Uploaded November 2022 | Updated September 2026, 10 minutes ago

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COL Multi-Asset Investing Summit: Is 2023 a Year of Opportunity? (Day 1)
Local Outlook
Marvin Fausto and Nicholas Mapa
Recorded on November 23, 2022

- Introduction [0:00]

- Global outlook recap [1:00]

- US money supply is sharply lower leading to potentially lower inflation [1:10]

- Inflation is already peaking and will probably come down [2:08]

- Bloomberg dollar index [2:53]

- Dollar (Inverted) and MSCI World Index [3:14]

- Julius Baer's forecast on 2023 FED Funds Rate [3:55]

- Historical performance of S&P 500 Index [4:33]

- Local outlook by Nicholas Mapa [7:20]

- Assessment of the Philippine Economy: Glass half-empty, glass half-full [8:15]

- Philippine economic growth prospects [9:04]

- Philippine economic headwinds: The triple threat [12:54]

- USD/PHP and local rates [20:45]

- ING expects FED rate cuts in the 3rd quarter of 2023 [26:00]

- Summary of the Philippine economic outlook [27:06 ]

- Q&A Session with Nicholas Mapa [28:51]

- What are the top problems that will hinder the economic growth of the Philippines? [29:09]

- Which industries will be able to recover faster in 2023? [32:50]

- Will the P60 hard-line defense of BSP work? [34:41]

- How to balance fiscal pump priming in infra vs debt controls? [35:47]

- What sectors will be most affected due to the slowdown in gov't spending? [37:32]

- Will PPP work given past delays in rate hikes for previous private investments? [39:03]

- Nicholas Mapa's closing remarks [40:00]


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