Trump’s “One Big Beautiful Bill”: Energy and ESG Implications
President Trump’s “One Big Beautiful Bill” (OBBB), recently passed by the House, proposes significant shifts in U.S. energy policy and takes aim at various environmental,...
China’s EV Giant BYD Risks Becoming “Too Big to Fail” — Echoes of Evergrande?
May 30, 2025
BYD, China’s dominant electric vehicle (EV) maker, has sparked an industry-wide price war by slashing prices across 22 models — with the entry-level Seagull priced at just RMB...
Malaysia’s Attractive Appeal Amid Global Volatility
May 23, 2025
Market sentiment has generally improved following the recent US-China meeting in Geneva. Developments indicate a shift in the US’s stance, with signs of a move toward...
Investment Insights and Strategy Series by PCM – May 2025
May 16, 2025
The MSCI Asia Pacific Ex-Japan Index (+1.4%) continued to outperform the MSCI World Index (+0.7%) for the third month in a row, as US and European markets were still stumbling...
Dollar Weakness Presents Regional Market Opportunities
May 7, 2025
The abrupt swings in US policy combined with pressure on the Fed’s independence have shaken investor trust in the dollar, which was still clearly evident in positioning....
Sustainable Investing in Transition: Challenges and Opportunities (Part 2)
May 2, 2025
In the first quarter of 2025, investors withdrew a record $8.6 billion from sustainable funds, signaling that the backlash against ESG (environmental, social, and governance)...
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