Uploaded August 2023 | Updated September 2026, 2 hours ago

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Fundamental Market Outlook by April Lynn Tan, CFA
Recorded on July 22, 2023

- Introduction [00:00]

- PSEi performance overview [0:48]

- Factors why PH market can outperform vs US market [4:00]

- Risks to the bullish view of the US economy [5:10]

- How will the Philippines be affected with US economic risks? [13:51]

- Overview of the PH fundamentals [17:10]

- Risks to the PH market [25:23]

- Recommended strategy [27:05]

- Stock picks [29:07]

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