Stay Defensive on Philippines for 1H2014

Luz Lorenzo

15-Jan-14 11:06

Stay Defensive on Philippines for 1H2014

Luz Lorenzo, Head of Research at Maybank Kim Eng, the Philippines talks about her outlook for the Philippines:

- the Philippines stock market underperformed recently, raising concerns about Bangko Sentral rate hikes in the months ahead. Should we be concerned, or are fears inflated?

- the Philippines saw an increase in net FDI inflows of 35% to USD3.4bn in Jan-Oct 2013. This comes in the wake of a 66% increase to USD2534mn in net FDI inflows in Oct 2013. Likely to continue seeing foreign investors big on the Philippines?

- reconstruction work from typhoon Haiyan?

- bearish or bullish on the Philippines?

- recommendations

BFM's Khoo Hsien Chun speaks with her.

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Tags: morning fix, philippines, 2014 outlook

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