🇵🇭Philippine Markets Under Pressure: Energy Shock Drives Stocks, Peso and Inflation

🇵🇭 PSEi Blasts Through 6,400 — Best Close in 4½ Months | Philippine Market Wrap (Jul 13–17, 2026)

Weekly notes from a Philippines addict building a PSE portfolio on the road to an SIRV and a move to Manila. The PSEi cleared the March 5 high and closed Friday at 6,404.11 (+1.25% on the day, +1.87% on the week) as soft US inflation crushed Fed rate-hike odds from 43% to 10%. Foreign investors bought for four straight sessions, property led the market, and Ayala Land jumped 5.7% to top the index. Portfolio update: from -13.9% to -13.1% and likely into the -12s after Friday. Next week, earnings season kicks off with the banks (BDO, BPI). Note: I'm resting my voice this week, so this episode is narrated by an AI voice — the words are all mine. Disclaimer: This podcast documents a personal investment journey and is not investment advice. Investing in Philippine equities involves currency and country risks. #PSEi #PhilippineStocks #Philippines #Investing #SIRV #PinchuTV

🇵🇭 PSEi Up 1.59% as Inflation Cools and MCC Grants $60M | PinchuTV Market Wrap (July 6–10, 2026)

Our usual host is out with a cold, so this week's wrap comes with a substitute voice — same notes, same numbers. The Philippine stock index gained 1.59% this week to 6,286.70, riding a six-day winning streak before a midweek stumble. June inflation cooled to 6.4%, but core inflation hit a 31-month high of 4.4%, keeping BSP rate-hike risk alive. Plus: the US aid agency MCC approved a $60M grant for Philippine power sector reform, ICTSI carried the market on one shoulder, and Singapore and Hong Kong posted standout weeks. Not investment advice. Philippine stocks, PSEi, Philippine economy, ASEAN markets, emerging markets, BSP, inflation, MCC

PSEi +1.9% on the Week | World Bank UMIC Upgrade, GCash IPO Filing, US-Iran Ceasefire | GCash vs Maya Feature

This week on the Philippine Market Wrap, we cover the PSEi for the week of June 29 – July 3, 2026. Three major positive catalysts converged: the World Bank upgraded the Philippines to upper-middle-income status for the first time since 1987, GCash parent Mynt formally filed for what would be the Philippines' largest-ever IPO (up to PHP 92.3B / ~$1.5B, targeting Q4 2026), and a US-Iran ceasefire agreement sent the PSEi surging on Monday. The index gained 1.91% on the week to close at 6,188.03. In our feature, we break down the GCash vs Maya fintech IPO race. GCash dominates in user reach (94M registered users). Maya competes on financial depth with its digital banking license. If both go public in 2026, it will be Southeast Asia's biggest fintech IPO event. This podcast is for general information purposes only and does not constitute financial advice. #PhilippineStocks #PSEi #GCash #Maya #UMIC #PhilippineMarket #PinchuTV #FinTech

PSEi Dips on the Week | Mining & Oil Sells Off, Financials Hold Up | Feature: Globe Telecom (GLO)

This week on the Philippine Market Wrap, we recap the PSEi for the week of June 22–26, 2026. The index started the week on the back foot, dropping roughly 1.6% on Monday as foreign selling hit across sectors. By Friday's close, the PSEi had recovered to 6,072.24 — but still finished the week down around 63 points from the previous Friday. We break down the sector moves (Financials +1.06%, Mining & Oil −2.78%), the most active names including ICT, BDO, MYNLD, and JFC, and the broader macro context: the Philippines posted its weakest non-pandemic GDP growth in Q1 2026 at just 2.8% year-on-year — the lowest in ASEAN for the quarter. In the feature segment, we look at Globe Telecom (GLO): a stable telco with GCash, the Philippines' largest mobile wallet, as a long-term growth option. This podcast is for general information purposes only and does not constitute financial advice. #PhilippineStocks #PSEi #GlobeTelecom #PhilippineMarket #PinchuTV #ASEANInvesting

🇵🇭PSEi Slips Below 6,000 | Mideast Risk, Imported Inflation & PSE's World-First CDP Move

Ahead of the Independence Day long weekend, the PSEi extended its slide to 5,910.06, holding below the 6,000 mark. In this episode we trace the chain behind it: Middle East tensions → higher oil prices → imported inflation. We look at how a weak peso (around 61 to the dollar) amplifies cost pressures, and the dilemma facing the BSP (central bank) in a near-"stagflation" setup where growth is soft but prices keep rising. Our feature covers a milestone: the Philippine Stock Exchange (PSE) became the world's first exchange to sign on to CDP — a quieter, long-term move that strengthens market transparency and credibility. We also touch on key names including JFC, BDO, ALI and URC. This episode is market commentary, not investment advice. Please make your own investment decisions. 🎙️ PinchuTV Philippine Market Wrap