VIEWS FROM THE PEAK

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Monday, 23 June 2025
11 Jun 2025
8:05AM

VIEWS FROM THE PEAK: At the crossroads, the turning point of Philippine equities

Foreign investors are cautiously returning to Philippine equities, drawn by undervalued stocks, high dividend yields, and signs of policy-driven market support.
28 May 2025
8:54AM

VIEWS FROM THE PEAK: Shields up, Spartans!

With political, economic, and global uncertainties fueling market volatility, investors are turning to safer, defensive sectors to protect their portfolios.
14 May 2025
11:57AM

VIEWS FROM THE PEAK: Consumer giants stir from their slumber

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.
30 Apr 2025
8:59AM

VIEWS FROM THE PEAK: Stocks are getting too cheap to ignore (Part 2)

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.
1 Apr 2025
9:08AM

VIEWS FROM THE PEAK: PH companies thrive when the dollar falls

From currency scare to strategic edge, the peso’s rebound is now shaping corporate moves, market momentum, and the central bank’s next play.
19 Mar 2025
9:24AM

VIEWS FROM THE PEAK: Giving back through share buybacks

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.
5 Mar 2025
10:17AM

VIEWS FROM THE PEAK: Bargain hunters, beware of value traps!

Not every cheap stock is a good buy—some are value traps that stay undervalued for a reason.
19 Feb 2025
8:23AM

VIEWS FROM THE PEAK: Another tool in the arsenal

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.
5 Feb 2025
9:52AM

VIEWS FROM THE PEAK: The market is not dead, it just changed

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.
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