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បន្ទប់ព័ត៌មាន
ក្រុមហ៊ុនបេនចារ៉ាន អ៊ែសេត មេនេចម៉ិន (ខេមបូឌា) ម.ក លើកកម្ពស់ការវិនិយោគលើគម្រោងវិនិយោគរួមនៅវិទ្យាស្ថានពហុបច្ចេកទេសព្រះកុសុមៈ
នាព្រឹកថ្ងៃទី០៨ ខែកក្កដា ឆ្នាំ២០២៥ ដោយមានការអនុញ្ញាតពីក្រុមហ៊ុនបេនចារ៉ាន អ៊ែសេត មេនេចម៉ិន (ខេមបូឌា) ម.ក លោក តាំង ហយ បុគ្គលិកផ្នែកច្បាប់និងអនុលោមភាព បានធ្វើបទបង្ហាញប្រកបដោយអត្ថន័យ ស្ដីពី "ការវិនិយោគលើគម្រោងវិនិយោគរួម" នៅវិទ្យាស្ថានពហុបច្ចេកទេសព្រះកុសុមៈ។ ការធ្វើបទបង្ហាញនេះ ត្រូវបានធ្វើឡើងក្នុងសិក្ខាសាលាបណ្ដុះបណ្ដាលស្ដីពី "ការវិនិយោគឆ្លាតវៃ" ដែលរៀបចំឡើងដោយក្រុមហ៊ុនមូលបត្រ អេស៊ីលីដា ម.ក ដោយមានការគាំទ្រពី និយ័តករមូលបត្រកម្ពុជា ផ្សារមូលបត្រកម្ពុជា និងវិទ្យាស្ថានពហុបច្ចេកទេសព្រះកុសុមៈ និងមានគោលបំណងក្នុងការលើកកម្ពស់ចំណេះដឹងហិរញ្ញវត្ថុ និងលើកកម្ពស់ការវិនិយោគប្រកបដោយភាពឆ្លាតវៃចំពោះនិស្សិតនៃវិទ្យាស្ថាន។
នាយកដ្ឋានគ្រប់គ្រងការវិនិយោគមូលនិធិសន្តិសុខសង្គម នៃបេឡាជាតិសន្តិសុខសង្គម (ប.ស.ស.) ជួបប្រជុំពិភាក្សាដំបូងលើការស្វែងរកឱកាសវិនិយោគជាមួយនឹងក្រុមហ៊ុនបេនចារ៉ាន អ៊ែសេត មេនេចម៉ិន (ខេមបូឌា) ម.ក
ភ្នំពេញ, ព្រះរាជាណាចក្រកម្ពុជា, ថ្ងៃទី៤ ខែមិថុនា ឆ្នាំ២០២៥ តាមរយៈការអនុវត្តការងារជាផ្នែកមួយនៃយន្តការត្រួតពិនិត្យបន្តលើប្រព័ន្ធសន្តិសុខសង្គមរបស់ព្រះរាជាណាចក្រកម្ពុជា កិច្ចប្រជុំក្របខណ្ឌកម្រិតដំបូងត្រូវបានរៀបចំឡើងរវាង នាយកដ្ឋានគ្រប់គ្រងការវិនិយោគមូលនិធិសន្តិសុខសង្គម នៃបេឡាជាតិសន្តិសុខសង្គបេឡាជាតិ (ប.ស.ស.) និងក្រុមហ៊ុនបេនចារ៉ាន អ៊ែសេត មេនេចម៉ិន (ខេមបូឌា) ម.ក។ ប.ស.ស. បានទទួលស្វាគមន៍យ៉ាងកក់ក្ដៅចំពោះគណៈប្រតិភូសំខាន់ៗពីក្រុមហ៊ុនបេនចារ៉ាន អ៊ែសេត មេនេចម៉ិន (ខេមបូឌា) ម.ក ដែលដឹកនាំដោយ លោក Eric Loo នាយកប្រតិបត្តិនិងអភិបាលប្រតិបត្តិ ដើម្បីពិភាក្សាស្វែងរកឱកាសនៃការវិនិយោគ។ កិច្ចប្រជុំនេះបានអញ្ជើញដឹកនាំដោយសមាជិកក្រុមប្រឹក្សាភិបាលចំនួនពីររូប ដែលមកពីក្រុមហ៊ុន Banjaran Asset Management Pte Ltd (BAMPL) នៅប្រទេសសិង្ហបុរី ដែលចូលរួមកិច្ចប្រជុំនេះជាពិសេស។ គោលបំណងស្នូលរបស់ ប.ស.ស. រួមមានការលើកកម្ពស់អត្ថប្រយោជន៍នៃរបបសន្តិសុខសង្គមសម្រាប់ពលរដ្ឋកម្ពុជា និងធានាឱ្យបាននូវការគ្រប់គ្រងមូលនិធិរបស់ខ្លួនប្រកបដោយភាពប្រុងប្រយ័ត្ន និងការចូលរួមចំណែកយ៉ាងសំខាន់ក្នុងកិច្ចអភិវឌ្ឍជាតិ។ កិច្ចប្រជុំនេះបានពិភាក្សាយ៉ាងស៊ីជម្រៅទៅលើផលិតផល និងសេវាកម្មរបស់ ក្រុមហ៊ុនបេនចារ៉ាន អ៊ែសេត មេនេចម៉ិន (ខេមបូឌា) ម.