2026 Market Forecast: AI Boom, China Slowdown and Taiwan Stocks

Is the AI tech stock bubble set to burst? And how can you make money whatever the outcome? Investor and finance professor Orina Chang shares her outlook for the rest of 2026, breaking down the AI boom, US markets, Taiwan stocks, TSMC’s future and why she believes long-term investors still have reasons to be optimistic.

Featuring: Orina Chang, Chair Professor & Associate Dean, School of Banking and Finance, NSYSU

Hosts: Fred Shieh and Divya Gopalan

00:00 Why long-term investing wins00:28 Meet investor Orina Chang01:21 Training Taiwan’s finance talent03:26 Market outlook for 202604:22 Why Taiwan follows US markets04:55 Key US economic indicators06:37 AI’s impact on jobs and hiring08:03 Is Taiwan ready for the AI era?09:35 AI boom and stock market gains11:34 Are tech stocks overvalued?12:17 Gold, uncertainty and safe havens12:46 Why investors should stay invested14:07 Can Taiwan stocks keep rising?16:51 Why China’s economy is struggling19:06 Global impact of China’s slowdown20:23 Taiwan’s AI and chip advantage21:29 Best sectors for long-term growth23:40 ETF investing and compound returns25:39 Don’t trade, invest for the long run

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