151 articles
Kim Quan Cho
Five Key Investment Themes to Watch in 2026

Five Key Investment Themes to Watch in 2026

As global markets transition into 2026, investors face a landscape driven by valuations, technology, and regional shifts. While volatility is likely to persist, earnings growth, emerging market tailwinds,...

How Fed Policy May Shape Markets Through 2026

How Fed Policy May Shape Markets Through 2026

2025 has been a strong year for U.S. equities, with the S&P 500 up 17.5% and the Nasdaq up 22.6% year-to-date as of 10 December 2025. This underscores technology’s continued role as a primary driver of...

Integrating Flood Preparedness with ESG

Integrating Flood Preparedness with ESG

Malaysia’s recurring floods are increasingly shaping the nation’s investment landscape, particularly for sectors aligned with Environmental, Social, and Governance (ESG) principles. The 2025 floods...

HK/China Markets Eye Policy Moves

HK/China Markets Eye Policy Moves

The Hong Kong/China markets have softened in recent months, as concerns over an AI-related capex bubble and a less favorable outlook for Fed rate cuts triggered sharp global equity pullbacks, affecting...