Monthly Archives: July 2017

Daily Notes: July 14, 2017

Posted on July 13, 2017 by research

Market Wrap SHARE PRICES were unable to hold on to gains that at one point saw the index make a serious attempt at the 8,000- line. At the end of the session, the PSEI was practically unchanged which also reflected … Continue reading →

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Daily Notes: July 13, 2017

Posted on July 12, 2017 by research

Market Wrap Against a not-too-encouraging background of weaker year-on-year numbers and downward revisions of growth forecasts, Philippine shares headed higher a day after the late appearance of President Duterte at the bourse. Stock indexes from New Zealand and Australia to … Continue reading →

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Daily Notes: July 12, 2017

Posted on July 12, 2017 by research

Jumping Board ASIA was a mixed bag in early trades with mainland Chinese markets in Shenzhen and Shanghai on the retreat. Most of Southeast Asia is lower except for a “defiant” Philippines. Regional benchmarks start off higher as well. Overnight, … Continue reading →

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Daily Notes: July 11, 2017

Posted on July 11, 2017 by research

Jumping Board A poor start to the week underlines the risks we outlined in the Weekly Report released Sunday. Even the Asian region registered mixed results for the day as perspectives differed on the latest round of data from the … Continue reading →

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Weekly Report for July 10 to 14, 2017

Posted on July 10, 2017 by research

Jumping Board Where is oil headed? Will the tensions in East Asia escalate? Is the US economic recovery for real? Will the Federal Reserve narrative continue to be hawkish? Is the UK headed for a “soft” or “hard” Brexit? Will … Continue reading →

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Daily Notes: July 6, 2017

Posted on July 5, 2017 by research

Jumping Board Tension in East Asia is at the mercy of North Korean leader Kim Jong Un. A missile test, confirmed by the US as an ICBM, is the latest to roil the region and is seen to be on … Continue reading →

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Daily Notes: July 5, 2017

Posted on July 4, 2017 by research

The Fine Print PSEI 6-month return (to June 30) 2ND best in last four (4) years: [+14.66% vs. +12.14% (2016);+16.21%(2015) and +4.62% (2014)] Net foreign flows over same period better than 2015, slower than last year –all of which are … Continue reading →

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Daily Notes: July 4, 2017

Posted on July 3, 2017 by research

The Fine Print As we go past the half-way mark of the trading year, the market has drawn a familiar pattern – at least in the last two sessions. It starts off weak, plunging to near support levels but as … Continue reading →

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