Jonathan Ravelas, BDO
Jonathan Ravelas, BDO
29 September 2021
Across the ASEAN: Will the PSEi See Better Days in the 4th Quarter?
The PSEi in Manila defied the broader selloff across the Asia-Pacific and closed out Wednesday with gains. And while sentiment may be improving, there are still lingering COVID-19 uncertainties clouding the Philippines' efforts to reopen, and low vaccination rates still weighing on sentiment. Jonathan Ravelas, Chief Market Strategist for BDO, joined us on Across the ASEAN to share his thoughts on what's next for Philippine markets, and the key risks he's watching out for.
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Listen to his previous podcasts:
6 January 2021
Across the ASEAN: The Risks and Opportunities for Philippine Markets in 2021
Jonathan Ravelas, Chief Market Strategist for BDO in Manila, joined us on the first episode of Across the ASEAN in 2021. He discussed the bank's outlook for the PSEi and earnings, along with how inflationary pressures may be keeping investors a bit wary for the time being. He also shared his thoughts on where the Philippine Peso may be heading this year, as well as the planned listing of 4 REITs on the Philippine Stock Exchange.
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8 April 2020
Across the ASEAN: How Viruses and Quarantines are Shaping Philippine Consumer Sentiment
Philippine markets haven't seen this type of volatility in years, and questions remain over how enhanced quarantine measures across the country will reshape consumer sentiment and business confidence. Jonathan Ravelas, Chief Market Strategist for BDO, joins us from Manila on Across the ASEAN to share his thoughts on how the COVID-19 pandemic is shaping the Philippines' economic outlook, and provides advice for investors looking for bargains in Manila.
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24 July 2019
Across the ASEAN: Of Philippine Bull Markets and Ambitious Bees
As Philippine markets flirt with a possible bull market, BDO Chief Market Strategist Jonathan Ravelas joins us on Across the ASEAN to talk about what's driving confidence out in Manila, and what to expect from the Duterte Administration in the second half of the President's term. He also touches on Jollibee's recent acquistion of Coffee Bean and Tea Leaf, and what this says about Philippine conglomerates going global.
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18 April 2019
Across the ASEAN: Philippine Markets with BDO's Jonathan Ravelas
BDO's Chief Market Strategist Jonathan Ravelas thinks that volatility yields opportunity. He also comments on the country's strong GDP figures, valuations of Philippine stocks, the Peso's outlook and upcoming mid-term elections.
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