ក ពាក់ព័ន្ធនឹងការវិនិយោគមូលនិធិសន្តិសុខសង្គម។ ភាគីទាំងពីរបានសម្ដែងនូវការសាទរយ៉ាងខ្លាំងចំពោះកិច្ចប្រជុំពិភាក្សាគ្នាជាលើកដំបូង ដើម្បីស្គាល់គ្នាទៅវិញទៅមកពីគោលដៅ និងសេវាកម្មរបសល់ស្ថាប័នទាំងពីរ។ តំណាង ប.ស.ស. បានស្វាគមន៍និងបង្ហាញនូវសេចក្ដីអំណរចំពោះផលិតផល សេវាកម្ម និងយុទ្ធសាស្ត្រយ៉ាងសកម្មរបស់ក្រុមហ៊ុនបេនចារ៉ាន អ៊ែសេត មេនេចម៉ិន (ខេមបូឌា) ម.ក។ កិច្ចប្រជុំនេះបានបញ្ចប់ប្រកបដោយស្មារតីនៃការប្ដេជ្ញាចិត្តខ្ពស់ និងសង្ឃឹមថាស្ថាប័នទាំងពីរនឹងមានកិច្ចសហការវិនិយោគនាពេលខាងមុខ។
ភាពជោគជ័យនៃការរៀបចំកម្មវិធីបណ្ដុះបណ្ដាលស្ដីពីគម្រោងវិនិយោគរួមនៅខេត្តកំពង់ចាម
ខេត្តកំពង់ចាម - ព្រះរាជាណាចក្រកម្ពុជា - ថ្ងៃទី៣០ ខែឧសភា ឆ្នាំ២០២៥៖ វគ្គបណ្ដុះបណ្ដាលស្ដីពី “ការវិនិយោគលើគម្រោងវិនិយោគរួម” ត្រូវបានរៀបចំឡើងដោយប្រកបដោយភាពជោគជ័យ ដែលធ្វើឡើងនៅខេត្តកំពង់ចាម និងបានផ្ដល់នូវចំណេះដឹងសំខាន់ៗពាក់ព័ន្ធនឹងឱកាសវិនិយោគសម្រាប់សិក្ខាកាម។ ត្រូវបានរៀបចំឡើងដោយក្រុមហ៊ុនមូលបត្រ អេស៊ីលីដា និងសហការគាំទ្រដោយក្រុមហ៊ុនបេនចារ៉ាន អ៊ែសេត មេនេចម៉ិន (ខេមបូឌា) ម.ក កម្មវិធីនេះត្រូវបានប្រព្រឹត្តទៅនៅសាកលវិទ្យាល័យជាតិជាស៊ីមកំចាយមារ សាខាខេត្តកំពង់ចាម។ លោក វាសនា មុនីរាជ បុគ្គលិកផ្នែកប្រតិបត្តិការនៃក្រុមហ៊ុនបេនចារ៉ាន អ៊ែសេត មេនេចម៉ិន (ខេមបូឌា) ម.ក ជាវាគ្មិនធ្វើបទបង្ហាញអំពីប្រធានបទស្ដីពី “ការវិនិយោគលើគម្រោងវិនិយោគរួម”។ លោក បានពន្យល់យ៉ាងក្បោះក្បាយនិងស៊ីជម្រៅពាក់ព័ន្ធនឹងគម្រោងវិនិយោគរួម ដូចជាសារៈប្រយោជន៍ ហានិភ័យ និងវិធីសាស្ត្រដែលវិនិយោគិននីមួយៗអាចចូលរួមវិនិយោគក្នុងគម្រោងវិនិយោគនេះ។ កម្មវិធីបណ្ដុះបណ្ដាលនេះមានគោលបំណងលើកកម្ពស់ការយល់ដឹងហិរញ្ញវត្ថុ និងលើកទឹកចិត្តខ្ពស់ដល់សិក្ខាកាមដែលមានចំណេះដឹងសមស្របដើម្បីធ្វើការសម្រេចចិត្តប្រកបដោយការយល់ដឹង។ កម្មវិធីបណ្ដុះបណ្ដាលនេះ ត្រូវបានសង្កេតឃើញថាមានការចូលរួមដ៏សកម្មពីសំណាក់បណ្ដាសិក្ខាកាម ដោយមានការចូលរួមក្នុងកិច្ចពិភាក្សានិងវគ្គសំណួរចម្លើយ ព្រមទាំងការបង្ហាញពីចំណាប់អារម្មណ៍ក្នុងការស្វែងយល់ពីយុទ្ធសាស្ត្រវិនិយោគ។ គំនិតផ្ដួចផ្ដើមរៀបចំកម្មវិធីបណ្ដុះបណ្ដាលនេះ សបញ្ជាក់អំពីការប្ដេជ្ញាចិត្តរបស់ក្រុមហ៊ុនមូលបត្រ អេស៊ីលីដា ម.ក និងក្រុមហ៊ុនបេនចារ៉ាន អ៊ែសេត មេនេចម៉ិន (ខេមបូឌា) ម.ក ក្នុងការជំរុញការអប់រំនិងការអភិវឌ្ឍផ្នែកហិរញ្ញវត្ថុ នៅទូទាំងសហគមន៍កម្ពុជា។
Banjaran AMC at DMUC Careers Fair 2025!
