Stay Defensive on Philippines for 1H2014

Luz Lorenzo

15-Jan-14 11:06

Stay Defensive on Philippines for 1H2014

Luz Lorenzo, Head of Research at Maybank Kim Eng, the Philippines talks about her outlook for the Philippines:

- the Philippines stock market underperformed recently, raising concerns about Bangko Sentral rate hikes in the months ahead. Should we be concerned, or are fears inflated?

- the Philippines saw an increase in net FDI inflows of 35% to USD3.4bn in Jan-Oct 2013. This comes in the wake of a 66% increase to USD2534mn in net FDI inflows in Oct 2013. Likely to continue seeing foreign investors big on the Philippines?

- reconstruction work from typhoon Haiyan?

- bearish or bullish on the Philippines?

- recommendations

BFM's Khoo Hsien Chun speaks with her.

This and more than 60,000 other podcasts in your hand. Download the all new BFM mobile app.

Categories:

Tags: morning fix, philippines, 2014 outlook

Today’s Shows

6:00 AM

The 6AM Stretch

Thought-provoking discussions on ideas, people and events shaping our lives.

7:00 AM

World Market Watch

Michele Schneider, Chief Strategist, Market Gauge, tells us where international markets are heading.

7:15 AM

Morning Brief

We recap global and local headlines from today's papers and portals.

7:30 AM

Morning Brief

Patrick Ziechmann of PwC breaks down the ASEAN auto market and its outlook.

7:45 AM

Morning Brief

Dr Adrian Ang of S Rajaratnam School of International Studies unpacks US political developments, including Charlie Kirk's murder.

8:00 AM

The Breakfast Grille

LIVE: Oleksandr Merezhko, Chairman of the Foreign Affairs Committee of Ukraine’s parliament, discusses the war, peace efforts, integration goals, and ties with ASEAN.

8:30 AM

Morning Brief

P Gunasegaram, independent business writer discusses the implementation of the incoming RON95 subsidy rationalization.

8:45 AM

Morning Brief

(REPEAT) We dive into the local and international news that matters to you.

9:00 AM

Opening Bell

(REPEAT) Michele Schneider, Chief Strategist, Market Gauge, tells us where international markets are heading.

9:15 AM

Opening Bell

Ray Kwok, Director of Research Department, CGS International Hong Kong Limited weighs in on the price war in the chinese EV market.

9:35 AM

The Property Show

Simraatraj Kaur Dillon of Architects of Diversity discusses the extent of racial discrimination in Malaysia's rental housing market.

10:05 AM

Open For Business

Franchesca Chia, Founder & CEO, GoGet on building GoGet from an early startup idea into a nationwide service.

11:00 AM

The Workplace

Dr. Randeep Gug, Managing Director, CQF Institute dives into findings of Careers Guide to Quantitative Finance.

12:00 PM

Enterprise Explores

Kamales Lardi, Founder, Lardi & Partner Consulting on how Malaysia can build an inclusive, human-centric digital economy.

1:00 PM

The Breakfast Grille Repeat

Oleksandr Merezhko, Chairman of the Foreign Affairs Committee of Ukraine’s parliament, discusses the war, peace efforts, integration goals, and ties with ASEAN.

2:05 PM

Discovery Hour

3:05 PM

Earth Matters

From reforestation to community-led campaigns, Save Rivers and Indigenous peoples are safeguarding Sarawak’s lands. This Malaysia Day, we explore how their fight shapes our national story.

4:05 PM

Health & Living

We break down what the new National Rare Disease Policy lays down for the community, and how Budget 2026 can better address the needs of people living with rare diseases.

5:00 PM

Top 5 at 5

6:00 PM

Big Issue

7:00 PM

Stories of KL

8:00 PM

Cruise Control

Daniel Fernandez, Managing Editor, dsf.my

PROGRAMMES