With Trump's return for a second presidential term, investors should now shift their focus to how to strategically position themselves moving forward. We argue that market performance does not necessarily...
Budget 2025 builds on the foundations of Budget 2024, showcasing the government's commitment to strengthening the country's fiscal position. In our latest article, we outlined the key measures from Budget...
Malaysia’s Budget 2025, themed “Reinvigorating the Economy, Driving Reforms, and Prospering the Rakyat,” reflects a strategic focus on balancing economic growth with fiscal responsibility. The government...
The MSCI Asia Pacific Ex-Japan Index (+7.5%) blew past the MSCI World Index (+1.7%) mom in September as a slew of much needed policy catalysts finally materialised to aid China ailing economy. China...
The Malaysian market has performed well year-to-date (YTD), with most indices we monitor showing positive returns. The Construction, Utilities, and Property sectors have led this growth, thanks to the...
Chinese equities performed well until May this year, but then experienced a sharp correction due to weaker-than-expected economic growth, low consumption, challenges in the property market, disappointing...
In the rapidly evolving landscape of corporate sustainability, Diversity, Equity, and Inclusion (DEI) has emerged as a crucial element of the Environmental, Social, and Governance (ESG) framework. DEI...
The MSCI Asia Pacific Ex-Japan Index (+2.1%) lagged the MSCI World Index (+2.5%) mom in August, owing to significant market declines over the month in key Asian economies. Indonesia (+5.7%) and Philippines...
Amid global market volatility, characterized by concerns over a potential recession, China's economic slowdown, and ongoing trade tensions between the East and the West, ASEAN has emerged as a beacon of...