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CorporateConnections Cambodia Annual Expo 2025: Construction, Business Services, Food & Beverage and Hospitality
Banjaran Asset Management (Cambodia) Plc. was honored to participate in the “CorporateConnections Cambodia Annual Expo 2025: Construction, Business Services, Food & Beverage and Hospitality” held on 28th November 2025. We were delighted to host our booth and engage with the many attendees who visited and took part in our activities. Your interest and participation truly made our presence at the event meaningful. Stay connected with us for more upcoming opportunities and events!
Let’s Talk Investment! Insights on Collective Investment Scheme!
Thank you to everyone who joined us on 21st November 2025 at ACLEDA Securities Plc.. Your questions, enthusiasm, and participation made the discussion on Collective Investment Schemes both engaging and meaningful. We appreciate the opportunity to share practical investment knowledge and help build financial confidence within the community. We’re excited to continue this learning journey with you in our upcoming December session. Stay tuned so you wouldn't miss the next one!
training session on "Promoting Financial Literacy Awareness of the Securities Sector" Part 2
Afternoon of November 12, 2025, representatives from Banjaran Asset Management (Cambodia) Plc. participated in a training session on "Promoting Financial Literacy Awareness of the Securities Sector" organized by the Securities and Exchange Regulator of Cambodia (SERC), in collaboration with The Westline School, (Santhormok Branch). During this training session, with the approval of the management of Banjaran Asset Management (Cambodia) Plc., Mr. Taing Hoy, Legal and Compliance Officer, delivered a presentation on "Personal Financial Planning During and After Graduation" guiding participants on how to effectively manage and plan their long-term financial savings. The training aimed to promote financial literacy among the students, encouraging effective saving habits and smart investment practices to help them plan for long-term financial stability.
training session on "Promoting Financial Literacy Awareness of the Securities Sector"
Afternoon of November 11, 2025, representatives from Banjaran Asset Management (Cambodia) Plc. participated in a training session on "Promoting Financial Literacy Awareness of the Securities Sector" organized by the Securities and Exchange Regulator of Cambodia (SERC), in collaboration with ACLEDA University of Business (AUB). During this training session, with the approval of the management of Banjaran Asset Management (Cambodia) Plc., Mr. Sok Chantola, Deputy Sales & Marketing Manager, delivered a presentation on "Personal Financial Planning During and After Graduation" guiding participants on how to effectively manage and plan their long-term financial savings. The training aimed to promote financial literacy among university students, encouraging effective saving habits and smart investment practices to help them plan for long-term financial stability.
Trust Forum 2025
Mr. Eric Loo, CEO and Executive Director of Banjaran Asset Management (Cambodia) Plc., was honored to participate in the Trust Forum 2025, held on October 31, 2025, at Sokha Phnom Penh Hotel. The event, themed “A Trust Business Platform and Legal Compliance,” provided an important platform for discussions surrounding family trusts, the strategic direction of Cambodia’s trust sector, and efforts to promote a robust and transparent trust business environment. Through his attendance, Mr. Eric expressed his appreciation for the opportunity to engage with key stakeholders and contribute to conversations that support the continued development of Cambodia’s trust industry.
Banjaran AMC Joins the Annual Securities Conference 2025
Banjaran Asset Management (Cambodia) PLC. is honored to participate in the Annual Securities Conference 2025 held on October 7th! We were delighted to engage with participants who visited our booth throughout the event. The event was graced by the presence of H.E. Dr. AUN Pornmoniroth, Deputy Prime Minister, Minister of Economy and Finance, Chairman of the Non-Bank Financial Services Authority, and H.E. Sou Socheat, Delegate of the Royal Government in charge as Director-General of the Securities and Exchange Regulator of Cambodia (SERC).
Banjaran Asset Management (Cambodia) Recognized for Its Contribution to Cambodia’s Financial Market
We’re truly honored to be one of the sponsors of the Annual Securities Conference 2025! Held on October 7th, 2025 in the Annual Securities Conference 2025 at Sokha Hotel, Mr. Eric Loo, CEO & Executive Director of Banjaran Asset Management (Cambodia) Plc. received a certificate of recognition from H.E. Sou Socheat, Delegate of the Royal Government in charge as Director General of SERC in this remarkable event—organized by the SERC, brought together leaders and professionals across Cambodia’s securities sector to discuss Sustainability, Innovation, Inclusion, and Resilience. Banjaran Asset Management (Cambodia) PLC. is proud to support the continued growth and innovation of Cambodia’s financial market!
Mr. Aaron Ng Advocates Unit Trust Investment Strategies at the Annual Securities Conference 2025
Mr. Aaron Ng , CEO of Banjaran Asset Management Pte. Ltd. (Singapore), delivered an impactful presentation on “Investing in Unit Trust Funds in Cambodia: Diversity Your Investment And Minimize Your Risks” in the Annual Securities Conference 2025, organized by the Securities and Exchange Regulator of Cambodia (SERC), on October 7th, 2025, Sokha Hotel. Presided over by H.E. Dr. AUN Pornmoniroth , Deputy Prime Minister, Minister of Economy and Finance, and Chairman of the Non-Bank Financial Services Authority. Mr. Aaron session provided valuable perspectives on the growth potential of Cambodia’s capital market and the crucial role of unit trust funds in minimizing risks and diversifying investments
Earth Warriors Day 2025: Green Cambodia, Clean Future
Banjaran Asset Management (Cambodia) Plc. is proud to once again join Earth Warriors Day 2025 on 30th September in Koh Rong City, Sihanouk Province! As a sponsor of this meaningful cause, we are happy to committed to a Clean Cambodia, Clean Future — ensuring it remains a treasure for future generations. Together with fellow Earth Warriors, our team helped collect a total of 200 kg of waste, making a real impact in preserving the island’s natural beauty.
