A Philippines addict slowly building a PSE portfolio on the long road to an SIRV (Special Investor's Resident Visa) and a move to Manila. This is the weekly record.

This week (Jul 27-31):

• President Marcos' SONA called for scrapping the "system loss charge" — and Meralco collapsed 20% (P600 → P480)
• The PSEi fell 0.71% to 6,236.44, a second straight weekly decline; the peso bounced off its record low of 61.847
• BDO posted a record P40.7B first-half net income
• BSP sees July inflation at 5.6-6.6%, easing from June's 6.9%
• The portfolio improved from -13.2% to -12.85%, beating the index for a second straight week
• Trades: 10 more Jollibee shares (dividend reinvestment) and 200 shares of DMC
• Deep dive: what a 20% utility crash teaches about policy risk

I'm traveling without my mic this week, so an AI voice (ElevenLabs) is filling in. The words are all mine.

Disclaimer: This podcast documents a personal investment journey and is not investment advice. Investing in Philippine stocks involves currency and country risks. Invest at your own risk.

#PhilippineStocks #PSEi #EmergingMarkets #ASEAN #Jollibee #Meralco

PinchuTV's weekly Philippine Market Wrap for July 20–24, 2026.

This week: PSEi falls 1.92% to 6,281.01, erasing last week's rally. Brent crude hits $100 as the US–Iran conflict escalates. The peso slides to a record low near 61.85 per dollar. USTR raises tariffs on Philippine goods to 12.5% (semiconductors and bananas excluded). July 23 marks Philippines–Japan Friendship Day — 70 years since normalization. H1 earnings begin: BPI flat as provisions jump 84%. Plus GCash parent Mynt's record IPO filing and ICTSI topping P2 trillion in market cap.

Disclaimer: This podcast is a personal investment journal for information purposes only and is not investment advice. Invest at your own risk.

Weekly notes from a Philippines addict building a PSE portfolio on the road to an SIRV and a move to Manila.

The PSEi cleared the March 5 high and closed Friday at 6,404.11 (+1.25% on the day, +1.87% on the week) as soft US inflation crushed Fed rate-hike odds from 43% to 10%. Foreign investors bought for four straight sessions, property led the market, and Ayala Land jumped 5.7% to top the index. Portfolio update: from -13.9% to -13.1% and likely into the -12s after Friday. Next week, earnings season kicks off with the banks (BDO, BPI).

Note: I'm resting my voice this week, so this episode is narrated by an AI voice — the words are all mine.

Disclaimer: This podcast documents a personal investment journey and is not investment advice. Investing in Philippine equities involves currency and country risks.

#PSEi #PhilippineStocks #Philippines #Investing #SIRV #PinchuTV

Our usual host is out with a cold, so this week's wrap comes with a substitute voice — same notes, same numbers. The Philippine stock index gained 1.59% this week to 6,286.70, riding a six-day winning streak before a midweek stumble.

June inflation cooled to 6.4%, but core inflation hit a 31-month high of 4.4%, keeping BSP rate-hike risk alive. Plus: the US aid agency MCC approved a $60M grant for Philippine power sector reform, ICTSI carried the market on one shoulder, and Singapore and Hong Kong posted standout weeks.

Not investment advice.

Philippine stocks, PSEi, Philippine economy, ASEAN markets, emerging markets, BSP, inflation, MCC

This week on the Philippine Market Wrap, we cover the PSEi for the week of June 29 – July 3, 2026.

Three major positive catalysts converged: the World Bank upgraded the Philippines to upper-middle-income status for the first time since 1987, GCash parent Mynt formally filed for what would be the Philippines' largest-ever IPO (up to PHP 92.3B / ~$1.5B, targeting Q4 2026), and a US-Iran ceasefire agreement sent the PSEi surging on Monday. The index gained 1.91% on the week to close at 6,188.03.

In our feature, we break down the GCash vs Maya fintech IPO race. GCash dominates in user reach (94M registered users). Maya competes on financial depth with its digital banking license. If both go public in 2026, it will be Southeast Asia's biggest fintech IPO event.

This podcast is for general information purposes only and does not constitute financial advice.

#PhilippineStocks #PSEi #GCash #Maya #UMIC #PhilippineMarket #PinchuTV #FinTech

This week on the Philippine Market Wrap, we recap the PSEi for the week of June 22–26, 2026.

The index started the week on the back foot, dropping roughly 1.6% on Monday as foreign selling hit across sectors. By Friday's close, the PSEi had recovered to 6,072.24 — but still finished the week down around 63 points from the previous Friday.

We break down the sector moves (Financials +1.06%, Mining & Oil −2.78%), the most active names including ICT, BDO, MYNLD, and JFC, and the broader macro context: the Philippines posted its weakest non-pandemic GDP growth in Q1 2026 at just 2.8% year-on-year — the lowest in ASEAN for the quarter.

In the feature segment, we look at Globe Telecom (GLO): a stable telco with GCash, the Philippines' largest mobile wallet, as a long-term growth option.

This podcast is for general information purposes only and does not constitute financial advice.

#PhilippineStocks #PSEi #GlobeTelecom #PhilippineMarket #PinchuTV #ASEANInvesting

Ahead of the Independence Day long weekend, the PSEi extended its slide to 5,910.06, holding below the 6,000 mark. In this episode we trace the chain behind it: Middle East tensions → higher oil prices → imported inflation. We look at how a weak peso (around 61 to the dollar) amplifies cost pressures, and the dilemma facing the BSP (central bank) in a near-"stagflation" setup where growth is soft but prices keep rising.

Our feature covers a milestone: the Philippine Stock Exchange (PSE) became the world's first exchange to sign on to CDP — a quieter, long-term move that strengthens market transparency and credibility.

We also touch on key names including JFC, BDO, ALI and URC.

This episode is market commentary, not investment advice. Please make your own investment decisions.

🎙️ PinchuTV Philippine Market Wrap

The Philippine stock market declined this week as multiple pressures converged at once. The Bangko Sentral ng Pilipinas raised interest rates, inflation expectations climbed well above target, and rising oil prices driven by Middle East tensions added further strain. The PSEi fell below the six thousand level, with financial stocks leading the decline. Notably, the peso weakened despite the rate hike, highlighting the strength of external factors. This episode breaks down the move as a combination of policy tightening and structural vulnerabilities, and outlines the key signals to watch in the weeks ahead.

Description

Last week, Philippine financial markets were driven by a sharp external shock: an emerging energy crisis linked to escalating tensions in the Middle East.

Following the government’s declaration of a national energy emergency, concerns over fuel supply and rising oil prices triggered a broad market reaction. The PSE index fell below the key 6,000 level, the peso weakened beyond 60 per US dollar, and inflation expectations were revised upward.

In this episode, we unpack how a single external shock — energy — is now feeding through the entire macro system:

• Why equities are under pressure

• What the peso weakness really signals

• The implications of inflation rising above target

• The structural vulnerability of energy import dependence

• Key technical levels and market scenarios

This is not just a short-term market move, but a reflection of deeper structural risks facing import-dependent economies.

This episode reviews the Philippine stock market on 6 February 2026.

The PSEi finished slightly higher amid expectations of a potential rate cut by the Bangko Sentral ng Pilipinas, while trading volumes remained thin and overall sentiment stayed cautious.

We discuss sector performance, key stock movers, and highlight recent developments at RL Commercial REIT to capture the broader market mood.

This content is for general information and market commentary only and does not constitute investment advice.