We were proud to be a part of the De Montfort University of Cambodia (DMUC) Careers Fair 2025, an exciting and vibrant event that brought together over 80 leading organizations from sectors including banking, healthcare, hospitality, NGOs, education, and technology. Our team at Banjaran Asset Management (Cambodia) Plc. had a fantastic time engaging with students, recent graduates, and jobseekers who were eager to learn more about the financial and investment industry. From sharing insights into fund management and financial planning to discussing career paths within the non-bank financial sector, our booth was buzzing with conversations, questions, and meaningful connections. We also had interactive activities, giveaways, and plenty of one-on-one discussions with future professionals passionate about shaping Cambodia’s financial future. A heartfelt thank you to all the enthusiastic visitors who stopped by our booth, and to DMUC for hosting such a dynamic platform for employers and jobseekers to connect.
Cambodia's First Fund Roadshow 2.0, a Success in Prey Veng
Phnom Penh, Cambodia – May 10, 2025 – The second leg of Cambodia’s First Fund Subscription Roadshow 2.0 concluded successfully on 10 May 2025, at ACLEDA Bank Plc. in Prey Veng province. The initiative, a collaborative effort between Banjaran Asset Management (Cambodia) Plc. and ACLEDA Securities Plc, also included participation from several local ACLEDA Bank branches, including Pea Reang, Svay Antor, and Peam Ro. Banjaran AMC expressed their gratitude to all attendees for their support in making the event a success. The roadshow aims to introduce the BAMC Asia Equity Fund (BAEF) to a wider audience across Cambodia. Following the successful event in Prey Veng, the roadshow is set to continue its journey, bringing investment opportunities to more provinces throughout May and June 2025.
លោក Eric Loo នាយកប្រតិបត្តិនៃក្រុមហ៊ុន បេនចារ៉ាន អ៊ែសេត មេនេចម៉ិន (ខេមបូឌា) ម.ក បានចូលរួមក្នុងកិច្ចប្រជុំថ្នាក់ដឹកនាំជាន់ខ្ពស់ជាមួយនិយ័តករបរធនបាលកិច្ច (ន.ប.ធ.) ស្តីពីការអភិវឌ្ឍវិស័យហិរញ្ញវត្ថុមិនមែនធនាគារ
