Uploaded August 2022 | Updated September 2026, 1 hour ago
COL Mid-Year Market Outlook 2022: Riding Through A Difficult 2nd Half
Q&A Session with April Lynn Tan, CFA, Juanis Barredo, and Marvin Fausto
Recorded on July 29, 2022
Our experts answer advance questions sent in by COL clients and some live questions from attendees.
- With earnings growth vulnerable to downgrades, how bad will it be? [0:00]
- How do we make money in this down market? [2:38]
- What is the likelihood of a global recession, and how will it affect PH economy? [3:51]
- How long will this global inflation last? [7:09]
- With the new government, how do you see markets in 2023? [9:31]
- What is your take on the mining industry with the current admin? [11:14]
- What indicators should we look out for to signal the ending of the bear market? [11:53]
- How will the Dennis Uy vs BDO issue affect his stocks? [12:30]
- Are there sectors that can thrive in this poor market condition? [13:00]
- At rising interest rates, is it still good to invest in REITs? [15:50]
- What is the best strategy today? Deplow now or wait for reversal? [18:05]
- Should we buy on dip then sell on rallies, or shift to buy and hold? [19:20]
- Why did JG Summit dispose of MER shares? [20:12]
- Any speculative stocks that you can recommend? [21:49]
- What's the reason behind the unusual US market reaction after the FED raised rates? [23:15]
- Parting words from April Tan and Juanis Barredo [27:34]
- Closing remarks and key takeaways [30:20]
COL Mid-Year Market Outlook 2022: Riding Through A Difficult 2nd Half
Q&A Session with April Lynn Tan, CFA, Juanis Barredo, and Marvin Fausto
Recorded on July 29, 2022
Our experts answer advance questions sent in by COL clients and some live questions from attendees.
- With earnings growth vulnerable to downgrades, how bad will it be? [0:00]
- How do we make money in this down market? [2:38]
- What is the likelihood of a global recession, and how will it affect PH economy? [3:51]
- How long will this global inflation last? [7:09]
- With the new government, how do you see markets in 2023? [9:31]
- What is your take on the mining industry with the current admin? [11:14]
- What indicators should we look out for to signal the ending of the bear market? [11:53]
- How will the Dennis Uy vs BDO issue affect his stocks? [12:30]
- Are there sectors that can thrive in this poor market condition? [13:00]
- At rising interest rates, is it still good to invest in REITs? [15:50]
- What is the best strategy today? Deplow now or wait for reversal? [18:05]
- Should we buy on dip then sell on rallies, or shift to buy and hold? [19:20]
- Why did JG Summit dispose of MER shares? [20:12]
- Any speculative stocks that you can recommend? [21:49]
- What's the reason behind the unusual US market reaction after the FED raised rates? [23:15]
- Parting words from April Tan and Juanis Barredo [27:34]
- Closing remarks and key takeaways [30:20]
