US/Israel–Iran Conflict – Implication and Market Strategy
The escalation between the United States, Israel and Iran in February/March 2026 represents a continuation of the conflict trajectory that began in June 2025. The earlier...
Investment Insights and Strategy Series by PCM – February 2026
February 23, 2026
The MSCI Asia Pacific Ex-Japan Index (+8.0%) skyrocketed in January to kickstart 2026, while the MSCI World Index (+2.2%) was dragged down by underperforming US equities....
Key Reasons Behind the Ringgit’s Strengthening
February 13, 2026
The Malaysian ringgit is finally showing signs of a meaningful turnaround. For much of the past five decades, the currency trended weaker, reflecting slower industrial growth...
Gold: A Simplified Outlook for 2026
February 12, 2026
Why Has Gold Become Popular Recently? Many countries have been gradually diversifying their reserves away from U.S. Treasuries and reducing reliance on the U.S. dollar. This...
2026: The Year AI Evolves from Hype to Strategic Force
January 27, 2026
Artificial intelligence (AI) is rapidly emerging as a central economic and technological force in 2026. Once a speculative buzzword, AI is now reshaping industries, driven by...
Five Key Investment Themes to Watch in 2026
January 20, 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...