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...
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...
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...
Tensions between China and Japan surged in November 2025 after Japanese Prime Minister Sanae Takaichi warned that a Chinese attack on Taiwan could trigger a Japanese military response. China called the...
For many Malaysians, insurance is often seen as a form of investment — a way to grow wealth while staying protected. Yet, this perception blurs an important distinction. Insurance and investment serve very...
At the time of writing, the Malaysian Ringgit has strengthened to around RM4.1442 against the US dollar, reaching its highest level in 13 months and positioning it as the best-performing currency in Asia....
The MSCI Asia Pacific Ex-Japan Index (+3.7%) charted another month of outperformance against the MSCI World Index (+1.9%), largely in part due to semiconductor exceptionalism that benefited supply chain...
The recent Xi-Trump meeting at the APEC summit marked a turning point in US-China relations, resulting in a “transactional truce.” The agreement temporarily eases several trade and export restrictions,...
Given the recent pullback in gold prices, we expect the market to consolidate as investors await further cues from upcoming CPI data, while monitoring developments such as the U.S. government shutdown,...
