Domestic risks rising in the Philippines. Is the Fed really deferring monetary normalization?
Highlights:Â Domestic risks rising in the Philippines The strength of the US Dollar has hit the growth of remittances from non-USD labour markets,...
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PNB is over looked by most, but better capitalized, and with turnaround features
PNB has seen its NPLs collapse. Its capital is higher than domestic peers - and most in Asia. Â Yet it's market capitalization is 50-75% lower than...
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Be Wary of High LDR Banks at Present
A likely Russian credit and currency crisis, the weakening Euro and ineptitude of BoJ Â combine to create a world of worry in markets and bank...
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Quiddity M&A Guide 2026: Philippines
This insight is part of a series of M&A guides our Quiddity* team are publishing to aid investors in understanding the rules, parameters,...
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Maynilad Water Services IPO Trading - Main Peer Has Corrected, Still at a Yield Discount
Maynilad Water Services (MWS) raised around US$520m in its Philippines IPO. In this note, we talk about the trading dynamics.
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