Portfolio Watch: Here Comes the Metals Meltdown...
After a tricky few days, we have started gaining substantial traction in our portfolio again over the past 1-2 trading days.
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The Philippines: 3 Reasons Why Remittances Will Surprise On The Upside
Remittances are set to revive with a vengeance in 2021, with risks tilted to the upside as tough lockdowns become increasingly unfashionable across...
344 Views
Sell USD Rally Attempts
Dollar Index (DXY) (DXY CURNCY) sell strength near 98.00-50 in line with the Euro near 1.1120 (between 1.12 and 1.1120). Macro conviction is to...
443 Views
Duterte's Pivot to China Isn't Paying Off, as China's Expansionism Continues Unabated
After several months of persistent "swarming" of the Philippine-administered Pag-asa (Thitu) Island (the largest of the Spratly islands that the...
683 Views
Philippines: No Dovish Pivot in the Monetary Board's Latest Meeting
The anticipated cut in the bank reserve ratio didn’t materialize in the latest Monetary Board (MB) meeting--the first one chaired by newly...
714 Views