Investment Insights and Strategy Series by PCM – August 2025
Market Review (July 2025) The MSCI Asia Pacific Ex-Japan Index (+1.9%) continued its lead over the MSCI World Index (+1.2%) for the second consecutive month as US tariff...
Building Malaysia’s Economic Future: Insights from the 13MP
August 12, 2025
Malaysia’s 13th Malaysia Plan (13MP) for 2026–2030 signals a major redirection in how the country plans its development. Framed around the theme “Melakar Semula Pembangunan”...
Anti-Involution Push Gains Momentum as China Targets Quality Growth
August 1, 2025
In July 2025, China launched a sweeping “anti-involution” campaign (反内卷) to combat destructive price wars and industry-wide excess capacity. Unlike the 2015 supply-side...
Malaysia’s CCS Drive Advances National Energy Roadmap
July 25, 2025
Malaysia’s CCS Drive Advances National Energy Roadmap Malaysia’s goal of net-zero emissions by 2050 has put carbon capture and storage (CCS) at the forefront of its...
Understanding Private Mandates and Why Performance May Vary from Model Portfolios
July 22, 2025
Understanding Private Mandates and Why Performance May Vary from Model Portfolios Investing through a private mandate can be an excellent way to tailor your portfolio to your...
Investment Insights and Strategy Series by PCM – July 2025
July 18, 2025
Market Review In June, the MSCI Asia Pacific Ex-Japan Index (+5.3% month-on-month (m-o-m)) outperformed the MSCI World Index (+4.2%m-o-m), owed largely to South Korea’s...