Investment Insights and Strategy Series by PCM – August 2026
Market Review (July 2026) The MSCI Asia Pacific Ex-Japan Index (-2.5%) underperformed the MSCI World Index (+0.5%) as profit-taking emerged following weaker-than-anticipated...
Buy and Hold vs Timing the Market: What the FBM KLCI Teaches Mutual Fund Investors
July 31, 2026
Introduction Open your investment app. A flashing red number sits beside your portfolio. In an instant, logic flies out the window, and your finger hovers over the “switch”...
Malaysia’s Biodiesel Expansion Hinges on Infrastructure and Pricing
July 28, 2026
Malaysia’s biodiesel programme offers a way to strengthen domestic palm oil demand while reducing reliance on petroleum diesel. Most road transport currently uses B10 diesel,...
Investment Insights and Strategy Series by PCM – July 2026
July 22, 2026
The MSCI Asia Pacific Ex-Japan Index (-1.7%) underperformed the MSCI World Index (-0.8%) as outsized declines in Hong Kong and Indonesia drag on the region. Philippines...
Navigating a Rangebound Malaysian Market
July 20, 2026
When capital growth becomes a moving target, standing still is rarely an option, but chasing every market fluctuation can leave portfolios vulnerable to fatigue and...
Data Centres Are Malaysia’s ESG Stress Test
June 25, 2026
ESG is often linked with recycling, tree planting, carbon pledges or sustainability reports. These efforts matter, but they do not fully explain why ESG matters to investors....