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The 90-Day Breather: Calm Before the Storm?
Markets were in deep blue territory due to concerns over reciprocal tariffs, but staged a sharp relief...
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April 8, 2025
Geopolitical Tensions Intensify: Emerging Opportunities Amid Rising Trade Conflicts
The geopolitical landscape has shifted dramatically following the November 2024 US presidential election,...
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March 27, 2025
Reassessing DEI in the Post-Trump Era
Following the reelection of President Donald Trump, major financial institutions in the U.S. have started...
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March 24, 2025
Climate Risk as Investment Risk: Why ESG Matters in Portfolio Management
Climate change is no longer just an environmental issue—it is a financial one. Increasingly, investors...
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March 14, 2025
ESG Indices Show Resilience Amid Market Decline
Since the start of the year, the Malaysian market has been weak, primarily due to new US regulations on...
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March 13, 2025
Investment Insights and Strategy Series by PCM – March 2025
Both the MSCI Asia Pacific Ex-Japan Index (0.1%) and MSCI World Index (-0.8%) remained flat mom as global...
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