ESG efforts in Budget 2025
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
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
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!
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)
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...