Global Market Wrap | From Philippines to Asia | PinChuTV

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.

DescriptionLast 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 scenariosThis 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.

The Philippine stock market rebounded strongly, with the PSEi reclaiming the 6,300 level on the back of bargain hunting and renewed expectations of policy rate cuts.Banking stocks led the advance, while broader market participation remained selective.In this episode, we explore:what drove investors back into the market,which sectors supported the rebound, andwhy caution is still warranted despite the strong headline gain.This podcast is intended for general information and market commentary only and does not constitute investment advice.

本日のフィリピン株式市場では、前日の上昇を受けた短期的な利益確定が入り、PSEiは6,500ポイント手前で小幅に下落しました。本エピソードでは、・指数が重要なテクニカル・レジスタンスに近づいた意味・セクター別の動きと資金ローテーション・売買が活発だった主要銘柄の動向・GDP成長期待と短期的なリスクの整理について、簡単に分かりやすく解説します。このポッドキャストは、一般的な情報提供と市場解説を目的としたものであり、特定の金融商品の売買を推奨するものではありません。投資判断はご自身の責任で行ってください。

As 2026 begins, the Philippine stock market (PSE) appears to be showing early signs of recovery.With easing inflation and expectations of interest rate cuts, the benchmark index has moved into positive territory at the start of the year.However, market participants and overseas investors are focusing on one issue above all others—not interest rates or economic indicators, but the rule of law and governance.In this episode, we discuss:What recent remarks by the PSE leadership reveal about market sentimentHow corruption allegations related to flood control projects have affected investor confidenceWhy monetary easing alone is not enough to restore a sustainable market recoveryIs the Philippine stock market truly undervalued, or simply unresolved?This episode offers a clear and accessible perspective on what matters most when investing in emerging markets, from the viewpoint of PinChuTV.Markets need justice to recover – PSE chiefhttps://tribune.net.ph/2026/01/10/markets-need-justice-to-recover-pse-chiefDisclaimer: This podcast is for general information and market commentary only and does not constitute investment advice. All investment decisions should be made at your own discretion.

In this episode, we look back at the Philippine stock market in twenty twenty-five.The Philippine Stock Exchange Index fell by more than seven percent over the year,making it the most challenging period for the market since the pandemic crash of twenty twenty.But this was not just a story about weak numbers.Corruption concerns, slowing economic growth, currency pressure,and continued foreign capital outflows all weighed on investor sentiment.At the heart of it all was a deeper issue: trust and confidence.In this episode, we explain:– why Philippine stocks struggled despite appearing cheap,– why valuation alone was not enough to lift the market,– and what conditions may shape a recovery in twenty twenty-six.This episode is intended for general information and market commentary only,and is designed to be clear and accessible for listeners around the world.This podcast is for general information and market commentary only.It does not constitute investment advice.All investment decisions are the responsibility of the listener.

In this episode, we break down the Philippine stock market performance on December 22, 2025.The PSEi rebounded sharply, rising two point zero three percent and reclaiming the key six-thousand level, supported by bargain hunting and positive cues from Wall Street.However, foreign investors remained net sellers, highlighting continued caution beneath the headline rally.We cover:What drove the PSEi reboundTrading activity and foreign fund flowsSector and stock highlightsWhat the market needs to sustain a move toward the six-thousand two-hundred levelThis podcast is designed to provide clear and accessible market commentary, especially for listeners new to investing.This podcast is for general information and market commentary only.It does not constitute investment advice or a recommendation to buy or sell any financial instruments.Listeners are encouraged to make their own investment decisions.

In this episode of Philippines Market Wrap, we review the Philippine market performance on December nineteenth, twenty twenty-five.The peso traded sideways against the U.S. dollar, while the Philippine Stock Exchange Index fell as investors took profits ahead of year-end. We look at key movements in the peso, sector-wide declines in equities, and notable stock performances, including defensive names such as REITs.This podcast provides general market commentary for informational purposes only.

