Investment Insights and Strategy Series by PCM – Oct 2024
The MSCI Asia Pacific Ex-Japan Index (+7.5%) blew past the MSCI World Index (+1.7%) mom in September as a slew of much needed policy catalysts finally materialised to aid China […]
The MSCI Asia Pacific Ex-Japan Index (+7.5%) blew past the MSCI World Index (+1.7%) mom in September as a slew of much needed policy catalysts finally materialised to aid China […]
Chinese equities performed well until May this year, but then experienced a sharp correction due to weaker-than-expected economic growth, low consumption, challenges in the property market, disappointing PMI figures, and […]
In the rapidly evolving landscape of corporate sustainability, Diversity, Equity, and Inclusion (DEI) has emerged as a crucial element of the Environmental, Social, and Governance (ESG) framework. DEI primarily falls […]
The MSCI Asia Pacific Ex-Japan Index (+2.1%) lagged the MSCI World Index (+2.5%) mom in August, owing to significant market declines over the month in key Asian economies. Indonesia (+5.7%) […]
Amid global market volatility, characterized by concerns over a potential recession, China’s economic slowdown, and ongoing trade tensions between the East and the West, ASEAN has emerged as a beacon […]
September has historically been a challenging month for investments. Seasonality could be one of the main factors. This year, volatility could be heightened as we anticipate a potential Fed rate […]
As the world grapples with the need to transition to cleaner energy sources, green hydrogen is emerging as a game-changing solution that could revolutionize the way we produce and use […]
There has been significant progress in the key initiatives outlined under the National Energy Transition Roadmap (NETR). To recall, the first and second phases of the NETR were launched in […]
The MSCI Asia Pacific Ex-Japan Index (-0.2%) remained flat in July, dragged by weak performance in key markets while the MSCI World Index (+1.7%) raced ahead. India (+3.9%) advanced further, […]
Within just a week, the market experienced a significant collapse, causing widespread concern. Investors are scrambling to understand the sudden downturn and its potential long-term effects. We have identified three […]