រាជធានីភ្នំពេញ ព្រះរាជាណាចក្រកម្ពុជា ថ្ងៃទី៧ ខែឧសភា ឆ្នាំ២០២៥ ក្រុមហ៊ុន បេនចារ៉ាន អ៊ែសេត មេនេចម៉ិន(ខេមបូឌា) ម.ក តំណាងដោយ លោក Eric Loo នាយកប្រតិបត្តិ រួមជាមួយ ក្រុមហ៊ុន Lion Trust Group បានជួបប្រជុំជាមួយនិយ័តករបរធនបាលកិច្ច (ន.ប.ធ.) នៃព្រះរាជាណាចក្រកម្ពុជា។ កិច្ចប្រជុំនេះដឹកនាំដោយ ឯកឧត្តម សុខ ដារ៉ា អគ្គនាយកនៃនិយ័តករបរធនបាលកិច្ច (ន.ប.ធ.) ហើយបានផ្តោតលើការជំរុញការអភិវឌ្ឍវិស័យហិរញ្ញវត្ថុមិនមែនធនាគារ និងការពង្រឹងក្របខណ្ឌបទប្បញ្ញត្តិនៅព្រះរាជាណាចក្រកម្ពុជា។ កិច្ចពិភាក្សាយុទ្ធសាស្ត្រនេះបានបង្ហាញពីការប្តេជ្ញាចិត្តរួមគ្នារវាងស្ថាប័ននិយ័តករ និងថ្នាក់ដឹកនាំក្នុងវិស័យឯកជន ក្នុងការជំរុញកំណើន នវានុវត្តន៍ និងការកសាងទំនុកចិត្តប្រកបដោយចីរភាពសម្រាប់ប្រព័ន្ធអេកូហិរញ្ញវត្ថុនៃព្រះរាជាណាចក្រកម្ពុជា។ ប្រធានបទសំខាន់មួយនៃកិច្ចប្រជុំនេះ គឺការផ្តោតជាយុទ្ធសាស្ត្ររបស់ និយ័តករបរធនបាលកិច្ច (ន.ប.ធ.) លើការពង្រីករចនាសម្ព័ន្ធបរធនបាលកិច្ច (Trust Structures) ជាពិសេស បរធនបាលកិច្ចគ្រួសារ (Family Trusts) ដែលជាមូលដ្ឋានគ្រឹះសម្រាប់ការការពារទ្រព្យសម្បត្តិ និងការផ្ទេរទ្រព្យសម្បត្តិពីជំនាន់មួយទៅជំនាន់មួយ។ សម្រាប់ក្រុមហ៊ុនគ្រប់គ្រងទ្រព្យសកម្មដូចជា ក្រុមហ៊ុន បេនចារ៉ាន អ៊ែសេត មេនេចម៉ិន(ខេមបូឌា) ម.ក ក្របខណ្ឌទាំងនេះគឺជាយន្តការដ៏សំខាន់មួយក្នុងការជួយបុគ្គលដែលមានទ្រព្យសម្បត្តិខ្ពស់និងអាជីវកម្មមួយចំនួន អាចការពារនិងរក្សាស្ថិរភាពហិរញ្ញវត្ថុរយៈពេលវែងរបស់ខ្លួនបាន ខណៈដែលធានាបាននូវការរៀបចំផែនការសន្តតិកម្មប្រកបដោយភាពរលូន ដែលកំពុងក្លាយជាអាទិភាពកាន់តែសំខាន់នៅក្នុងបរិបទសេដ្ឋកិច្ចកម្ពុជាដែលកំពុងមានការវិវត្តឥតឈប់ឈរ។ កិច្ចសន្ទនានេះមានសង្គតិភាពនិងទំនាក់ទំនងយ៉ាងជិតស្និទ្ធជាមួយនឹងបេសកកម្មក្នុងការអភិវឌ្ឍទីផ្សាររបស់និយ័តករបរធនបាលកិច្ច (ន.ប.ធ.) ដែលកំពុងអនុវត្តជាបន្តបន្ទាប់ ដូចជាសិក្ខាសាលាស្ដីពី “បរធនបាលកិច្ចគ្រួសារ៖ផែនការតជំនាន់” ដែលបានរៀបចំឡើងនៅថ្ងៃទី២៩ ខែមេសា ឆ្នាំ២០២៥ នៅសណ្ឋាគារ សុខា ភ្នំពេញ។ សិក្ខាសាលានេះត្រូវបានរៀបចំឡើងដោយសហការជាមួយ Phillip Trustee (Cambodia) និង Phillip Capital (Singapore) ដោយបានផ្តល់នូវចំណេះដឹងស៊ីជម្រៅអំពីឧត្តមបទពិសោធន៍នៅក្នុងតំបន់ ព្រមទាំងយុទ្ធសាស្ត្រដែលត្រូវបានរៀបចំឱ្យសមស្របទៅនឹងបរិបទទីផ្សារកម្ពុជា ដើម្បីឱ្យស្ថាប័ន និងក្រុមហ៊ុននានាអាចយកទៅអនុវត្ត និងទាញយកអត្ថប្រយោជន៍ក្នុងទីផ្សារក្នុងស្រុកបានប្រកបដោយប្រសិទ្ធភាព។ ដោយឆ្លុះបញ្ចាំងពីបរិបទដ៏សកម្មនេះ ការចូលរួមយ៉ាងសកម្មរបស់ក្រុមហ៊ុន បេនចារ៉ាន អ៊ែសេត មេនេចម៉ិន (ខេមបូឌា) ម.ក ជាមួយ ន.ប.