Inside the Philippines: June 2025

Macro Movements: Cooling Growth, Calmer Prices; Macro Signals Point to Easing Cycle

Global Trade Friction and Weaker External Demand Drag Growth

Inflation Falls to 5-Year Low, Strengthening the Case for BSP Rate Cuts


Market Watch: Yields Ease; Risk Appetite Tilts Toward Equities

Bond Yields Decline as Markets Price in More Dovish Outlook

Equity Rotation Seen as Real Yields Narrow


Deals Spotlight: Strategic Repositioning in Retail and Energy

Robinsons Retail Executes Strategic 22.2% Buyback via Block Sale

Prime Infra Acquires 60% of First Gen’s Natural Gas Platform for PHP 50B


Download the full report