India, Indonesia and the Philippines Racing to Cut: What a Difference a Year Makes
Rewind the tape to the first quarter of 2018 and the concerns in Asia surrounded exchange rate weakness and rising consumer price inflation (which...
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Turning Point: Philippines Growth Set to Improve But…
After our visit to Manila at the end of August, we are not ready to upgrade the equity market from our current underweight recommendation. There is...
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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...
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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...
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Philippines: El Niño's Comeback - How Bad?
With SST (sea surface temperature) in the Pacific past 26oC, El Niño’s comeback is highly likely. Past occurrences of severe El Niño was isolated...
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