Investment Insights and Strategy Series by PCM – September 2025
Market Review (August 2025) The MSCI Asia Pacific Ex-Japan Index (+1.4%) lagged the MSCI World Index (+2.5%) despite an exceptionally...
Market Review (August 2025) The MSCI Asia Pacific Ex-Japan Index (+1.4%) lagged the MSCI World Index (+2.5%) despite an exceptionally...
Indonesia has entered a period of political and economic adjustment. On 8 September 2025, President Prabowo removed Sri Mulyani Indrawati...
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...
Recently, Warren Buffett’s Berkshire Hathaway Inc raised its stakes in Mitsubishi Corp and Mitsui & Co, according to company filings,...
Where the talks stand now? A mid-August leader-level meeting between the United States and Russia catalyzed a push for a framework that...
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...