscal stimulus.