Uploaded July 2024 | Updated September 2026, 2 hours ago
Can rate cuts turn this market around? | COL Mid-Year Market Outlook 2024
Recorded on July 19, 2024
- Introduction [00:00]
- Do you agree rate cuts are coming in the near future? [01:10]
- Do you think we're over the risks? [04:24]
- Will the BSP cut rates ahead of the US? [08:38]
- What are the expectations on the market for the rest of the year? [11:07]
- Will the rate cut make Philippine Peso less attractive? [14:52]
- What are the risks we should be anticipating? [19:00]
- A look back at BSP rate cuts [19:56]
- Consumer spending projection [22:45]
- Valuation of US stocks [30:00]
- Recessions [33:20]
- Attractive valuations [47:55]
- COLing the Shots Stock Picks [50:35]
#COLFinancial #philippinestockmarket
DISCLAIMER:
This video is provided for informational purposes only. The conduct of this video does not constitute an endorsement, recommendation, or solicitation by COL. Prospective investors must conduct their own research and consult their own advisors as to legal, tax, business, financial and related aspects of an investment in the securities.
The price of securities can and does fluctuate, and any individual security may experience upward or downward movements, and may even become valueless. There is an inherent risk that losses may be incurred rather than profit made as a result of buying and selling securities.
COL is regulated by the Securities and Exchange Commission, with email address msrdsubmission@sec.gov.ph. For any concerns, please contact helpdesk@colfinancial.com.
Can rate cuts turn this market around? | COL Mid-Year Market Outlook 2024
Recorded on July 19, 2024
- Introduction [00:00]
- Do you agree rate cuts are coming in the near future? [01:10]
- Do you think we're over the risks? [04:24]
- Will the BSP cut rates ahead of the US? [08:38]
- What are the expectations on the market for the rest of the year? [11:07]
- Will the rate cut make Philippine Peso less attractive? [14:52]
- What are the risks we should be anticipating? [19:00]
- A look back at BSP rate cuts [19:56]
- Consumer spending projection [22:45]
- Valuation of US stocks [30:00]
- Recessions [33:20]
- Attractive valuations [47:55]
- COLing the Shots Stock Picks [50:35]
#COLFinancial #philippinestockmarket
DISCLAIMER:
This video is provided for informational purposes only. The conduct of this video does not constitute an endorsement, recommendation, or solicitation by COL. Prospective investors must conduct their own research and consult their own advisors as to legal, tax, business, financial and related aspects of an investment in the securities.
The price of securities can and does fluctuate, and any individual security may experience upward or downward movements, and may even become valueless. There is an inherent risk that losses may be incurred rather than profit made as a result of buying and selling securities.
COL is regulated by the Securities and Exchange Commission, with email address msrdsubmission@sec.gov.ph. For any concerns, please contact helpdesk@colfinancial.com.
![COL Investor Summit 2025 | APX
COL Investor Summit 2025 | APX
Recorded on September 27, 2025 at SMX Convention Center Manila
Moderated by Charles Ang, CFA, Head of COL Research and April Lee-Tan, CFA, Chief Equity Strategist
Featuring Billy Torres APEX Mining SVP, CFO, Treasurer and Compliance Officer
Introduction [0:00]
APEXs background on operations [1:47]
APEX on their mineral resources [5:49]
APEXs plans to increase production targets [10:08]
APEX costs of increasing production for MACO and Itogon [12:00]
APEX on the impact of their expansions to their cost per ounce [15:01]
APEXs timeline of their expansions and success rates [18:35]
How does the recently signed Large-scale Mining Act affect APX? [22:12]
APEX on Asia-Alliance and equity raising plans [30:14]
What differentiates APEX from different mining companies? [32:13]
COL Moderators Key Takeaways [36:58]
Get the full insights and deep dives from our five featured companies: Apex Mining (APX), BPI, Citicore Energy REIT (CREIT), Meralco PowerGen (MGEN), and SM Investments (SMIC) from this video: https://youtu.be/U_JiAyYYMU8 COL Investor Summit 2025 | APX](https://i.ytimg.com/vi/kcTPIPiI0QA/mqdefault.jpg)
![Most Requested Stocks | COL Mid-Year Market Outlook 2022
COL Mid-Year Market Outlook 2022: Riding Through A Difficult 2nd Half
Most Requested Stocks with April Lynn Tan, CFA, Juanis Barredo, and Marvin Fausto
Recorded on July 29, 2022
Our experts discuss their fundamental and technical views on the most requested stocks by COL clients.
