Fundamental Market Outlook by April Lynn Tan, CFA
Recorded on July 22, 2023
- Introduction [00:00]
- PSEi performance overview [0:48]
- Factors why PH market can outperform vs US market [4:00]
- Risks to the bullish view of the US economy [5:10]
- How will the Philippines be affected with US economic risks? [13:51]
- Overview of the PH fundamentals [17:10]
- Risks to the PH market [25:23]
- Recommended strategy [27:05]
- Stock picks [29:07]
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