Macro Movements: Growth targets recalibrated; liquidity easing back on the table
Philippine government trims 2026 – 2027 growth goals RRR cut in 2026 seen to support growth
BoI approvals breach the PHP1.5 trillion mark for second straight year ADB approves USD400 million loan to improve ease of doing business
Deals Spotlight: Strategic infrastructure ownership; deeper cross-border financial partnerships
Maharlika plans PHP8 billion investment in Asian Terminals stake Sumitomo Mitsui boosts RCBC stake to 24.46%
Download the full report
Macro Movements: GDP Outlook Softens; Digital Sector Remains Strong
S&P and the ASEAN+3 Macroeconomic Research Office (AMRO) Downgrade Philippine Growth OutlookPhilippine Digital Economy Set to Hit USD 36 Billion in 2025
Industry Insights: HMO Earnings Surge; Semiconductors to Beat Forecasts
Philippine HMO Industry Triples Earnings in the Third Quarter of 2025Philippine Semiconductor Exports Set to Grow Through 2025 and 2026
Deals Spotlight: CIP Plans Major Onshore Wind Project; First Gen Pursues USD 652M Hydro Expansion
Copenhagen Infrastructure Partners (CIP) to Invest PHP 30.5 Billion in Onshore Wind FarmFirst Gen Corporation (First Gen) to Invest up to USD 652 Million to Expand Hydro Portfolio
Download the full report
Macro Movements: Peso weakens but inflation remains within target
Peso breaches ₱59 per USD as growth concerns weigh on sentiment BSP forecasts October inflation to remain within target despite price pressures
Industry Insights: ARROW Act to clear bottlenecks; PH1 World hits ₱3.4B in sales
ARROW Act to fast‑track infrastructure and boost property growth PH1 World as sales nearly double to P3.4B in nine months
Deals Spotlight: AREIT expands portfolio; First Gen–Prime Infra gas deal gets green light from PCC
AREIT ramps up portfolio, lifts AUM to ₱158B Prime Infra takes 60% stake in First Gen gas
Download the full report
Macro Movements: S&P trims 2025 PH growth view; BSP signals pause for the rest of 2025
S&P now sees 5.6% GDP due to a weaker than expected first half, still within government target. Policy rate cuts may halt after aggressive easing run.
Industry Insights: Marriott to open 3 Philippine hotels in November; PH exempts nuclear plant from auction rules
Hospitality group set to add three properties to its Philippine portfolio. Waiver intended for the first commercially developed nuclear facility in the Philippines.
Deals Spotlight: Inoza acquires 22% stake in The Bistro Group; ACMobility to exit Honda dealerships
Anscor exits The Bistro Group with P1.91B sale to Inoza Business Holdings. Honda dealerships under ACMobility to close by December 31, 2025.
Download the full report
Macro Movements: Moody’s forecast and BSP updates signal steady growth and easing monetary policy in 2025
Moody’s Ratings projects PH will reach lower-end of its year-end GDP growth target BSP cuts rates for third straight meeting amid easing inflation
Investor Watch: AstraZeneca commits P7b to PH health innovation hub
Global pharma giant AstraZeneca to launch PH’s first pharma innovation hub
Deals Spotlight: MPIC expands in F&B; SMFL buys 30% stake in RCBC leasing arm; Aramco re-enters PH fuel sector
Saudi oil giant, Aramco, re-enters Philippine market through Unioil deal MPIC boosts agribusiness with Eight8Ate stake SMFL acquires 30% stake in Rizal Commercial Banking Corporation (RCBC)’s leasing arm
Download the full report
Macro Movements: Philippine growth forecast nudged upwards; further rate cuts expected through 2025
IMF lifts 2026 PH growth outlook, maintains 2025 forecast amid external uncertainty BSP signals up to two more rate cuts in 2025 amid easing inflation
Investment Landscape: $1 billion investment pledged by I Squared Capital; CMEPA Law fuels investment optimism
I Squared Capital commits additional $1 billion to Philippine infrastructure CMEPA Law to boost Philippine financial market investments and liquidity
Deals Spotlight: Strategic stake sale by Aboitiz to BlackRock’s GIP; MPAV expands with Franklin Baker acquisition
Aboitiz finalizes 40% stake sale in Infra Arm to Global Infrastructure Partners (GIP) MPAV signs agreement for the acquisition of Franklin Baker Group of Companies
Download the full report