ធ. បានបង្ហាញពីការប្តេជ្ញាចិត្តរបស់ក្រុមហ៊ុនក្នុងការចូលរួមចំណែកកសាងវិស័យបរធនបាលកិច្ចនៅកម្ពុជា ឱ្យកាន់តែមានភាពរស់រវើក ទំនើប និងមានការចូលរួមយ៉ាងទូលំទូលាយ។ តាមរយៈការរក្សាទំនាក់ទំនងសហការយ៉ាងជិតស្និទ្ធជាមួយស្ថាប័ននិយ័តករ ក្រុមហ៊ុនមានគោលបំណងអភិវឌ្ឍដំណោះស្រាយហិរញ្ញវត្ថុប្រកបដោយនវានុវត្តន៍ដែលអាចឆ្លើយតបដោយផ្ទាល់ទៅនឹងតម្រូវការក្នុងការការពារនិងថែរក្សាទ្រព្យសម្បត្តិរយៈពេលវែងរបស់សមាជិកគ្រួសារក្នុងស្រុក ក៏ដូចជាបណ្តាវិនិយោគិនជានីតិបុគ្គល។ សន្ទុះនៃកិច្ចសហប្រតិបត្តិការនេះ បានបន្តពង្រឹងលើមូលដ្ឋាននៃការចូលរួមអនុលោមតាមបទប្បញ្ញត្តិ រួមទាំងកិច្ចពិភាក្សាកាលពីពេលកន្លងមក រវាង ឯកឧត្តម ណី សាកល អគ្គនាយករងនៃ ន.ប.ធ. តំណាងឯកឧត្តម សុខ ដារ៉ា អគ្គនាយកនៃ ន.ប.ធ. និងថ្នាក់ដឹកនាំរបស់ក្រុមហ៊ុន Lion Trust (Singapore) Limited។ ក្រោមកិច្ចខិតខំប្រឹងប្រែងរបស់និយ័តករបរធនបាលកិច្ច (ន.ប.ធ.) ក្នុងការជំរុញយ៉ាងសកម្មដល់ការអភិវឌ្ឍ និងការប្រើប្រាស់សេវាបរធនបាលកិច្ចទាំងនេះ កិច្ចសហការជាបន្តបន្ទាប់ជាមួយស្ថាប័នឯកទេសដូចជា ក្រុមហ៊ុនបេនចារ៉ាន អ៊ែសេត មេនេចម៉ិន (ខេមបូឌា) ម.ក ត្រូវបានរំពឹងថានឹងមានសក្តានុពលខ្ពស់ក្នុងការលើកកម្ពស់កម្រិតវិជ្ជាជីវៈ ទំនើបកម្ម និងភាពស៊ីជម្រៅនៃវិស័យហិរញ្ញវត្ថុកម្ពុជាទាំងមូល ដោយជួយបង្កើតបរិយាកាសវិនិយោគនិងការគ្រប់គ្រងទ្រព្យសម្បត្តិកាន់តែមានប្រសិទ្ធភាព និងស្របតាមស្តង់ដារអន្តរជាតិ។
Banjaran Asset Management Shares Insights on Risk Management in CIS at SERC’s 29th Training
Banjaran Asset Management Highlights Risk Management in CIS at SERC’s 29th Securities Sector Training On the morning of April 28, 2025, Mr. Veasna Monireach, Operation Department Representative of Banjaran Asset Management (Cambodia) Plc., delivered an insightful presentation on Risk Management in Collective Investment Schemes (CIS) during the 29th Training, Examination, and Continuing Professional Education event. The event was organized by the Securities and Exchange Regulator of Cambodia (SERC) and held at the Business Development Center. Mr. Monireach’s presentation emphasized the importance of robust risk management practices within CIS operations to ensure investor protection, regulatory compliance, and sustainable fund performance. Through real-world examples and best practices, he highlighted Banjaran's commitment to strengthening Cambodia’s investment fund industry and promoting professional excellence in the securities sector. This engagement underscores Banjaran’s ongoing contribution to the growth, education, and innovation of Cambodia’s financial markets.
