Global Realignment: What Investors Should Watch
Since U.S. President Donald Trump’s return to office in 2025, tariffs have been re-imposed as a central economic tool. By end-August, the U.S. had already collected about $183...
Sakura at a Crossroads: Balancing Risks and Opportunities in Japan
August 29, 2025
Recently, Warren Buffett’s Berkshire Hathaway Inc raised its stakes in Mitsubishi Corp and Mitsui & Co, according to company filings, prompting a sharp rally in trading...
Ukraine–Russia Peace Deal Progress
August 25, 2025
Where the talks stand now? A mid-August leader-level meeting between the United States and Russia catalyzed a push for a framework that pairs a monitored freeze of the front...
Investment Insights and Strategy Series by PCM – August 2025
August 18, 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...