PSEi Index Rebalance Preview: Follow-On Offering Could See ACEN Added, DMC Deleted
AC Energy could be added to the PCOMP Index due to its upcoming follow-on offering. DMCI could be deleted. Inclusions have historically...
745 Views
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...
336 Views
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...
554 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...
651 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...
670 Views