Author Archives: research

Our View Trade cautiously as Trump’s comment on another round of tariffs on China and failed negotiations between US & Mexico could drag sentiments in the US and Asian market, including the Philippines. Tariffs on China could be raised by … Continue reading →

OUR VIEW Buy action is recommended if inflation data were lower or within the set target. However, trade cautiously if it is higher as the market may pull back to around 7,900. CPI data will be released tomorrow, we forecasted … Continue reading →

Our View Sound Philippine’s economic data may support the index trading above 8,000 level. Investors may ride on the rally but expect profit taking. April’s money supply growth picked up by 7% to P11.67 trillion, faster than 6.1% in the … Continue reading →

Our View The rally may continue since the first stage of RRR cut will be implemented and also, the government expects signed business deal from the President’s Japan trip which would support PH growth. We advised investors to ride on … Continue reading →

Our View Trade cautiously as US-China trade tensions may linger, since US put China on watch list of currency manipulator and Huawei files new legal action against US government. US Treasury yields lower this month as trade war worsens and … Continue reading →

Our View Since the market ended with gains, it is advisable to profit take considering expectation that the market would decline, as investors digest MSCI Rebalancing. Progress in US-Japan trade deal gives investors optimism. Brent crude oil prices are above … Continue reading →

Our View Weak volume and net foreign selling would likely to continue as investors find no fresh catalyst, and could bring the market in sideways movement. BoJ Kuroda said in his speech that economic outlook is highly uncertain, and downside … Continue reading →

Our View Prudence is the better part of valor. That may be what the market calls for at this time. Though government and more than a handful of experts continue to express confidence on an “all’s well” scenario going forward, … Continue reading →

Our View Escalating trade tensions between US and China may continue to linger in the Philippine market since trade talks to settle the dispute still uncertain and Huawei restrictions worsens the trade negotiations, this could bring down the local bourse. … Continue reading →