Investment Insights and Strategy Series by PCM – May 2024
The MSCI Asia Pacific Ex-Japan Index (+0.3%) stagnated in April but notedly outperformed the MSCI World Index (-3.9%) as major markets such as US (-4.2%) and Japan (-4.9%)...
Data Centres in the ESG Era
May 20, 2024
Malaysia witnessed a surge in data centre investments recently, with over 800MW capacity projected in the next five years. Based on Frost & Sullivan’s 2020 forecast, the...
What’s next for China?
May 10, 2024
After a prolonged stretch of lacklustre performance in the Chinese (CSI 300 Index) and Hong Kong (Hang Seng Index) stock markets spanning three to four years, there was a...
Sell in May and go away?
May 3, 2024
“Sell in May and go away” is a traditional investment saying that suggests investors should sell their stock holdings in May and reinvest in November, based on the...
Driving Sustainable Success: Leading ESG companies in Malaysia
April 30, 2024
Environmental, Social, and Governance (ESG) considerations have grown increasingly vital for investors as central benchmarks in their investment decisions. FTSE4Good Bursa...
Investment Insights and Strategy Series by PCM – April 2024
April 19, 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....