Experience Sharing on Cambodia’s First CIS Fund at SERC’s 29th Securities Sector Training
Banjaran Asset Management Shares Experience on Cambodia’s First Collective Investment Scheme Fund at SERC Event On the morning of April 25, 2025, Mr. Nhem Sopaul, Corporate Manager of Banjaran Asset Management (Cambodia) Plc., delivered a keynote presentation during the 29th Training, Examination, and Continuing Professional Education event organized by the Securities and Exchange Regulator of Cambodia (SERC). The event was held at the Business Development Center, bringing together professionals across Cambodia’s securities sector. Mr. Sopaul shared valuable insights on the Experience of Issuing the First Collective Investment Scheme (CIS) Fund in Cambodia, along with an overview of asset management and fund operations. His presentation highlighted Banjaran’s role as a pioneer in the local fund management space and its commitment to supporting the development of Cambodia’s capital markets through innovation, transparency, and investor education. The event marked another significant milestone in fostering professional excellence and knowledge-sharing in the financial sector, further reinforcing Banjaran’s position as a leader in the Cambodian investment landscape.
Banjaran Asset Management (Cambodia) Plc. at the Cambodia-ASEAN Business Summit 2025
The Cambodian ASEAN Business Summit 2025: “Accelerating ASEAN’s Connectivity” People, Infrastructure, and Trade The Cambodia ASEAN Business Summit 2025 served as a dynamic platform to foster economic cooperation and development within the ASEAN region, specifically showcasing Cambodia's growing role in regional economic integration. Held at Sofitel Phnom Penh Phokeethra on March 6th, 2025, the summit brought together government officials, business leaders, and experts under the theme "Accelerating ASEAN's Economic Integration." This summit underscored Cambodia's dedication to sustainable and inclusive growth, as outlined in the Royal Government of Cambodia’s policy, while aligning with ASEAN’s overarching economic objectives. The event targeted CEOs, senior executives, entrepreneurs, investors, policymakers, and thought leaders from across ASEAN, representing diverse industries and sectors. It was with great honor that the summit was presided over by Samdech Moha Borvor Thipadei Hun Manet, Prime Minister of the Kingdom of Cambodia. Attendees heard directly from the Prime Minister about the Royal Government’s commitment to supporting ASEAN businesses and fostering shared prosperity. Beyond insightful discussions, the summit provided ample opportunities for networking and collaboration. A networking lunch, accompanied by the Cambodia Investment Showcase, allowed participants to connect with business leaders and explore investment opportunities in key sectors. Additionally, the Business Matching sessions facilitated pre-arranged B2B meetings, fostering potential partnerships and collaborations. The Closing Ceremony summarized key takeaways and issued a call to action for continued collaboration and investment in ASEAN, concluding with a networking reception where attendees further built relationships. The Cambodia ASEAN Business Summit 2025 was a pivotal event, attracting a diverse audience and contributing significantly to accelerating economic growth, strengthening regional integration, and promoting sustainable development in Cambodia and the ASEAN region. The Program of Cambodia ASEAN Business Summit 2025: * Keynote Speeches by H.E. Keo Rottanak, Minister of Mines and Energy Panel Discussion 1: Building ASEAN's Future: Infrastructure Development and Regional Connectivity This panel explored the vital role of infrastructure development in driving economic growth and regional integration within ASEAN. The discussion delved into the importance of physical infrastructure, digital connectivity, and the ASEAN Energy Grid (AEG), focusing on how these elements contribute to a more integrated and prosperous region. Panel Discussion 2: Driving Prosperity Through Trade and Investment This panel examined how ASEAN leveraged trade and investment to drive economic growth and development across the region. Key strategies, initiatives, and partnerships that shaped ASEAN's economic landscape were explored. Panelists: - H.E. Sun Chanthol, Deputy Prime Minister, First Vice-Chairman of the Council for the Development of Cambodia. - H.E. Cham Nimul, Minister of Commerce, Cambodia. - H.E. Kong Vibol, Minister attached to the Prime Minister, Director General of the General Department of Taxation, Cambodia. - Mr. Chan Sopheap, Deputy Director General, General Department of Customs and Excise, Cambodia. - H.E. Sou Socheat, Director General of the Securities and Exchange Regulator of Cambodia. Panel Discussion 3: Human Capital: Key to Trade and Infrastructure Development This panel discussed the critical role of human capital in driving trade and infrastructure development across ASEAN. Prominent voices from ASEAN member states explored how investing in human capital could unlock the region's economic potential. Panelists: - H.E. Heng Suor, Minister of Labor and Vocational Training, Cambodia. - H.E. Hem Vanndy, Minister of Industry, Science, Technology and Innovation (MISTI), Cambodia. - Mr. Parson Lam, Director of Hong Kong Economic and Trade Office in Bangkok, Government of Hong Kong Special Administrative Region. - Mr. Sheanghai Lao, Division Chief Human Resources Officer, Wing Bank (Cambodia) Plc. Moderated by: Mr. Casey Barnett, President of the American Chamber of Commerce in Cambodia (AmCham) Pictures credited to ASSOCIATION OF SOUTHEAST ASIAN NATIONS
ទស្សនៈទីផ្សារ
2026 April Market Outlook: From Conflict Shock to Market Strength — What’s Driving the Recovery
Major indices across the countries tumbled in March but abruptly spiked in April upon the announcement of US-Iran peace talks, though the US Navy continues its blockade of the Strait of Hormuz. Record highs in the tech-heavy S&P 500 and strong US corporate earnings reaffirm the market’s resilience throughout the conflict, particularly for demand in technology. Similarly, Asian markets tracked US gains and rallied in April; South Korea’s Kospi and Japan’s Nikkei were also driven by technology related optimism and de-escalation relief. Singapore’s central bank tightened monetary policy while the Bank of Japan cooled rate hike expectations. The situation in China remains mixed with continued weak domestic demand and an ongoing property sector drag, while local banks have outpaced broader market since the war broke out. As markets rebounded and risk sentiment improved in April, we remain highly selective in stock selection while diversifying across markets, maintaining our disciplined, bottom-up approach to portfolio construction.
