Data-driven analysis and expert perspectives to inform your investment decisions
Key market indicators and performance metrics across asset classes
In-depth analysis and expert insights on market trends, sectors, and investment opportunities
Our comprehensive analysis of the Philippine stock market heading into the final quarter of 2024, including sector performance, economic drivers, and investment opportunities.
Exploring the role of precious metals in a diversified portfolio amid global economic uncertainty, rising interest rates, and geopolitical tensions.
An analysis of the Philippine fixed income market, including government and corporate bonds, yield curves, and strategies for navigating interest rate fluctuations.
Examining the global technology sector with a focus on artificial intelligence, semiconductors, and software-as-a-service (SaaS) companies driving innovation and growth.
A comprehensive analysis of the Philippine economy, including GDP growth projections, inflation outlook, fiscal policy, and structural reforms impacting investors.
Analyzing the US equity and fixed income markets as the Federal Reserve adjusts monetary policy, including sector rotation trends and investment strategies.
Stay updated with the latest financial news and market developments
The Bangko Sentral ng Pilipinas (BSP) has indicated that it may consider reducing interest rates in the first half of 2025 if inflation continues to moderate towards its target range. Governor Felipe Medalla stated that the central bank is closely monitoring price pressures and economic growth indicators...
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Perspectives from our team of financial experts and market strategists
"Investors should focus on quality companies with strong balance sheets and sustainable competitive advantages as we navigate through this period of economic uncertainty. The Philippine market offers attractive valuations compared to regional peers, particularly in the consumer, financial, and infrastructure sectors."
Chief Investment Officer, PYXISM
"The global shift towards renewable energy and sustainable investing presents significant long-term opportunities. We're seeing strong growth in Philippine renewable energy companies, supported by government policies and increasing investor demand for ESG-compliant investments."
Sustainable Investment Strategist
"Fixed income investors should consider extending duration gradually as we approach the peak of the interest rate cycle. Philippine government bonds offer attractive yields compared to developed markets, providing a compelling income stream for risk-averse investors."
Fixed Income Strategist
"Technological innovation continues to be a key driver of growth in global markets. Investors should look beyond the large tech giants and consider mid-cap technology companies in the Philippines that are leveraging digital transformation trends in financial services, healthcare, and education."
Technology Sector Analyst
Upcoming economic events and data releases that may impact financial markets
| Date | Country/Region | Event | Expected | Impact |
|---|---|---|---|---|
| Oct 24, 2024 | Philippines | CPI Inflation (Sep) | 4.2% | High |
| Oct 25, 2024 | US | GDP Growth (Q3) | 2.1% | High |
| Oct 28, 2024 | Philippines | Industrial Production (Sep) | 3.5% | Medium |
| Oct 30, 2024 | US | Fed Interest Rate Decision | 5.50% | High |
| Nov 1, 2024 | Philippines | BSP Interest Rate Decision | 6.50% | High |
| Nov 5, 2024 | Eurozone | ECB Interest Rate Decision | 4.50% | High |
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