The MSCI Asia Pacific Ex-Japan Index (-2.4%) fell behind the MSCI World Index (+4.5%) mom in November as US markets raced past all regions after President-elect Donald Trump’s decisive win […]
Korea has been one of the worst-performing markets this year, with the KOSPI Index down 7.51% year-to-date as of November 30, 2024. The recent political drama surrounding South Korean President […]
On 25th November, United States President Donald Trump has announced plans for imposing tariffs on the United States’ top 3 trading partners—Canada, Mexico, and China. Trump announced a 25% tariff […]
When managing a fund, choosing the right benchmark is crucial. Two common approaches are benchmark return and absolute return. Each serves a different purpose and is suited for specific investment […]
The MSCI Asia Pacific Ex-Japan Index (-4.9%) severely underperformed the MSCI World Index (-2.0%) in October, as China markets reeled back from their September rally, while a last-day pullback dragged […]
With Trump’s return for a second presidential term, investors should now shift their focus to how to strategically position themselves moving forward. We argue that market performance does not necessarily […]
Budget 2025 builds on the foundations of Budget 2024, showcasing the government’s commitment to strengthening the country’s fiscal position. In our latest article, we outlined the key measures from Budget […]
Malaysia’s Budget 2025, themed “Reinvigorating the Economy, Driving Reforms, and Prospering the Rakyat,” reflects a strategic focus on balancing economic growth with fiscal responsibility. The government emphasizes subsidies rationalization, tax […]
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 Malaysian market has performed well year-to-date (YTD), with most indices we monitor showing positive returns. The Construction, Utilities, and Property sectors have led this growth, thanks to the implementation […]