2026 March Market Outlook: Markets Under Pressure as Geopolitical Tensions Rise
The US-Israel war with Iran has created a delicate balancing act between investing for resilient growth and managing geopolitical volatility. While a "soft landing" remains the baseline for many advanced economies, the landscape has grown more complex following the late-February shocks. On interest rate watch, the US Fed is expected to maintain a "higher-for-longer" stance to counter inflationary pressures from rising energy cost, and to a lesser extent the new 15% global tariffs. Markets are pricing in a sustained "war premium" in energy. With Brent crude hovering near $100, any further escalation in the Middle East could reignite global supply-side inflation, which may lead to extended high-interest-rate environment and hence leading to a sharp global economic slowdown. In China, it has largely stayed away from the Middle East war though it has urged US and Israel to de-escalate and stop its aggression against its ally, Iran. China is amongst the most affected countries by the closure of the Strait of Hormuz, though Iran has allowed some Chinese-flagged oil tankers to transit through. Meanwhile, all eyes are on the implementation of the 15th Five-Year Plan. Success hinges on whether Beijing’s "New Quality Productive Forces" can offset the structural drag of its property sector. After the February technology sector correction and in this current environment of heightened volatility, we remain highly selective in the technology sector while diversifying across markets, maintaining our disciplined, bottom-up approach to portfolio construction.
2026 February Market Outlook: From U.S. Policy Turmoil to Mixed Signals Across Asia
The geopolitical scene in the US has been uncertain and volatile. The January jobs report exceeded expectations, though employment gains were largely concentrated in the healthcare sector. Kevin Warsh, known for his hawkish stance, has been nominated as the next Federal Reserve Chair, though this remains to be confirmed by the Senate. In the past week, the Supreme Court has ruled against President Trump’s International Emergency Economic Powers Act (“IEEPA”) tariffs. In return, the Trump administration acted quickly to impose 10% global tariffs, and immediately raised to 15% that will remain effective for 150 days under a separate trade law. These developments have contributed to a weakening US dollar, which is further exacerbated by rising US-Iran military tensions. Gold extended its rally and reached new highs, while silver surrendered most of its gains. Investors remain cautious amid sharp swings in these traditional safe haven assets. In Asia, market performance has been mixed. Indonesia experienced its largest stock crash since 1998, whereas South Korea and Taiwan delivered strong returns. Markets have shown heightened sensitivity to the external macro environment, resulting in intermittent pullbacks. Most recently, Chinese stocks rose as IEEPA tariffs were removed as China is set to face lower duties on shipments to the US. The Shanghai Composite and Hang Seng indexes also experienced recent declines, as is expected due to thin trading volumes during the Lunar New Year holiday season. Overall sentiment towards Asian equity markets amid the uncertain global political climate remains positive. Against this backdrop, we continue to diversify across different markets and sectors while remaining selective to stock selection, particularly within the technology sector. We continue to maintain a disciplined, bottom-up approach in portfolio construction.