Market Outlook
2026 August Market Outlook: Navigating Volatility
Concerns around the durability of AI-related capital expenditure and intensifying competition triggered a sharp sector sell-off after a mid-July peak. Investor sentiment turned more discerning on the back of earnings season, and questions arose regarding how sustainable the AI investment pace is without eating into cash generation. Capital rotated out of semiconductors and into energy, financials and value stocks, shifting to markets and names seen as less exposed to a single-theme correction. Layered on top was renewed Middle East escalation and its effect on rates expectations. Brent crude spiked back above $100/barrel intermittently after the US reinstated a naval blockade on Iran and announced plans to impose a levy on cargo transiting Hormuz, although the levy was never implemented. This revived inflation concerns and caused markets to price a reduced likelihood of further Fed easing. Elevated US bond yields further weighed on stocks. Looking ahead, renewed conflict or another AI-related pullback could swiftly unwind recent sentiment gains and force a repricing of both rates and earnings expectations. Against this backdrop, we continue to favour a diversified, bottom-up approach that balances exposure to structural AI and technology themes with quality, less crowded names to weather through volatility.
2026 July Market Outlook: Navigating Crosscurrents
Central banks broadly maintained a data-dependent stance through the period and remained watchful even as global energy-driven inflation eased. The Federal Reserve reaffirmed its commitment to price stability even as growth prospects softened, while the European Central Bank similarly balanced improving headline inflation against still-elevated services prices. Closer to home, the Monetary Authority of Singapore raised its 2026 core inflation forecast on concerns that persistent price pressures could dampen household spending. The Hormuz disruption has driven inflation fears that outweigh traditional safe-haven demand. Gold and silver have moved in an unusual, counterintuitive pattern, falling rather than rallying as fighting escalated. In equities, investor sentiment shifted markedly as the AI-led rally that dominated the first half of the year gave way to a bout of volatility, prompting some rotation into value and cyclicals. Asian equities showed sharp dispersion rather than uniform resilience. In July 2026, Hong Kong’s Hang Seng emerged as the standout performer on continued strength in Chinese technology and AI names, while South Korea’s Kospi and Japan’s Nikkei slipped from June’s rebound as the memory-chip optimism and AI trade cooled. Looking ahead, markets remain caught between two competing narratives, a genuine easing of geopolitical and energy-driven inflation pressure, against the risk of renewed hostilities or a resurgence in AI-related volatility, which could quickly reverse recent gains in sentiment and reprice rate expectations. Against this backdrop, we continue to favour a diversified, bottom-up approach that balances exposure to structural AI and technology themes with quality, less crowded names to weather through volatility.
2026 June Market Outlook: From AI-Led Momentum to Persistent Uncertainty—A Disciplined Path Forward
Stronger than expected inflation in the US led newly installed Fed Chair Kevin Warsh to reinforce expectations that any rate cut is more likely in late 2026 or into 2027. Despite this hawkish view, US equities pushed to fresh highs, led by technology stocks. This period also saw Space Exploration Technologies Corp.’s (“SpaceX”) record-setting initial public offering, becoming a focal point for risk appetite and growth sentiment, which further amplified market enthusiasm. In the near term, the success of the SpaceX listing is likely to add further liquidity into space, artificial intelligence (“AI”) infrastructure and adjacent sectors. Investor sentiment remains heavily concentrated in AI-related and technology names, and some investors view the Asian market as a way to increase exposure at more attractive valuations than US technology leaders. Strong momentum in Asia is led by Korea, Taiwan and Japan, which play a central role in the AI and memory chip supply chain. On the other hand, China continues to lag even with incremental policy support. In other key markets, UK equities underperformed their peers, and Eurozone technology stocks performed moderately amid weak macroeconomic data, where the pullback in oil prices eased some inflationary pressure. Markets remain highly sensitive to developments in the Strait of Hormuz, where disruptions and the current partial normalisation of shipping through the strait weigh on energy prices and inflation expectations. Against this backdrop, maintaining well-diversified exposure across geographies and themes remains important. We continue to be highly selective in stock selection, adhering to a disciplined, bottom-up approach to portfolio construction that prioritises quality and resilience to macroeconomic uncertainty.
2026 May Market Outlook: From Record Highs to Rising Uncertainty—A Selective Path Forward
Major indices have reached new highs since the March dip. Strong corporate earnings have reinforced investor confidence and sustained the ongoing risk-on rotation into AI-related stocks. The technology sector now represents a larger share on the MSCI Emerging Markets Index than the S&P 500, underscoring the central role of Taiwan and South Korea in the AI supply chain. With inflation still elevated and growth looking uneven across regions, central banks are balancing financial stability and energy-driven price pressures. Expectations for rate cuts have been pushed out or replaced by further tightening of monetary policy. The new Federal Reserve Chair, Kevin Warsh, known to favour rate cuts, faces inflationary pressures in the US economy that work against the dovish narrative, making rate cuts unlikely. Other central banks, such as the Bank of Japan and the European Central Bank have kept its policy unchanged, but with upward revisions to inflation forecasts, investors expect rate hikes this year. Though markets have appeared resilient to geopolitical shocks, the continuation of the Strait of Hormuz blockage can dampen economic activity through supply chain disruption and entrenching inflationary pressures. Against this backdrop, maintaining well-diversified exposure across geographies and themes remains important. We continue to be highly selective in stock selection, adhering to a disciplined, bottom-up approach to portfolio construction that prioritises quality and resilience to macro uncertainty.
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.