Renewed Tariff Threats – How should you position your investments?
Following a three-month pause, the U.S. has revived its tariff offensive. On July 7, President Donald Trump announced a fresh wave of proposed tariffs targeting 14 countries,...
How EU–China Tensions Are Creating ESG Investment Opportunities in Malaysia
July 1, 2025
While much of the world’s attention has focused on US–China rivalry, another important relationship is quietly shifting the global order: EU–China tensions. From clean...
China’s EV Giant BYD Risks Becoming ‘Too Big to Fail’ — Echoes of Evergrande? (Part 2)
June 26, 2025
Following our earlier piece “China’s EV Giant BYD Risks Becoming ‘Too Big to Fail’ — Echoes of Evergrande?”, we continue our analysis of China’s electric vehicle (EV)...
Impact of the U.S.–Iran Military Escalation on ESG Investing
June 23, 2025
Since 13 June 2025, Israel has launched military operations against Iran aimed at halting its alleged nuclear breakout. Thus far, Iran’s oil production and export...
Investment Insights and Strategy Series by PCM – June 2025
June 13, 2025
The MSCI World Index (+5.7%) pulled ahead of the MSCI Asia Pacific Ex-Japan Index (+4.8%) after three months of underperformance on the back of strong US market gains as it...
Trump’s “One Big Beautiful Bill”: Energy and ESG Implications
June 6, 2025
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,...