Conflict Accelerates ESG Supply Chain Adoption
U.S.-Iran tensions have created severe risks for global supply chains and raw material availability. The Strait of Hormuz remains the primary bottleneck; as a critical...
Investment Insights and Strategy Series by PCM – March 2026
March 30, 2026
The MSCI Asia Pacific Ex-Japan Index (+6.0%) continued to trump the MSCI World Index (+0.6%) as chipmakers thrive while big tech takes a dive. South Korea (+19.5%) maintained...
Asia’s Energy Wake-Up Call
March 19, 2026
The US-Israel war with Iran has made abundantly clear how much the world relies on energy from the Gulf region. Since the conflict began, oil prices have surged above $100...
US/Israel–Iran Conflict – Implication and Market Strategy
March 6, 2026
The escalation between the United States, Israel and Iran in February/March 2026 represents a continuation of the conflict trajectory that began in June 2025. The earlier...
Investment Insights and Strategy Series by PCM – February 2026
February 23, 2026
The MSCI Asia Pacific Ex-Japan Index (+8.0%) skyrocketed in January to kickstart 2026, while the MSCI World Index (+2.2%) was dragged down by underperforming US equities....
Key Reasons Behind the Ringgit’s Strengthening
February 13, 2026
The Malaysian ringgit is finally showing signs of a meaningful turnaround. For much of the past five decades, the currency trended weaker, reflecting slower industrial growth...