The Philippines: The Broader Implications of New Deal with Manila Water Are Negative
The new deal with Manila Water undercuts recent efforts to promote the Philippines as an investment destination, when doing business was never easy...
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StubWorld: Melco Steps Back From Crown; Ayala Hands Over Control Of Manila Water
This week in StubWorld ... Melco International Development (200 HK)'s 54.88% subsidiary Melco Resorts & Entertainment (MLCO US) announced it...
387 Views
StubWorld: Ayala Corp Under Pressure As Govt Probes Contracts
This week in StubWorld ... Ayala Corporation (AC PM) trades around its one-year low discount to NAV as the Duterte administration steps up its...
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StubWorld: Ai Ya! - Ayala Corp Tanking On Possible "Portfolio Rebalancing"
This week in StubWorld ... A potential placement from a key shareholder is just one of the rumours behind Ayala Corporation (AC PM)'s recent...
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EM Relative Strength Is Bottoming: Overweight
Relative strength for MSCI EM is bottoming vs. MSCI EAFE despite continued global equity market weakness. Although the MSCI EM's price index...
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