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Trump’s “One Big Beautiful Bill”: Energy and ESG Implications
President Trump’s “One Big Beautiful Bill” (OBBB), recently passed by the House, proposes significant shifts in U.S. energy policy and...
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China’s EV Giant BYD Risks Becoming “Too Big to Fail” — Echoes of Evergrande?
BYD, China’s dominant electric vehicle (EV) maker, has sparked an industry-wide price war by slashing prices across 22 models — with the...
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Malaysia’s Attractive Appeal Amid Global Volatility
Market sentiment has generally improved following the recent US-China meeting in Geneva. Developments indicate a shift in the US’s stance,...
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Investment Insights and Strategy Series by PCM – May 2025
The MSCI Asia Pacific Ex-Japan Index (+1.4%) continued to outperform the MSCI World Index (+0.7%) for the third month in a row, as US and...
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Dollar Weakness Presents Regional Market Opportunities
The abrupt swings in US policy combined with pressure on the Fed's independence have shaken investor trust in the dollar, which was still...
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Sustainable Investing in Transition: Challenges and Opportunities (Part 2)
In the first quarter of 2025, investors withdrew a record $8.6 billion from sustainable funds, signaling that the backlash against ESG...