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On 5/11/2022 at 11:23 AM, FF said:

J.P. Morgan drops PH to bottom of Asean investment preference list after May 9 polls

 
Dear Sara simula pa lang ito.

Part of the link says: 

J.P. Morgan did not mention Marcos’ name in the May 9 report that flagged rising risks from high public debt and surging inflation – factors it said would slow economic growth and hurt corporate profits.

It seems you may not fully understand market dynamics. 
 

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46 minutes ago, Guest Anonymous said:

Part of the link says: 

J.P. Morgan did not mention Marcos’ name in the May 9 report that flagged rising risks from high public debt and surging inflation – factors it said would slow economic growth and hurt corporate profits.

It seems you may not fully understand market dynamics. 
 

Unfortunately I don"t know who I'm talking to to clarify the issue  as he has chosen to hide under the cloak of anonymity. And hey comrade (whoever you are) if you're looking for the name Marcos I made in bold .You cant miss it.

INVESTOR CONCERNS

In its Philippine Strategy Flash report, which was released before the May 9 polls, J.P. Morgan also listed investor concerns under a Marcos presidency based on feedback in the last 3 months.

Investor concerns include:

  • potential for reassessing the administration's stance on major private sector business families based on past alignments or historical group positions on issues around the earlier Marcos regime
  • policy questions "given the candidate's lack of an articulated substantive economic platform" and his seemingly limited access for traditional media such as the pre-election debates and interviews
  • absence of meaningful track record as a government official
  • perception based on the legacy of Marcos Sr's regime

Philippine shares opened lower on Tuesday at the 6,632 level, down by 1.89 percent before climbing back and closing at the 6,720.93 level.

“We recommend selling in a possible post-election hope rally…Philippines equities face myriad challenges including twin deficits, higher inflation, slower government spending in the quarters after the election (transition pain), high public debt, risk of a valuation de rating  and potential earnings growth disappointment,” said JP Morgan.

“We expect re-opening benefits for the GDP (Gross Domestic Product) growth trajectory to wane next year and put strong pressure on the government to delver on capital outlay spending acceleration,” it added.

Edited by FF
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7 hours ago, FF said:

Unfortunately I don"t know who I'm talking to to clarify the issue  as he has chosen to hide under the cloak of anonymity. And hey comrade (whoever you are) if you're looking for the name Marcos I made in bold .You cant miss it.

INVESTOR CONCERNS

In its Philippine Strategy Flash report, which was released before the May 9 polls, J.P. Morgan also listed investor concerns under a Marcos presidency based on feedback in the last 3 months.

Investor concerns include:

  • potential for reassessing the administration's stance on major private sector business families based on past alignments or historical group positions on issues around the earlier Marcos regime
  • policy questions "given the candidate's lack of an articulated substantive economic platform" and his seemingly limited access for traditional media such as the pre-election debates and interviews
  • absence of meaningful track record as a government official
  • perception based on the legacy of Marcos Sr's regime

Philippine shares opened lower on Tuesday at the 6,632 level, down by 1.89 percent before climbing back and closing at the 6,720.93 level.

“We recommend selling in a possible post-election hope rally…Philippines equities face myriad challenges including twin deficits, higher inflation, slower government spending in the quarters after the election (transition pain), high public debt, risk of a valuation de rating  and potential earnings growth disappointment,” said JP Morgan.

“We expect re-opening benefits for the GDP (Gross Domestic Product) growth trajectory to wane next year and put strong pressure on the government to delver on capital outlay spending acceleration,” it added.

How heavy JP Morgan is invested in PH? 

USD43.4 Million. As if they make a significant contribution to our economy? BTW, they invest in the companies of old oligarchs baka alam nila bababa performance LOL ...

https://am.jpmorgan.com/content/dam/jpm-am-aem/asiapacific/hk/en/literature/fact-sheet/jpmorgan_philippine_e.pdf?fbclid=IwAR3_2hscpYXZRtvQvsjLBzYVq1gay52cH9FrBHF_xhuC96tBk29XAQykpbY

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3 hours ago, Guest Anonymous said:

How heavy JP Morgan is invested in PH? 

USD43.4 Million. As if they make a significant contribution to our economy? BTW, they invest in the companies of old oligarchs baka alam nila bababa performance LOL ...

https://am.jpmorgan.com/content/dam/jpm-am-aem/asiapacific/hk/en/literature/fact-sheet/jpmorgan_philippine_e.pdf?fbclid=IwAR3_2hscpYXZRtvQvsjLBzYVq1gay52cH9FrBHF_xhuC96tBk29XAQykpbY

Comrade thank you for the reply. I think the point is not how much JPM invests but the effect their recos have on those  investing in the local market.

Maybe their small investment of USD 43.4 million reflects their  confidence in the country vs other countries. So for better perspective it may also be worthwhile to post JPM's  investments in other markets.

Should we disregard JPM is that the message you are saying ?  Most the points they have raised are pretty solid IMHO. If there is something worth discussing it maybe more useful to discuss those.

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It is wise that you took the offer for education secretary. The NPA and most of the brainwashed are victims of education. A lot of the democracies now imprement open book policies rather than textbook approach to educate their citizens. This is in line with Scientific Procedure that more or less permits the person to test and verify the Truths that knowledge presents.  

 

Besides, let us take advantage of the Information Age instead of succumbing to demagoguery .  Demagoguery creates prejudices and arouses anger and resentment against people without understanding how it is to be on the other side. 

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