The Philippine stock market moved higher on December twelve, twenty twenty-five,following a twenty-five basis-point rate cut by the Bangko Sentral ng Pilipinas, or BSP.The benchmark PSEi rose above the six-thousand level,supported by gains across most sectors, particularly property and financial stocks.At the same time, the Philippine peso weakened into the fifty-nine range against the U.S. dollar,highlighting a familiar pattern in easing cycles, where equities benefit while the currency faces mild pressure.This episode breaks down how to interpret market moves during a rate-cut environment,and why investors should consider interest rates, equities, and exchange rates together,especially in emerging markets like the Philippines.Written commentary is available in Japanese on note,with an English version on the PinChuTV blog.Links are provided in the show notes.Japanesehttps://note.com/satosilog/n/n503e23255113Englishhttps://pinchutv.com/20251212-2/

In today’s episode, we take a calm, narrative walk through the Philippine stock market’s performance on December five.Why did the economy fall short of its targets in twenty twenty-five?And what does the road to a potential recovery in twenty twenty-six really look like?From the PSEi’s movement to standout names like International Container Terminal Services, Inc., Jollibee Foods Corporation, and Ayala Land, Inc., we explore the market as a story — not just a list of numbers.Grab your taho, relax, and let’s make sense of the Philippine market together.12月5日のフィリピン株式市場を、数字だけでなく“物語”としてゆっくり紐解きます。2025年の経済はなぜ伸び悩んだのか？そして、2026年のフィリピン株は本当に回復に向かうのか？PSEi の動きから、注目された主要銘柄、来年強くなると予想されるセクターまで、ネイティブPodcasterのようなナラティブ調で解説。タホを飲みながらでも聞ける、やわらかい市場解説です。PinChuTVと一緒にフィリピン市場の“今”を読み解きましょう。

A quick breakdown of the December 3, 2025 Philippine stock market session.The PSEi closed at 5,905.84 (-1.48%), pressured by rising government debt, a weaker peso, and the OECD’s trimmed growth forecasts.Services led the decline, while Mining & Oil was the only sector to finish in the green.Converge ICT (CNVRG) outperformed with a 3.63% gain,while DigiPlus (PLUS), ICTSI (ICT), Ayala Corporation (AC), and Jollibee (JFC) dragged the index lower.All eyes are now on tomorrow’s November CPI, which could set the tone for the rest of the week.PinChuTV brings concise, beginner-friendly updates on the Philippine economy and markets.

2025年12月3日のフィリピン株式市場を解説。PSEiは 5,905.84（-1.48%） と大幅下落。政府債務の増加、ペソ安の進行、OECDの成長率下方修正が重なり、投資家心理が悪化しました。セクター別では Services が最も弱く、一方で Mining & Oil は唯一プラス圏。個別銘柄では Converge ICT（CNVRG） が +3.63%と逆行高。DigiPlus（PLUS）、ICTSI（ICT）、Ayala Corp（AC） などの大型株は軟調でした。12/4に発表される 11月CPI（インフレ率） が、市場の大きな分岐点となる可能性があります。PinChuTVでは、毎日のPSE市場の動きをわかりやすくコンパクトにお届けします。

In this week’s episode of Philippines Market Wrap, we highlight how the Philippine Stock Exchange Index (PSEi) regained the 6,000 level following S&P’s reaffirmation of its “positive” outlook.We also explain the Bangko Sentral ng Pilipinas (BSP)’s latest inflation forecast for November 2025—estimated between 1.1% to 1.9%—and what it could mean for investors and the broader economy.

The Philippine Stock Exchange Index (PSEi) climbed back above the six-thousand level on November 24th, powered by bargain hunting and rising expectations of interest rate cuts from both the BSP and the US Federal Reserve. In this five-minute episode, we break down the day’s biggest drivers, sector performance, notable stock movers, and the peso’s stable close. A clear, concise market wrap for investors, OFWs, and anyone tracking the Philippine economy.