Primer: Ayala Land Inc (ALI PM) - Aug 2026
As the Philippines' largest property developer, Ayala Land is strategically shifting its focus towards its leasing portfolio (malls, offices,...
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The Philippines' BPO-Driven Office Recovery: Resurgence and Resilience. LONG Ayala Land.
Philippines economy is strongly recovering on the back of BPO explosive growth. Office market will benefit from this trend. We recommend LONG...
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Ayala Corp Placement - While Overhang Will Exist, the Stock's Momentum Has Been Strong
Mitsubishi Corp (8058 JP) is looking to raise US$100m via trimming a stake in Ayala Corporation (AC PM). Despite being not explicitly well flagged,...
1k Views
Asian Equities: Preserving Capital in 2025 – Parallels and Contrasts from 2018
​Volatility could rise as trade war escalates. But China exports much less to US now, Korea & Taiwan much more. Our Capital Preservation Basket has...
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Travel notes: Manila
I spent the past few days in Manila, the capital of the Philippines. Since Southeast Asia’s borders opened up in 2022, it’s become easier to travel...
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