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Investment Insights and Strategy Series by PCM – June 2025
The MSCI World Index (+5.7%) pulled ahead of the MSCI Asia Pacific Ex-Japan Index (+4.8%) after three...
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June 6, 2025
Trump’s “One Big Beautiful Bill”: Energy and ESG Implications
President Trump’s “One Big Beautiful Bill” (OBBB), recently passed by the House, proposes significant...
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May 30, 2025
China’s EV Giant BYD Risks Becoming “Too Big to Fail” — Echoes of Evergrande?
BYD, China’s dominant electric vehicle (EV) maker, has sparked an industry-wide price war by slashing...
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May 23, 2025
Malaysia’s Attractive Appeal Amid Global Volatility
Market sentiment has generally improved following the recent US-China meeting in Geneva. Developments...
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May 16, 2025
Investment Insights and Strategy Series by PCM – May 2025
The MSCI Asia Pacific Ex-Japan Index (+1.4%) continued to outperform the MSCI World Index (+0.7%) for the...
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May 7, 2025
Dollar Weakness Presents Regional Market Opportunities
The abrupt swings in US policy combined with pressure on the Fed's independence have shaken investor...
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