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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...
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Malaysia Value-Up Programme: Catalysing Deep Structural Reform in Capital Markets
The introduction of the MY Value Up programme by Bursa Malaysia announced in April 20, 2026 marks a structural shift in Malaysia’s capital...
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Investment Insights and Strategy Series by PCM – April 2026
Market Review (March 2026) The MSCI Asia Pacific Ex-Japan Index (-13.5%) suffered a devastating selloff compared to the MSCI World Index...
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The 2026 Hormuz Crisis: How the Conflict Test Global Energy and Asian Resilience The Spark of Conflict and the Current Stalemate
The global energy landscape was irrevocably altered on February 28, 2026, when a joint military campaign by the United States and Israel...