Foreign investors are cautiously returning to Philippine equities, drawn by undervalued stocks, high dividend yields, and signs of policy-driven market support.
With political, economic, and global uncertainties fueling market volatility, investors are turning to safer, defensive sectors to protect their portfolios.
After a weak first quarter for the economy, investors are turning to consumer stocks, betting that a rebound in household spending could lift the sector in the months ahead.
The Philippine stock market is trading at crisis-level valuations, but without an actual crisis at home. Global shocks and tariff fears have rattled investors, yet the country’s fundamentals remain intact and arguably better suited for the new world order taking shape.
SM’s record-breaking P60 billion share buyback program has reignited discussions on share repurchases, their impact on investors, and how companies use them to drive shareholder value.
The BSP surprised analysts by holding rates steady, citing stable inflation forecasts and global uncertainty, while shifting focus to RRR cuts to boost liquidity without weakening the peso.
The stock market has drastically changed over the past two decades, rendering traditional investment strategies like buy-and-hold and peso cost averaging ineffective in today’s volatile and information-driven landscape.