Uploaded January 2023 | Updated September 2026, 1 hour ago

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COL Market Outlook: The Way Forward
Fundamental Analysis by April Lynn Tan, CFA
Recorded on January 27, 2023

Chief Equity Strategist April Lynn Tan, CFA shares her fundamental outlook on the PH market, insights on catalysts and risks, and her stock picks.

- Introduction [0:05]

- Reasons why PH stocks should continue to go up this year [0:33]

- PH to benefit from fund flows to emerging markets [6:56]

- Risks to markets’ strong performance [11:10]

- Risk: PH inflation yet to peak [15:00]

- Risk: PH government has limited fiscal space [16:14]

- Strategy: Conservative Approach [19:07]

- Strategy: Portfolio Allocation [20:40]

- Stock Picks: REITs, Power, Holding Cos., Banks, Properties, Consumers [21:30]

- Stock Picks: Buy on dips [23:12]

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