KUALA LUMPUR, Malaysia, July 4, 2025 /PRNewswire/ -- FSMOne Malaysia expects global financial markets to remain volatile in 2025 but sees selective opportunities in Global Technology, Japan, Singapore and, cautiously, Malaysia. China is emerging as a potential dark horse, with improving policy signals and compelling valuations offering contrarian upside. This outlook was shared at FSMOne's Recommended Unit Trusts Awards 2025/2026, held at Pavilion Hotel Kuala Lumpur.
The Awards recognised 43 Recommended Unit Trusts across 16 fund houses, including AHAM Asset Management Berhad, Manulife Investment Management (M) Berhad, Principal Asset Management Berhad, RHB Asset Management Sdn Bhd, Kenanga Investors Berhad, Eastspring Investments Berhad, and AmFunds Management Berhad. The full list is available at www.fsmone.com.my
FSMOne General Manager Koh Soo Cheng highlighted a rising trend among Malaysians combining ETFs and unit trusts to build more effective portfolios. "ETFs offer efficient access to global markets, while actively managed funds capture alpha in more complex areas. Our Recommended Unit Trusts provide a strong foundation for diversification," he said.
While the US remains a key focus, Koh added that regions like China present fresh opportunities as valuations reset and policy dynamics shift.
iFAST Assistant Director Sherman Tam said investors must navigate a deeply polarised macro landscape in 2025. "The US is facing fiscal deficits and rising debt servicing costs, which are straining bond market liquidity and weighing on global risk sentiment."
He noted that despite relatively stable headline indices, internal market signals are weak. "Breadth is narrow, and valuation dispersion is growing. Selectivity and structural positioning are more important than ever."
Malaysia's market finished 2024 strongly but has seen a sharp correction in early 2025 due to weak earnings, soft external demand and global risk-off sentiment. "Valuations have now adjusted, but recovery will be gradual. Investors should focus on companies with resilient earnings, global exposure and strong balance sheets," Tam said.
China's stabilising indicators and market reforms point to contrarian opportunities. FSMOne remains constructive on structural growth themes such as AI and semiconductors, supported by strong demand visibility.
Regionally, FSMOne maintains overweight positions in Japan, South Korea and Singapore. Fixed income is regaining importance, offering real income and diversification.
For more information, please contact:
Chin Ru Shi
Tel: +6019 266 2666
Email: rushi@ifastfinancial.com
Visit www.fsmone.com.my for more details.