What is the expected trend for small caps in the second quarter according to the text?
Philippines Will See a Period of Consolidation in 2Q, Says ATR’s Tarrobago

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3 mins • 1 pt
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2.
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How does the speaker view the potential impact of government spending on GDP growth in the Philippines?
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3.
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What risks does the speaker associate with infrastructure investments in the Philippines?
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What are the characteristics of the companies mentioned as top holdings in the investment strategy?
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What common thread binds the investment choices mentioned in the text?
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