2Q Earnings Might Be Difficult for Philippines, Says Col Financial Group’s Lee-Tan

The transcript discusses the impact of tax reform on investor sentiment and the economy, highlighting the qualitative benefits of increased competitiveness. It explores market catalysts and challenges, questioning if tax reform can sustain market rallies. The analysis covers sector performance, noting strong property earnings and weak consumer confidence due to inflation.

In what ways are property companies performing positively in the market?

What is the current state of consumer confidence as described in the text?