Philippines

While the Philippine peso has held up relatively well in the face of widespread Asia FX weakness, we are maintaining a near-term depreciatory bias. Technically speaking, we expect... 2010-02-04

We have revised our Philippine growth forecasts for 2009 and 2010 from 0.9% and 2.4% up to 1.5% and 2.6% respectively in view of upward revisions to export performance on the back... 2009-09-04

BMI View: Recent suggestions that Asian economies are 'decoupling' from the US are misplaced. Asia is indeed bouncing back, but this reflects massive fiscal and monetary stimulus... 2009-08-25

Although Asian equities have already come a long way this year, several still markets have potential for further medium-term upside. Below, we identify key parameters for Japan's... 2009-08-24

We believe the Philippine peso could suffer in the short term as investors become wary about the sustainability of the economic upturn seen in many economies in Q209. As such the... 2009-08-20

Our view that the spread of Indonesia's 5-year CDS would narrow against its Philippine counterpart is still very much in play. We first outlined this trend on May 8 2009, when Indonesia's... 2009-07-23

We believe that Philippine consumer price inflation bottomed out at 0.2% y-o-y in July and will start rising towards 3.3% by the end of the year, on the back of base effects from... 2009-07-05