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Investment Insights and Strategy Series by PCM – Nov 2024
The MSCI Asia Pacific Ex-Japan Index (-4.9%) severely underperformed the MSCI World Index (-2.0%) in October, as China markets reeled back...
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Trump 2.0
With Trump's return for a second presidential term, investors should now shift their focus to how to strategically position themselves...
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ESG efforts in Budget 2025
Budget 2025 builds on the foundations of Budget 2024, showcasing the government's commitment to strengthening the country's fiscal...
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A glimpse on Malaysia Budget 2025
Malaysia’s Budget 2025, themed “Reinvigorating the Economy, Driving Reforms, and Prospering the Rakyat,” reflects a strategic focus on...
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Investment Insights and Strategy Series by PCM – Oct 2024
The MSCI Asia Pacific Ex-Japan Index (+7.5%) blew past the MSCI World Index (+1.7%) mom in September as a slew of much needed policy...
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Malaysia Will Shine, Here’s Why!
The Malaysian market has performed well year-to-date (YTD), with most indices we monitor showing positive returns. The Construction,...