Investment Insights and Strategy Series by PCM – June 2026
The MSCI Asia Pacific Ex-Japan Index (+9.8%) once again outperformed the MSCI World Index (+4.4%) as tech supply chain beneficiaries continued to dominate headlines and...
Investment Insights and Strategy Series by PCM – May 2026
May 22, 2026
The MSCI Asia Pacific Ex-Japan Index (+15.0%) charted its highest monthly gain in 3 years, considerably outclassing the MSCI World Index (+9.4%) as regions with advanced chips...
Staying Invested Through Bear Markets: Think Long Term, Not Short Term
May 12, 2026
Bear markets are never comfortable. When markets fall, the screen turns red, headlines turn negative and portfolio values decline. It is normal to feel uneasy. A common...
Malaysia Value-Up Programme: Catalysing Deep Structural Reform in Capital Markets
April 22, 2026
The introduction of the MY Value Up programme by Bursa Malaysia announced in April 20, 2026 marks a structural shift in Malaysia’s capital market strategy under the broader...
Investment Insights and Strategy Series by PCM – April 2026
April 17, 2026
Market Review (March 2026) The MSCI Asia Pacific Ex-Japan Index (-13.5%) suffered a devastating selloff compared to the MSCI World Index (-6.6%) with emerging markets taking...
The 2026 Hormuz Crisis: How the Conflict Test Global Energy and Asian Resilience The Spark of Conflict and the Current Stalemate
April 16, 2026
The global energy landscape was irrevocably altered on February 28, 2026, when a joint military campaign by the United States and Israel targeted the Iranian regime, aiming to...