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What’s next for China?
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 […]
Category Archive for : ‘Uncategorized’
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Sell in May and go away?
“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 […]
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Driving Sustainable Success: Leading ESG companies in Malaysia
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 […]
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Investment Insights and Strategy Series by PCM – April 2024
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 […]
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PCM Managed Accounts Thrive Amid Malaysia’s Market Challenges (Part 2)
During the first quarter of 2024, resilient economic data propelled global equities, with the MSCI World rising 8.5%. Developed market equities, particularly in the US, Europe and Japan, performed strongly, […]
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5 investment themes of Malaysia to look out for in 2024!
Malaysia market has been under-appreciated with the KLCI only recording 2 positive returns (in 2017 and 2020) over the past 10 years. This is mainly due to foreign fund selling, […]
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Malaysia’s Institutions at the Forefront of ESG Initiatives
In 2021, Malaysia’s Employees Provident Fund (EPF) embarked on a transformative journey towards sustainable investing, setting forth two ambitious sustainable investment objectives. The first target is to achieve a fully […]
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ESG: Catalyst for Enhanced Valuations and Profitability (Part 2)
In our earlier piece, we discussed how ESG stocks tend to enjoy stronger valuation and profitability, attributed to their adept risk management, innovative operational efficiencies, alignment with regulatory compliance, and […]
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Investment Insights and Strategy Series by PCM – March 2024
The MSCI Asia Pacific Ex-Japan Index (+4.3%) slightly grazed past the MSCI World Index (+4.1%) on account of strong market performance from China & Hong Kong. China (+9.4%) & Hong […]
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A glance on “Swiftonomics”: The impact of tourism on a country’s economy
The “Swiftonomics” effect refers to the economic impact generated by Taylor Swift, highlighting her ability to catalyze economic benefits for local communities through specific actions such as her world tour […]
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