2026 January Market Outlook: A Month That Redirected Market Attention
The New Year began with subdued volatility, but the calm was subsequently shattered by geopolitical events, notably US’s desire to take over Greenland for its strategic Arctic Circle argument. Demand for gold and silver skyrocketed with prices hitting new fresh highs. However, these high precious metal prices can create a range of challenges for precious metal-dependent industries like solar panel makers and EV producers which use silver as part of their components in their production. This may further impact the profitability of the solar panel makers which are already facing an oversupply situation. Asian markets started the year mixed but with some positive moves. Several key themes are driving the markets, central amongst them is a strong Asian IPO pipeline especially in Hong Kong and India. Other country-specific themes that are driving the markets include the deployment of funds from the Equity Market Development Programme in Singapore. The Korean Kospi has exceeded their President’s target, with technology companies fueling the rally on accelerated semiconductor demand. China surprised with an export outperformance with a record 2025 trade surplus, plus resurgent interests in AI-related tech names. While in Japan, performance is mixed where there are concerns with the volatility and soaring yields in the Japanese Government Bonds market. In 2025, US technology stocks dominated investor attention for much of the year, later turning to precious metals commodities. This period also underscored the importance of diversification and currency exposure beyond the US. With growth now amplifying across global markets, moderate softening of the US dollar may act as a drag on returns from US assets. Against this backdrop, we retain our emphasis on broadening exposure to other markets and sectors while being mindful of our stock selection, particularly in the technology sector. We continue to maintain a disciplined, bottom-up fundamental approach in portfolio construction.
2025 December Market Outlook: Protecting Value as Risks Reprice.
The hawkish rate cut signaled the Fed’s caution, even as tariff-related inflation pressures appeared to be fading. November’s jobs report suggested a subdued consumer environment. Unemployment had risen to its highest level since 2021, and retail sales remained unchanged despite Black Friday sales. Though the Trump administration has softened its language on China, recent developments highlight the delicate truce in their trade war. The U.S. has restricted China’s access to technology, such as permitting limited Nvidia chip exports, and formed an international partnership to counter China’s rare earth dominance. Across Asia, the picture remains mixed. The weaker U.S. dollar alleviates pressure on currency weakness in countries like Indonesia, South Korea, India, and the Philippines. The Bank of Japan have responded to the Fed’s rate cut by raising interest rates by a quarter point in a widely expected decision. In China, the economy continues to be supported by sustained capital inflows and the boom in exports while pivoting away from dependence on U.S. consumers. This was in spite of the property sector slump, missed industrial production expectations, weak retail sales, and unchanging unemployment rates. Measures to drive consumption appear ineffective, and rising trade frictions with countries beyond the U.S are weighing on sentiment. Investors are increasingly watchful for signs of an AI-driven bubble, including circular financing risks inflating valuations, where such dynamics could unwind abruptly. Against this backdrop, investors face a strategic dilemma - rein in AI exposure ahead of a potential bubble popping, or double down to capitalize on game-changing technology breakthroughs. In response, we are positioning portfolios defensively and broadening exposure to other sectors. This includes increasing allocations to commodities such as silver and gold, which can serve as stores of value, and consumer staples, that tends to offer more resilient demand. We continue to maintain a disciplined, bottom-up fundamental approach in portfolio construction.
2025 November Market Outlook: AI Bubble Alert
Mega-cap chip making company Nvidia Corp (“Nvidia”) became the first company to hit $5 trillion market capitalisation, likely due to U.S. President Trump’s comments ahead of the trade talk with Chinese President Xi Jinping at the end of October. The talk resulted in a consensus on cooperation in expanding agricultural trade and pausing the rare-earths licensing regime for a year. Mid-November saw the conclusion of the record U.S. government shutdown, which lasted 43 days, and put an end to unpaid furlough and other government operations. Consequently, the October jobs report was cancelled due to insufficient data. The ambiguity around unemployment rates raised uncertainty about the state of the U.S. economy. Compounding concerns were exacerbated by growing anxieties about stretched valuations of an “AI bubble”, which led to a selloff towards the end of November. Similarly, the Asian equity market, primarily due to technology companies in the AI landscape, slumped after an initial rally in the previous month’s end. In the semiconductor space, South Korean company Samsung Electronics Co., Ltd. reported an 80% surge in profit and SK Hynix Inc. continued to lead in chip memory. In China, different industries continue to diverge as technology companies grow while consumption and property remain a drag. In response, China’s policymakers are evaluating various measures to support the housing market. The MSCI Emerging Markets Index fell sharply, and losses were led by the tech heavy Korean Kospi index where the aforementioned Korean companies posted steep declines. Looking ahead, we remain cautious of the volatility in the markets. Due to concerns about inflated valuations for technology companies, the pullback observed in late November may have been a profit taking move or a price correction. Investors remain watchful for indicators of the widely discussed AI bubble, and signals for a potential burst. Against this landscape, we maintain a disciplined and balanced approach, grounded in bottom-up fundamental analysis in our portfolio construction.