VIEWS FROM THE PEAK

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Thursday, 28 August 2025
16 hours ago

VIEWS FROM THE PEAK: Konektadong Pinoy Act poses a challenge to the old guard

The Konektadong Pinoy Act marks the end of an era for the Philippine telecom sector, breaking down long-standing regulatory walls and setting the stage for foreign challengers to shake up a market once dominated by a few giants.
13 Aug 2025
8:48AM

VIEWS FROM THE PEAK: It’s time we talk about online gambling

The ongoing online gambling saga highlights how sudden government policy reversals can turn a once-promoted industry into a political scapegoat, eroding investor trust and stability.
30 Jul 2025
9:25AM

VIEWS FROM THE PEAK: More taxes? In this economy?

As new tax rules under the Capital Markets and Economic Participation Act take hold, debate is intensifying over whether the law fuels growth or burdens everyday Filipinos.
16 Jul 2025
12:00AM

VIEWS FROM THE PEAK: Our secret? Diversification and dividends

Regulatory shakeups from proposed online gambling crackdowns to looming telecom competition under the Konektadong Pinoy Act have stirred volatility across Philippine markets, pushing investors to rethink diversification and focus on resilient, high-return sectors.
2 Jul 2025
9:12AM

VIEWS FROM THE PEAK: Hyped over hotels

Ayala Land, Robinsons Land, Megaworld, and SM Prime are steadily expanding their hotel portfolios, seeing hospitality as a promising growth avenue amid shifting market conditions.
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.
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