Uploaded January 2023 | Updated September 2026, 1 hour ago
COL Market Outlook: The Way Forward
Q&A Session with Charles Ang, April Tan, and Juanis Barredo
Recorded on January 27, 2023
- Introduction [0:00]
- If a recession happens to the US, what will happen to our market? [0:18]
- What are the prospects for the Philippines with the reopening of the Chinese economy? [02:53]
- What is your outlook for the Peso/Dollar exchange rate for 2023? [03:56]
- If the inflation continues, will the PH stock market still rally? [05:24]
- What's your outlook for stock market this year and what can ignite a strong bull scenario for the PSEi [10:03]
- Which sectors and stocks are your top picks for 2023 and why? [16:53]
- What’s COL’s opinion on the recommendation to go fixed income & lessen equity exposure given the macro environment? [20:32]
- What is the best investing strategy? [23:50]
- Which stocks will be involved in the MSCI rebalancing? [25:49]
- What's the greatest risk for the market in 2023? [26:18]
- Which industry will strive during a recession? [27:23]
- Are we still looking at a recession given the high US GDP rate? [28:19]
- What is the current stage/cycle of the Philippine stock market? [30:31]
- What are your thoughts on REITs? [31:36]
- What do you think will signal a reversal for the rally of equity markets? [34:40]
- How durable is the formation of a "golden cross" in signaling a reversal of a trend? [35:52]
- What are your insights on the mining industry with the EV and renewable industry booming? [37:34]
- What are your view on mutual funds? [39:20]
- The PSEi Elliott Review: A Truncated 5th Wave [18:21]
- The PSEi Rally: Overstretched and due for a correction [19:52]
- Summary [21:43]
- PSEi strategy: What to expect and what to do [24:06]
- The PSEi Underpinnings [25:02]
- Trading ideas: Financial and consumer-related stocks [26:17]
- PSEi members short-term action targets and stops [28:00]
- Technical Analysis concluding remarks [29:00]
#COLFinancial #COLmarketoutlook #philippinestockmarket
COL Market Outlook: The Way Forward
Q&A Session with Charles Ang, April Tan, and Juanis Barredo
Recorded on January 27, 2023
- Introduction [0:00]
- If a recession happens to the US, what will happen to our market? [0:18]
- What are the prospects for the Philippines with the reopening of the Chinese economy? [02:53]
- What is your outlook for the Peso/Dollar exchange rate for 2023? [03:56]
- If the inflation continues, will the PH stock market still rally? [05:24]
- What's your outlook for stock market this year and what can ignite a strong bull scenario for the PSEi [10:03]
- Which sectors and stocks are your top picks for 2023 and why? [16:53]
- What’s COL’s opinion on the recommendation to go fixed income & lessen equity exposure given the macro environment? [20:32]
- What is the best investing strategy? [23:50]
- Which stocks will be involved in the MSCI rebalancing? [25:49]
- What's the greatest risk for the market in 2023? [26:18]
- Which industry will strive during a recession? [27:23]
- Are we still looking at a recession given the high US GDP rate? [28:19]
- What is the current stage/cycle of the Philippine stock market? [30:31]
- What are your thoughts on REITs? [31:36]
- What do you think will signal a reversal for the rally of equity markets? [34:40]
- How durable is the formation of a "golden cross" in signaling a reversal of a trend? [35:52]
- What are your insights on the mining industry with the EV and renewable industry booming? [37:34]
- What are your view on mutual funds? [39:20]
- The PSEi Elliott Review: A Truncated 5th Wave [18:21]
- The PSEi Rally: Overstretched and due for a correction [19:52]
- Summary [21:43]
- PSEi strategy: What to expect and what to do [24:06]
- The PSEi Underpinnings [25:02]
- Trading ideas: Financial and consumer-related stocks [26:17]
- PSEi members short-term action targets and stops [28:00]
- Technical Analysis concluding remarks [29:00]
#COLFinancial #COLmarketoutlook #philippinestockmarket
