Tag: Equity Strategy
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A New Momentum Play: Why Investors Are Pivoting From Big Tech to the Market Rotation
H2: The Pivot Away from Big Tech In recent months, a broad market rotation has emerged, pulling money away from Big Tech leaders and into a wider mix of stocks. The narrative goes beyond isolated concerns about antitrust headlines or regulatory risk. Instead, investors are embracing a momentum trade that favors sectors with improving earnings…
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Our 2026 stock picks for Malaysia: navigating growth opportunities
From 2025’s strong gains to 2026’s opportunities The Edge Malaysia Weekly’s readers were treated to a notable performance in 2025, with our 10 stock picks delivering a 10.3% gain, well above the FBM KLCI’s 3.9% rise. As we close the year, the question on everyone’s mind is: what will drive value in 2026? Our outlook…
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Asian AI Exposure Drives Outperformance: ClearBridge EM Strategy Q3 2025 Commentary
Market and Performance Overview Emerging markets delivered a robust performance in the third quarter of 2025, with a gain of 10.6% as measured by the MSCI Emerging Markets Index. The outperformance versus many developed markets reflected a broad-based rebound in risk assets, supported by improving earnings visibility, policy normalization in key economies, and a favorable…