Impact of the U.S.–Iran Military Escalation on ESG Investing
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,...
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...