Macro Movements: BSP turns more hawkish as inflation stays elevated above target
BSP hikes policy rate to 4.75% in June, the second increase this year Inflation eases to 6.8% in May but stays well above BSP's target band
Industry Insights: Clark cements its place as the Philippines' next metropolis, anchored by global capital
Industry voices make the case for decentralization beyond Metro Manila Lufthansa Technik to build second Clark aircraft maintenance hub, backed by Marcos-Steinmeier state visit
Capital Markets Watch: GCash anchors a revival in PSE capital raising
GCash parent Mynt files for record P92.3 billion ($1.5B) IPO, the largest in Philippine history
Deals Spotlight: DENR, aDryada seal landmark Samar rainforest restoration deal
DENR and aDryada ink landmark deal to restore 120,000 hectares of Samar rainforest
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Macro Movements: Economy Posts Weakest Growth in 5 Years; BSP Braces for Aggressive Tightening
Philippine economy posts weakest quarterly growth in five years at 2.8% in Q1 2026 Deutsche Bank warns of unanchored inflation risk; BSP may deliver 50 bps hike next
Industry Movements: El Niño Threatens Rice Output; Exports Sustain 16-Month Growth Streak
El Niño threatens to cut Philippine rice output by 700,000 MT, raising food security concerns Philippine exports extend 16-month growth streak, reaching $29.93 billion in the first four months of 2026
Investment Insights: Philippines Draws $3.4 billion from Japan; AU and NZ Firms Eye Local Expansion
Philippines secures $3.4 billion in investment pledges from Japanese firms during Marcos state visit Australian and New Zealand firms signal expansion plans following PEZA-led business mission
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Macro Movements: Fitch Revises PH Outlook; BSP Delivers First Rate Hike in 2 Years
Fitch Affirms Philippines’ BBB Rating; Outlook Revised to Negative BSP Raises Policy Rate by 25 bps; First Hike in Two Years
Industry Insight: PH Government Releases 13th FINL; PH & US launches 4,000 Acre Economic Security Zone
Philippine Government Releases 13th Foreign Investment Negative List (FINL) US and Philippines Launch 4,000-Acre Strategic Economic Zone (SEZ)
Deals Spotlight: Salmon Raises $100M; SG Firm Eyes 250 MW Solar Plant
Salmon Group Raises $100 Million to Scale Digital Banking Platform in the Philippines Singapore Firm Eyes 250 MW Solar Project in Bataan
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Macro Movements: Peso weakens as oil shock pressures inflation outlook
Peso hits record low as Middle East tensions drive oil surge BSP easing cycle pauses as inflation risks rise
Industry Insights: Policy support and capital flows strengthen investment outlook
The Department of Energy (DOE) accelerates renewable rollout amid energy supply risks World Bank approves $800M loan to support fiscal resilience and investment
Deals Spotlight: Energy investments scale across grid and off-grid systems
Meralco PowerGen Corporation (MGEN) begins rollout of Terra Solar project Maharlika Consortium begins ₱2.1B off-grid power rollout
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Macro Movements: Growth Outlook Dims; BSP Cuts Rates for Sixth Consecutive Meeting
Philippine 2026 GDP growth seen slowing further to 4.2%, below government target BSP delivers sixth straight 25-bp rate cut, bringing benchmark to a three-year low of 4.25%
Region In Focus: Oil Prices Spike on US-Israel Attacks on Iran; Philippines Seeks ADB Backstop for NSCR
US and Israel strike Iran, closing the Strait of Hormuz and threatening Philippine pump price hikes. Philippines seeks USD 800 mn ADB credit guarantee to secure NSCR operator payments.
Investment Insights: SEC Adopts Tiered IPO Float Framework; Globe’s Kickstart Hikes Investment in Eezee
SEC lowers minimum public float for large listing to 15%, with discretionary floor of 12% for mega-caps. Eezee raises oversubscribed USD 5 mn pre-Series B, with Globe’s Kickstart Ventures doubling down.
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Macro Movements: Slower GDP growth in 2025 shapes policy and currency outlook for 2026
Philippines posts 4.4% GDP growth in 2025, missing the government’s 5.5-6.5% target BSP signals openness to further easing as growth slows
Capital Markets Watch: GoTyme, Wildflour scale up ahead of potential IPOs
GoTyme Bank targets IPO within 3-4 years as they prioritize scale Wildflour Hospitality Group eyes IPO beyond 2026 as expansion accelerates nationwide
Deals Spotlight: Hotel101 gears up for US$300 million fundraising; Navegar currently raising US$250 million
Hotel101 Global plans US$300 million fundraising for their global expansion Navegar targets US$250 million raise for recent fund with IFC as an anchor investor
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