We are pleased to present the 360 ONE Asset Outlook 2026, offering an in-depth exploration of the key factors shaping the economy and financial markets in the year ahead. This report provides a detailed analysis of the structural and cyclical shifts currently unfolding in the macro environment, examining the drivers behind these changes and sharing our perspective on their likely impact across different asset classes.

The report delves into the factors driving consumption demand and fixed investment across the economy. It also presents our views on inflation, fiscal policy, interest rates, and liquidity in 2026, with particular focus on their implications for the debt market. Additionally, it offers our perspective on equity markets, examining domestic and foreign investment flows, consensus earnings estimates, and valuations. The report also explores the outlook for precious metals.

We trust you will find this report insightful and valuable.

Click here to read the report