We regularly track the changes in the constituents of the FTSE4Good Bursa Malaysia (F4GBM) and FTSE4Good Bursa Malaysia Shariah (F4GBMS) indices every six months to evaluate the performance of companies...
DeepSeek has become a dominant theme in market discussions throughout January, raising concerns about its cost-efficiency, performance capabilities, and use of lower-tier chips. Its rise threatens to...
On the first day of his second term, President Donald Trump signed a series of executive order, revoking close to 80 Biden-era executive orders, including those on climate change, clean energy, and...
The MSCI Asia Pacific Ex-Japan Index (-1.2%) slightly outperformed the MSCI World Index (-2.7%) in December, albeit both were red on the month as regional markets pulled back after the Federal Reserve...
Following up on our previous piece, we would like to expand our analysis to focus on selected markets. Our insights are as follows:
U.S. – We anticipate moderate growth for U.S. equities in 2025,...
Global equities rebounded strongly in 2023 and 2024 following the 2022 correction due to the Ukraine-Russia war (see Page 1 of Attachment 1). With Trump back in office, his policies, including tax cuts,...
The MSCI Asia Pacific Ex-Japan Index (-2.4%) fell behind the MSCI World Index (+4.5%) mom in November as US markets raced past all regions after President-elect Donald Trump's decisive win in the 2024...
Korea has been one of the worst-performing markets this year, with the KOSPI Index down 7.51% year-to-date as of November 30, 2024. The recent political drama surrounding South Korean President Yoon Suk...
On 25th November, United States President Donald Trump has announced plans for imposing tariffs on the United States' top 3 trading partners—Canada, Mexico, and China. Trump announced a 25% tariff on all...