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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...
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Investment Insights and Strategy Series by PCM – February 2026
The MSCI Asia Pacific Ex-Japan Index (+8.0%) skyrocketed in January to kickstart 2026, while the MSCI World Index (+2.2%) was dragged down...
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Key Reasons Behind the Ringgit’s Strengthening
The Malaysian ringgit is finally showing signs of a meaningful turnaround. For much of the past five decades, the currency trended weaker,...