Stephen CuUnjieng on Pax Silica and the Philippines’ industrial opportunity | The View from Manila

#TheViewFromManila | Veteran investment banker Stephen CuUnjieng explains why Pax Silica could become a major industrial opportunity for the Philippines—but only with the right execution. He breaks down its potential role in mineral processing and semiconductor production, clarifies why massive AI data centers are unlikely to come to the country, and warns that narrow “either-or thinking” could make the Philippines miss another crucial investment window.CuUnjieng also discusses the limits of remittance- and BPO-led growth, the sacrifices of overseas Filipino workers, and why the country must build competitive industries that create jobs and move the economy higher up the value chain.#OneNews #LongConversation