Our view

Amid a market that has peaked at over 7,400 points and currently back at a level where it began this year, allow us to once more share our views and expectations in the months to follow. As we approach August (ghost month) In the context of seasonality, the stock market in the months of July and August generally undergo consolidation... Read More

Our Current View

Dear all, Our view on what has happened: With the expectation and anticipation of US recovery evidenced by increased activity and economic output, furthered with expectations of the stimulus program being phased out, foreign investors were prompted to start realigning their placements in emerging markets and shifting them back to US-based assets. Fortunately or unfortunately, with the Philippines being one... Read More