Is a 2026 Market Crash Coming? | Expert Insights to Protect Your Wealth | Yogesh Khairajani | FWS 86

"because if you see western Europe and central Europe western Europe goes to Germany France central Europe goes towards Poland and Czech and Hungary which by the way have generated on an average more than 40% returns this year. Very few people have tracked this. I didn't even know they had the an active stock market there. Yes. But the point is it is happening and why it is happening I'll tell you. There is something called French shoring which is trending these days. So there used to be globalization right now it is the the the very important trend is deglobalization. Delglobalization means uh countries would rather um trade with their friends rather than rivals. M so Germany for example a lot of factories uh have been moved from so Germany has moved their factories to Poland or Czech just because they are nearby and they are friends. M so what is happening Polish markets are getting a a lot of business a lot of labor coming in economy booming in plus Europe for the first time in life and thankfully they have started spending money on their defense and these bases are being formed in Poland and that's why if you see Polish market have gone up by 50% this year now so the ability of a developing country to take the help of a developed country can change the fortune for that developing country."

"Definitely can. I think if you see India for example, India at this point of time has the demographic which means the median age right now for the Indian population is it is 28. 65% of Indian population is in the right age group of working. Right? Many developed economies by the way if you see the the working age it is older. That's why the many developed countries they require they have they need more healthare understanding because the aging population is is the problem for them in India right now people are young the consumption is high incomes are rising this is the youth which is a mix of everything right so India has an excellent demographic right now the manufacturing is doing good and most importantly there's political stability I think political stability has been there for last so many is and it goes without saying that this this is expected to continue right so that kind of infrastructure that kind of ecosystem India is one of the best countries to invest in right now"

"Japanese stock market for the first time in 34 24 years finally they have started experiencing inflation that has pushed stock markets to as high as 35 years I think after 1989 so it's been easily 36 years this is the highest we have seen Japanese equities wow now the point is this is where you're looking right you're diversifying here you did it in US you put a bit into Europe and when you're looking at Europe you're looking at central part of Europe which is expected to get benefit from the French shing from the migration from the um uh from the the defense bases which are being created and then you're moving towards Japan, you're moving towards India."

"You look at Indonesia which is also is getting benefited because a lot of uh uh factories are moving towards Vietnam towards Indonesia just because of deglobalization. So these days countries so tariffs right? Yeah. The moment US put tariffs on on different countries right now for example China if you see real estate in China it has plunged by 15%. You look at the industrial output, it's down.5% in single month. That's a big drop since 2020. This is the biggest the drop has been. So people are moving from China. They're more scared of investing in China. So where they would invest India, Vietnam, other other emerging markets, Indonesia for example, Singapore for example. So you allocate it that way."

"Markets are poised for a 10 15% dip. It's very common, right? It has rallied from 2023 till now. So a 10 15% correction is it is something which should be expected and anticipated. Correct. But is there a crash coming? Not necessarily. Because when you mean crash you mean like what 30 40% uh yeah 30 40% what we saw in pandemic what we saw in 2008 or in 2001."

"Now if you see the numbers and you see the future growth, if even if there was a bubble, even the bubble burst, can we say that AI is going to disappear completely? No, it won't disappear. It is the infrastructure layer. It's not just a sector anymore. Today when you are building up a product, you need to understand that where I can fit the AI into this product. This has become the stage one of building up a product."

"For blockchain as a technology, I definitely see going higher in in the in the next few years and companies adopting to blockchain. Louis Vuitton is already doing it. They have adopted blockchain in their system to uh prevent the counterfeiting of their products. U Oracle has created their own blockchain. Um uh Walmart is using blockchain use through Amazon to ensure the safety of their food products. So blockchain is something which is very promising."