- Introduction [0:00]
- ALI [1:25]
- MBT [4:28]
- BDO [7:03]
- ACEN [8:42]
- JFC [11:14]
- SCC [13:53]
- MPI [17:25]
- DITO [19:40]
- AREIT [21:30]
- MEG [26:45]
- Most Requested Stocks Summary [28:39]
Please note that the views and opinions of our experts are for the short term (3-6 months)
#COLoutlook #philippinestockmarket #COLFinancial Most Requested Stocks | COL Mid-Year Market Outlook 2022](https://i.ytimg.com/vi/kqWdTnSI2Xw/mqdefault.jpg)

![Market Outlook: Key Global & Local Drivers
Market Outlook: Key Global & Local Drivers | Beyond Borders: Positioning Your Portfolio for Global Growth
Recorded on August 29, 2025
Moderated by Karlo Biglang-awa, Head of Customer Experience of COL Fund Source, with Melvin Esteban, FVP and Head of Wealth Management of COL Financial, and Marvin Fausto, President of COL Investment Management
- Introduction [0:00]
- 2025 Global Highlights [0:20]
- Expected Economic Growth Outlook in 2025: Global Forecast [2:33]
- Asias Growth Divergence: Asian Primary Highlights [4:54]
- Risks to Watch in the Asia [7:08]
- What will Trump mean in the markets? [7:23]
- Trumps Economic Implications [7:59]
- How to invest? Insights from the Narratives: Position for lower rates [12:30]
- How to invest? Insights from the Narratives: More to go in stocks [21:17]
- How to invest? Insights from the Narratives: Sell further dollar strength [22:38]
- How to invest? Insights from the Narratives: Go for gold [24:57]
- How to invest? Insights from the Narratives: Time for real estate [25:38]
- Philippine Landscape: Reshaping Growth Amidst Regional and Fiscal Shifts [26:14]
- PSEI Outlook: How cheap is the Philippine market? [36:04]
#COLFinancial #philippinestockmarket
DISCLAIMER:
This video is provided for informational purposes only. The conduct of this video does not constitute an endorsement, recommendation, or solicitation by COL. Prospective investors must conduct their own research and consult their own advisors as to legal, tax, business, financial and related aspects of an investment in the securities.
The price of securities can and does fluctuate, and any individual security may experience upward or downward movements, and may even become valueless. There is an inherent risk that losses may be incurred rather than profit made as a result of buying and selling securities.
COL is regulated by the Securities and Exchange Commission, with email address msrdsubmission@sec.gov.ph. For any concerns, please contact helpdesk@colfinancial.com. Market Outlook: Key Global & Local Drivers](https://i.ytimg.com/vi/mOlY22d-IOY/mqdefault.jpg)
![COL Clients Top Requested Stocks | COL Mid-Year Market Outlook 2026
Moderated by Charles Ang, COLs Head of Research
Featuring April Lee-Tan, COLs Chief Equity Strategist and Juanis G. Barredo, COLs Chief Technical Analyst
Recorded on July 11, 2026
Are you prepared to invest in the stock market this 2nd half of 2026?
💡 Turn investing insights into action. No account yet? Open a COL account and start investing today: https://signup.colfinancial.com/partnership?code=SM
🔴 Subscribe to our YouTube channel for more market guidance and investing tips!
🔴 Subscribe to COL Equity Strategist April Lee Tan’s YouTube channel for weekly stock market updates: https://www.youtube.com/@UC_dN9w5gslo5RdFYiDk_j6w
⏲ TIMESTAMPS
Most Requested Stocks [0:00]
JFC [1:22]
ALI [3:19]
BDO, BPI, MBT [6:05]
GLO & TEL [9:38]
AC [14:37]
ICT [16:28]
SCC [18:49]
MER [21:53]
MYNLD [24:28]
#COLFinancial #COLoutlook #philippinestockmarket
Disclaimers: This video is provided for informational purposes only. The conduct of this video does not constitute an endorsement, recommendation, or solicitation by COL. Prospective investors must conduct their own research and consult their own advisors as to legal, tax, business, financial and related aspects of an investment in the securities.
The price of securities can and does fluctuate, and any individual security may experience upward or downward movements, and may even become valueless. There is an inherent risk that losses may be incurred rather than profit made as a result of buying and selling securities.
COL is regulated by the Securities and Exchange Commission, with email address msrdsubmission@sec.gov.ph. For any concerns, please contact helpdesk@colfinancial.com. COL Clients Top Requested Stocks | COL Mid-Year Market Outlook 2026](https://i.ytimg.com/vi/mTURV1UICus/mqdefault.jpg)
![Trading Through Wartime Volatility | COL Expert Huddle 2022
COL Expert Huddle 2022: Trading Through Wartime Volatility
Technical Outlook by Juanis Barredo
Recorded on March 4, 2022
COL Chief Technical Analyst Juanis Barredo discusses his technical views on the market with the ongoing Ukraine-Russia crisis.
