Here’s what you need to know: Macro Movements: Growth targets recalibrated; liquidity easing back on the table Investment Landscape: Big-ticket approvals; reforms financed to reduce friction costs Deals Spotlight: CIP Plans Major Onshore Wind Project; First Gen Pursues USD 652M Hydro Expansion Macro Movements: Growth targets recalibrated; liquidity easing back on the table Philippine government […]
Inside the Philippines: December 2025
Here’s what you need to know: Macro Movements: GDP Outlook Softens; Digital Sector Remains Strong Industry Insights: HMO Earnings Surge; Semiconductors to Beat Forecasts Deals Spotlight: CIP Plans Major Onshore Wind Project; First Gen Pursues USD 652M Hydro Expansion Macro Movements: GDP Outlook Softens; Digital Sector Remains Strong S&P and the ASEAN+3 Macroeconomic Research Office […]
Inside the Philippines: November 2025
Here’s what you need to know: Macro Movements: Peso weakens but inflation remains within target Industry Insights: ARROW Act to clear bottlenecks; PH1 World hits ₱3.4B in sales Deals Spotlight: AREIT expands portfolio; First Gen–Prime Infra gas deal gets green light from PCC Macro Movements: Peso weakens but inflation remains within target Peso breaches ₱59 […]
Inside the Philippines: October 2025
Here’s what you need to know: Macro Movements: S&P trims 2025 PH growth view; BSP signals pause for the rest of 2025 Industry Insights: Marriott to open 3 Philippine hotels in November; PH exempts nuclear plant from auction rules Deals Spotlight: Inoza acquires 22% stake in The Bistro Group; ACMobility to exit Honda dealerships Macro […]
Inside the Philippines: September 2025
Here’s what you need to know: Macro Movements: Moody’s forecast and BSP updates signal steady growth and easing monetary policy in 2025 Investor Watch: AstraZeneca commits P7b to PH health innovation hub Deals Spotlight: MPIC expands in F&B; SMFL buys 30% stake in RCBC leasing arm; Aramco re-enters PH fuel sector Macro Movements: Moody’s forecast […]
Inside the Philippines: August 2025
Here’s what you need to know: Macro Movements: Philippine growth forecast nudged upwards; further rate cuts expected through 2025 Investment Landscape: $1 billion investment pledged by I Squared Capital; CMEPA Law fuels investment optimism Deals Spotlight: Strategic stake sale by Aboitiz to BlackRock’s GIP; MPAV expands with Franklin Baker acquisition Macro Movements: Philippine growth forecast […]
Inside the Philippines: July 2025
Here’s what you need to know: Macro Movements: Growth targets revised, interest rates trimmed as economic headwinds persist Industry Insights: ACEN signs 200 MW Meralco deal; Malampaya kicks off Phase 4 drilling Deals Spotlight: Pertamina invests $120M in CREC; Hotel101 completes $2.3B Nasdaq listing Macro Movements: Growth targets revised, interest rates trimmed as economic headwinds […]
Inside the Philippines: June 2025
Here’s what you need to know: Macro Movements: Cooling Growth, Calmer Prices; Macro Signals Point to Easing Cycle Market Watch: Yields Ease; Risk Appetite Tilts Toward Equities Deals Spotlight: Strategic Repositioning in Retail and Energy Macro Movements: Cooling Growth, Calmer Prices; Macro Signals Point to Easing Cycle Global Trade Friction and Weaker External Demand Drag […]
Inside the Philippines: May 2025
Here’s what you need to know: Macro Movements: Fitch Ratings reaffirms PH’s BBB credit rating; PEZA investment approvals soar by 112% Market Movers: PCC raises M&A thresholds amid economic growth; Hotel101 Global on track for USD2.3B Nasdaq listing Deal Spotlight: GCash acquires 23.5% stake in AB Capital Securities; Mitsui & Co. Ltd eyes 20% stake […]
Inside the Philippines: April 2025
Here’s what you need to know: Macro Movements: Philippine economy poised for robust growth in 2025; IMF urges ASEAN economic reforms Investment Impacts: Philippines gains edge as firms shift from China; Major food hubs to rise in Clark and Quezon Deals Spotlight: EEI CEO Leads Buyout of Romualdez Firm’s stake; Maynilad targets July for IPO […]