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Investment Insights and Strategy Series by PCM – July 2026
The MSCI Asia Pacific Ex-Japan Index (-1.7%) underperformed the MSCI World Index (-0.8%) as outsized declines in Hong Kong and Indonesia...
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Navigating a Rangebound Malaysian Market
When capital growth becomes a moving target, standing still is rarely an option, but chasing every market fluctuation can leave portfolios...
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Data Centres Are Malaysia’s ESG Stress Test
ESG is often linked with recycling, tree planting, carbon pledges or sustainability reports. These efforts matter, but they do not fully...
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Investment Insights and Strategy Series by PCM – June 2026
The MSCI Asia Pacific Ex-Japan Index (+9.8%) once again outperformed the MSCI World Index (+4.4%) as tech supply chain beneficiaries...
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Investment Insights and Strategy Series by PCM – May 2026
The MSCI Asia Pacific Ex-Japan Index (+15.0%) charted its highest monthly gain in 3 years, considerably outclassing the MSCI World Index...
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Staying Invested Through Bear Markets: Think Long Term, Not Short Term
Bear markets are never comfortable. When markets fall, the screen turns red, headlines turn negative and portfolio values decline. It is...