- Introduction [0:00]
- Technical Outlook by Juanis Barredo [2:18]
- Recap of the PSEi since our last Market Outlook (Jan 2022) [3:46]
- PSEis current performance [7:25]
- The Asian Scene: Some are stronger, but many are soft [8:56]
- Weekly View: Resistance and Support Levels [9:41]
- Catalysts and Risks [15:24]
- SP500: Divergence is seen but needs confirmation [19:28]
- US & Philippine Yields: Temporary corrections swing in [21:14]
- FED Rate Hikes & Emerging Markets Stock Performance [22:42]
- Recap of SP500 after a crisis of invasion/war [24:02]
- The Oily Truth: Why is oil so high? [26:51]
- US Dollar Index and Peso-Dollar: Patterns form [30:19]
- What do we do and what should we focus on? [31:48]
- Sub-Sectors: Mining, Property, and Financials Lead [38:46]
- Index 30: Stay with strength but watch their momentum [40:54]
- Index Stocks: Entry Recommendation [42:01]
- Juanis Barredos Summary [49:47]
#COLexperthuddle #philippinestockmarket #COLFinancial Trading Through Wartime Volatility | COL Expert Huddle 2022](https://i.ytimg.com/vi/mg8BNyopbNg/mqdefault.jpg)
![Investor Sentiment Survey Results | COL Market Outlook 2023
COL Market Outlook: The Way Forward
Investor Sentiment Survey Results by Charles Ang
Recorded on January 27, 2023
- Introduction [0:00]
- What do you think is the greatest risk in the market for 2023? [0:38]
- At what level do you think the PSEi will be at in 6 months? [1:12]
- Do you plan to change your exposure in stocks in the next 3-6 months? [2:50]
- How do you feel about your Philippine stock portfolio for the next 3-6 months? [3:30]
- Are you bullish or bearish on the following Philippine sectors? [4:42]
#COLfinancial #COLmarketoutlook #philippinestockmarket Investor Sentiment Survey Results | COL Market Outlook 2023](https://i.ytimg.com/vi/mklQJ8ax7Do/mqdefault.jpg)
![Market Outlook | COL Market Outlook 2025
Market Outlook | COL Market Outlook 2025
April Lynn Tan, CFA - COL Chief Equity Strategist
Recorded on January 17, 2025
- Introduction [0:00]
- A positive outlook on the market [0:08]
- PH stocks in 2024 suffering from heightened volatility [0:48]
- Why 2025 should be a better year for PH stocks [4:40]
- CREATE MORE Act and 99-year land leases to help PH attract more FDIs [11:24]
- Trump and trade war impact on the PH stock market [16:39]
- Numerous risks prevailing [18:06]
- Significant capital appreciation potential [25:02]
- Recommended strategy: Barbell [25:42]
- Property sector suffering from oversupply [26:22]
- Stock picks [27:18]
- Stock picks according to themes [30:14]
- Summary [30:59]
- Which amongst the catalysts is the most important to watch? [32:53]
Disclaimer:
Securities recommended, offered or distributed by COL Financial Group, Inc. are subject to investment risks, including the possible loss of the principal amount invested. Past business performance is not indicative of and does not represent future returns.
This video is provided for informational purposes only. The conduct of this video does not constitute an endorsement, recommendation, or solicitation by COL. Prospective investors must conduct their own research and consult their own advisors as to legal, tax, business, financial and related aspects of an investment in the securities.
COL is regulated by the Securities and Exchange Commission, with email address msrdsubmission@sec.gov.ph. For any concerns, please contact helpdesk@colfinancial.com.
