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Anti-Involution Push Gains Momentum as China Targets Quality Growth
In July 2025, China launched a sweeping “anti-involution” campaign (反内卷) to combat destructive price wars and industry-wide excess...
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Malaysia’s CCS Drive Advances National Energy Roadmap
Malaysia’s CCS Drive Advances National Energy Roadmap Malaysia’s goal of net-zero emissions by 2050 has put carbon capture and storage...
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Understanding Private Mandates and Why Performance May Vary from Model Portfolios
Understanding Private Mandates and Why Performance May Vary from Model Portfolios Investing through a private mandate can be an...
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Investment Insights and Strategy Series by PCM – July 2025
Market Review In June, the MSCI Asia Pacific Ex-Japan Index (+5.3% month-on-month (m-o-m)) outperformed the MSCI World Index...
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Renewed Tariff Threats – How should you position your investments?
Following a three-month pause, the U.S. has revived its tariff offensive. On July 7, President Donald Trump announced a fresh wave of...
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How EU–China Tensions Are Creating ESG Investment Opportunities in Malaysia
While much of the world’s attention has focused on US–China rivalry, another important relationship is quietly shifting the global order:...