Investment Insights and Strategy Series by PCM – June 2024
The MSCI Asia Pacific Ex-Japan Index (+1.6%) greatly underperformed the MSCI World Index (+4.2%) in May, mainly due to US market vigor defying the old adage of “Sell in May […]
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The MSCI Asia Pacific Ex-Japan Index (+1.6%) greatly underperformed the MSCI World Index (+4.2%) in May, mainly due to US market vigor defying the old adage of “Sell in May […]
The Malaysian market has performed exceptionally well this year, with the KLCI recording nearly a 10% increase as of May 31, 2024. All sectors have posted positive returns so far […]
In line with the nation’s goal towards sustainability, Phillip Capital Management (PCM) has integrated ESG factors that we attest as material and relevant for a company’s financial performance and long-term […]
In 2006, Bursa Malaysia required issuers listed on the Main and ACE Markets to include disclosures of their corporate social responsibility (CSR) activities or practices in their annual reports. This […]
The MSCI Asia Pacific Ex-Japan Index (+0.3%) stagnated in April but notedly outperformed the MSCI World Index (-3.9%) as major markets such as US (-4.2%) and Japan (-4.9%) retreated after […]
Malaysia witnessed a surge in data centre investments recently, with over 800MW capacity projected in the next five years. Based on Frost & Sullivan’s 2020 forecast, the ASEAN DC market […]
After a prolonged stretch of lacklustre performance in the Chinese (CSI 300 Index) and Hong Kong (Hang Seng Index) stock markets spanning three to four years, there was a significant […]
“Sell in May and go away” is a traditional investment saying that suggests investors should sell their stock holdings in May and reinvest in November, based on the historical underperformance […]
Environmental, Social, and Governance (ESG) considerations have grown increasingly vital for investors as central benchmarks in their investment decisions. FTSE4Good Bursa Malaysia Index and FTSE4Good Bursa Malaysia Shariah Index launched […]
The MSCI Asia Pacific Ex-Japan Index (+2.3%) modestly lagged the MSCI World Index (+3.0%), mainly dragged by less-than-ideal performance in China/HK and South East Asia. Taiwan (+7.0%) and South Korea […]