#COLFinancial #COLconversations #philippinestockmarket Market Outlook | COL Market Outlook 2025](https://i.ytimg.com/vi/n-6uEoxamkI/mqdefault.jpg)
![Q&A Session | Beyond Borders: Positioning Your Portfolio for Global Growth
Q&A Session | Beyond Borders: Positioning Your Portfolio for Global Growth
Recorded on August 29, 2025
Moderated by Karlo Biglang-awa, Head of Customer Experience of COL Fund Source, with Melvin Esteban, FVP and Head of Wealth Management of COL Financial, and Marvin Fausto, President of COL Investment Management
- Takeaways and recap of the discussion [0:00]
- The best strategy for positioning ahead of a potential September Fed rate cut [1:11]
- How do lower US interest rates affect bonds compared with money markets? [2:30]
- If tariffs and supply issues keep inflation elevated, how can investors protect their portfolios? [4:30]
- Does US political risk matter if the dollar holds steady under Trump? [6:49]
- The best strategy for local investments given US tariffs [10:45]
- How will new US tariffs impact ASEAN — will exporters struggle while importers like the PH hold up better? [11:14]
- Outlook for India with the 50% tariff [12:34]
- What budget-friendly dividend investments make sense while tariffs remain an issue? [14:37]
- Do sector funds like tech still look attractive at current valuations? [16:42]
- What other global funds have a good potential for growth of my portfolio? [18:06]
- Which local themed or sector funds are positioned for the strongest growth? [18:13]
- Which low-cost global index funds (S&P 500, MSCI) are most accessible to Filipino investors? [20:12]
- How does taxes work on COL Global Funds? [21:01]
- On the four recommended funds, suggested deployment? 25% equally each? [22:36]
- Where to invest in Asia? How much diversification? [24:33]
- Do I shift from XSLWEIF (60% US) to XMLDGEF for greater China exposure? [29:02]
- How would a China-Taiwan conflict affect the Dragon Fund and local markets? [29:55]
- Undervalued Philippine equities [16:12]
- Fund Pick: COL Strategic Growth Fund [13:49]
- BSP cutting rates Bond funds in play! [15:04]
- Fund Pick: BPI ABF Phil Bond Fund [16:49]
- Investment Opportunities: Fund picks returns and thesis [17:53]
- Key Takeaways [33:16]
#COLFinancial #philippinestockmarket
DISCLAIMER:
This video is provided for informational purposes only. The conduct of this video does not constitute an endorsement, recommendation, or solicitation by COL. Prospective investors must conduct their own research and consult their own advisors as to legal, tax, business, financial and related aspects of an investment in the securities.
The price of securities can and does fluctuate, and any individual security may experience upward or downward movements, and may even become valueless. There is an inherent risk that losses may be incurred rather than profit made as a result of buying and selling securities.
COL is regulated by the Securities and Exchange Commission, with email address msrdsubmission@sec.gov.ph. For any concerns, please contact helpdesk@colfinancial.com. Q&A Session | Beyond Borders: Positioning Your Portfolio for Global Growth](https://i.ytimg.com/vi/n61At64amMc/mqdefault.jpg)

![How to Pick the Best Stocks When Everything is Cheap | COL Investor Summit 2023
COL Investor Summit 2023: Investing Strategies for the Smart Investor
How to Pick the Best Stocks When Everything is Cheap
Charles Ang, CFA | COL Head of Research
Recorded on June 10, 2023
- Introduction [0:00]
- Investing Decisions [1:00]
- How do you know if something is cheap? [3:50]
- Why is a stock price cheap or affordable? [7:18]
- Will a stocks price remain cheap or will it rise eventually? [11:44]
- Four common mistakes investors make [12:33]
- Where to find information that you can use as a guide [31:28]
- Summary of Charles segment [32:26]
- Is it okay to make mistakes when you are beginning to invest? [34:15]
- What is the best course of action to take when faced with an unexpected situation? [34:58]
- Are there any second tier or market leading companies that are affordable? [37:26]
- How often do opportunities to buy assets at affordable values come along? [42:20]
- Which sectors are resilient or considered defensive in todays market environment? [45:05]
- How should I allocate my investments in different sectors that would benefit the most when the market recovers? [46:08]
- When at a loss, when do you wait under the principle of cost averaging, and when do you pull the plug on a stock? [47:08]
- How do you know when sentiment or the market is about to turn, or when the cycle is about to end? [49:25]
- Would you suggest to avoid global stocks/feeder funds for now and focus more on local stocks/funds given the current situations? [51:14]
- What is the best consumer company? [52:15]
- What do you mean by no interest? [52:55]
- How do I identify if a stock is recession-proof? [54:10]
- Can you share which industries, as of this year, is experiencing the so-called end game or declining stage? [55:03]
- In a lack of interest environment, what would attract liquidity in the stock market? [55:50]
- May I know your thoughts on MPI? Do you expect the new valuation company to make the tender offer higher? [57:12]
Check out COLing the Shots for a list of recommended companies and their values!
DISCLAIMER:
This video is provided for informational purposes only. The conduct of this video does not constitute an endorsement, recommendation, or solicitation by COL. Prospective investors must conduct their own research and consult their own advisors as to legal, tax, business, financial and related aspects of an investment in the securities.
The price of securities can and does fluctuate, and any individual security may experience upward or downward movements, and may even become valueless. There is an inherent risk that losses may be incurred rather than profit made as a result of buying and selling securities.
For any questions and concerns, you may send us a message at helpdesk@colfinancial.com. COL Financial is regulated by the Securities and Exchange Commission. You may contact the SEC’s Markets and Securities Regulation Department at msrd_covid19@sec.gov.ph
#COLFinancial #philippinestockmarket How to Pick the Best Stocks When Everything is Cheap | COL Investor Summit 2023](https://i.ytimg.com/vi/naEgSOPo-Ig/mqdefault.jpg)