BDO Unibank CIO on Markets & Macro in the Philippines

The video discusses the unexpected GDP contraction and its implications for the BSP's interest rate decisions. It explores investment strategies, particularly in the banking sector, and analyzes the peso's depreciation and its impact on the economy. The discussion also covers how higher interest rates affect corporate earnings and spending, and highlights opportunities in fixed income investments due to recent rate changes.

What trends were observed in the import and export numbers recently?

What factors are expected to contribute to the strengthening of the peso by the end of the year?