Investment Insights and Strategy Series by PCM – Nov 2024
The MSCI Asia Pacific Ex-Japan Index (-4.9%) severely underperformed the MSCI World Index (-2.0%) in October, as China markets reeled back from their September rally, while a...
ESG efforts in Budget 2025
November 4, 2024
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,...
A glimpse on Malaysia Budget 2025
October 28, 2024
Malaysia’s Budget 2025, themed “Reinvigorating the Economy, Driving Reforms, and Prospering the Rakyat,” reflects a strategic focus on balancing economic growth with fiscal...
Investment Insights and Strategy Series by PCM – Oct 2024
October 23, 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...