UOB recommends investors maintain overweight positions in AI and technology equities across Asia and the US, while allocating 5–7% to gold to hedge geopolitical risks. The bank forecasts gold to reach $5,000/oz by 2027 and predicts the next phase of AI development will be driven by physical infrastructure needs—semiconductors, power, cooling, and data movement—rather than computing alone. For Thailand, UOB upgraded 2026 GDP growth forecast to 1.9% from 1.5%, supported by government spending and FDI, and does not see signs of an AI bubble given only 14% of tech firms were profitable during the dot-com crash.