PCOMP Index Rebalance Preview: Inclusion Fairly Certain; Deletion Undecided
We see ACEN being included and EMP being deleted from the PCOMP at the August rebalance. Inclusions have historically performed well while the...
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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...
604 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...
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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...
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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...
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