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Middle East Conflict Accelerates the Global Shift Toward Alternative Energy
The recent escalation of tensions in the Middle East has triggered a sharp rise in global oil and gas prices. In late February 2026,...
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ESG in the US: A Tale of Sunshine and Storms
The ESG landscape in the United States is increasingly resembling a season of contrasts — where bright optimism and policy uncertainty...
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Conflict Accelerates ESG Supply Chain Adoption
U.S.-Iran tensions have created severe risks for global supply chains and raw material availability. The Strait of Hormuz remains the...
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Investment Insights and Strategy Series by PCM – March 2026
The MSCI Asia Pacific Ex-Japan Index (+6.0%) continued to trump the MSCI World Index (+0.6%) as chipmakers thrive while big tech takes a...
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Asia’s Energy Wake-Up Call
The US-Israel war with Iran has made abundantly clear how much the world relies on energy from the Gulf region. Since the conflict...
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US/Israel–Iran Conflict – Implication and Market Strategy
The escalation between the United States, Israel and Iran in February/March 2026 represents a continuation of the conflict trajectory that...