Investment Insights and Strategy Series by PCM – Oct 2024
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...
Malaysia Will Shine, Here’s Why!
October 14, 2024
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...
What’s next for China? (2.0)
October 4, 2024
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...
Diversity, Equity, and Inclusion (DEI) as a Key ESG Factor
September 27, 2024
In the rapidly evolving landscape of corporate sustainability, Diversity, Equity, and Inclusion (DEI) has emerged as a crucial element of the Environmental, Social, and...
Investment Insights and Strategy Series by PCM – Sep 2024
September 23, 2024
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....
ASEAN: A Safe Haven Amid Global Market Turbulence
September 13, 2024
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,...
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