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Singapore sovereign wealth fund Temasek warns AI investment pullback could trigger market shock in 2027

Singapore sovereign wealth fund Temasek sees the biggest current market risk as a possible pullback in investment flows into artificial intelligence, CNBC reported. Temasek Chief Investment Officer Rohit Sipahimalani (로힛 시파히말라니) said a reversal could trigger a market shock, while not expecting it to materialise immediately. He said volatility could emerge in 2027. Temasek remains optimistic on AI long term and aims to raise the share of listed assets within its AI exposure.