Global Market Wrap | From Philippines to Asia | PinChuTV

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

14 min · 15. juni 2026
episode 🇵🇭PSEi Slips Below 6,000 | Mideast Risk, Imported Inflation & PSE's World-First CDP Move cover

Description

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

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18 episodes

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

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

4. juli 202610 min
episode PSEi Dips on the Week | Mining & Oil Sells Off, Financials Hold Up | Feature: Globe Telecom (GLO) artwork

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

28. juni 20269 min
episode 🇵🇭PSEi Slips Below 6,000 | Mideast Risk, Imported Inflation & PSE's World-First CDP Move artwork

🇵🇭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

15. juni 202614 min
episode 🇵🇭Philippine Markets Under Pressure: Energy Shock Drives Stocks, Peso and Inflation artwork

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

Description Last 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 scenarios This is not just a short-term market move, but a reflection of deeper structural risks facing import-dependent economies.

29. mar. 20266 min