Investment Insights and Strategy Series by PCM – April 2024
The MSCI Asia Pacific Ex-Japan Index (+2.3%) modestly lagged the MSCI World Index (+3.0%), mainly dragged by less-than-ideal performance in China/HK and South East Asia....
The MSCI Asia Pacific Ex-Japan Index (+2.3%) modestly lagged the MSCI World Index (+3.0%), mainly dragged by less-than-ideal performance in China/HK and South East Asia....
During the first quarter of 2024, resilient economic data propelled global equities, with the MSCI World rising 8.5%. Developed market equities, particularly in the US, Europe...
Malaysia market has been under-appreciated with the KLCI only recording 2 positive returns (in 2017 and 2020) over the past 10 years. This is mainly due to foreign fund...
In 2021, Malaysia’s Employees Provident Fund (EPF) embarked on a transformative journey towards sustainable investing, setting forth two ambitious sustainable investment...
In our earlier piece, we discussed how ESG stocks tend to enjoy stronger valuation and profitability, attributed to their adept risk management, innovative operational...
The MSCI Asia Pacific Ex-Japan Index (+4.3%) slightly grazed past the MSCI World Index (+4.1%) on account of strong market performance from China & Hong Kong. China...