Uploaded August 2022 | Updated September 2026, 1 hour ago

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COL Mid-Year Market Outlook: Riding Through A Difficult 2nd Half
Market Outlook by April Tan
Recorded on July 29, 2022

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 [0:00]

- Market Recap for the 1st half of 2022 [0:18]

- The good news: The worst could be over soon [3:33]

- Year-to-date commodity prices fall [4:13]

- Recession might keep inflation and interest rates from rising [5:46]

- Global central banks are now raising rates [10:51]

- The good news: PH is learning to live with the virus [12:33]

- The good news: Marcos assembles an impressive economic team [13:23]

- The bad news: Economic slowdown to hurt corporate profits [14:43]

- The bad news: The new administration has limited fiscal space [16:11]

- Still optimistic as potential earnings downgrade are already priced in [18:12]

- Companies and insiders start buying back their shares [20:39]

- April Tan's investing strategies [22:10]

- Stock Picks: REITs, Defensive stocks, and Long-term investments [25:33]

- April Tan's summary [27:32]

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