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Bangkok Post – “Faber’s Portfolio Highlights Gold and Emerging Nations Investments”

Article Summary:

Economist and veteran investor Marc Faber recently emphasized the importance of inflation in shaping investment strategies for the upcoming cycle, particularly looking towards 2026 and beyond. During the “Game Changer – Outlook 2026 & Beyond” seminar in Bangkok, he identified gold and emerging markets as key investment themes.

Faber pointed out that heavily indebted governments face limited options, often resulting in higher taxes, debt repudiation, or inflation. This economic landscape necessitates a reevaluation of traditional portfolio allocations, urging investors to adapt to evolving market conditions.

As inflation continues to influence global economies, investors may find opportunities in sectors resistant to economic fluctuations. Faber’s insights encourage a forward-thinking approach to navigating potential challenges in the investment landscape.

Original Article:

Bangkok Post – Gold, emerging nations feature in Faber’s portfolio

Veteran investor sets out strategy for 2026

People queue outside Hua Seng Heng’s Yaowarat Road branch in Bangkok on Jan 29 as gold hit another new high. (Photo: Pornprom Satrabhaya)

Economist and veteran investor Marc Faber underscored inflation as a central force shaping the next investment cycle, highlighting gold and emerging markets as core themes for future investing.

Heavily indebted governments have limited options beyond higher taxes, debt repudiation or inflation, Mr Faber told the recent “Game Changer – Outlook 2026 & Beyond” seminar held in Bangkok.

Against this backdrop, investors should rethink traditional portfolio allocations in a…

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