Global Market Wrap | From Philippines to Asia

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Short, simple market updates + Manila life stories. Beginner-friendly investing from the Philippines. Episodes are a mix of English and Japanese, with occasional Filipino phrases — reflecting real life in Manila and Southeast Asia. ⸻ フィリピン市場のシンプルなマーケット解説と、マニラでの生活エピソードをゆるくお届けします。 投資初心者にもわかりやすい番組です。 英語と日本語をメインに、時々フィリピンの言葉も交えながら、 リアルなマニラ生活の空気感と一緒に発信しています。

  1. 2d ago

    タイトル 🇵🇭 PSEiは小幅反発、しかしペソは史上最安値｜フィリピン株式市場 2026年9月14日

    2026年9月14日月曜日のフィリピン株式市場を振り返ります。PSEiは押し目買いで小幅反発し、6,075.07ポイントで終了。一方、フィリピンペソは1ドル＝62.86ペソまで下落し、史上最安値を更新しました。鉱業・石油セクターの動きや、BSPの金融緩和期待、ドル高が市場に与えた影響を簡潔に整理します。 #PSEi #フィリピン株 #PSE #USDPHP #PhilippinePeso #フィリピン経済 #ASEAN株

  2. 3d ago

    Stocks Held, the Peso Didn't | PSEi −0.47%, Peso at Record 62.68, Portfolio −15.76% | Week of Sep 7–11, 2026

    A Philippines addict slowly building a Philippine stock portfolio on the road to an SIRV (Special Investor's Resident Visa) and a move to Manila. This week the index barely moved, but the peso set two record lows. In this episode PSEi 6,090.60 → 6,061.81 (−0.47% on the week), day by dayPeso at a record 62.68, Brent back above $100, August CPI at 6.1%MUFG Bank wins a universal banking license in the PhilippinesPortfolio −15.76% (from an estimated −14.2%), market value −1.86% on the weekTop 5 losers and top 5 winnersStock notes: BDO, Jollibee, MeralcoDeep dive: how a domestic-demand portfolio holds up in a 62.68-peso worldFive things to watch next weekThis is a personal investing diary, not investment advice. Philippine equities carry currency and country risk. Please do your own research. #PhilippineStocks #PSEi #SIRV #InvestingInThePhilippines #PinchuTV

  3. Sep 5

    🇵🇭 PSEi Reclaims 6,000, the Peso Hits Three Record Lows, and Jollibee Heads to Hong Kong | Philippine Market Wrap (Aug 31–Sep 4, 2026)

    A weekly journal from a Philippines addict slowly building a PSE stock portfolio on the road to an SIRV visa and a move to Manila. The PSEi gained 2.25% this week to close at 6,090.60, reclaiming the 6,000 level it lost last week. But the peso set three record lows against the dollar, finishing at 62.59. August inflation eased to 6.1% — while rice prices accelerated to +19.4%. The biggest story: Jollibee (JFC), my largest holding, announced plans to spin off its international business and list it in Hong Kong. As a shareholder sitting on a 31% loss, I break it down from three angles — what I'll actually own, what it does to the balance sheet, and how the market is reading it. Also this week: SEC clearance for the P92.3 billion GCash (Mynt) IPO set for October 20, a sharp bounce in the banks (BPI +5.4%, BDO +4.2%), and an honest look at why my portfolio rose just 0.4% while the index rose 2.25%. In this episode: The PSEi day by dayAugust CPI at 6.1% and rice at +19.4%Three record lows for the pesoGCash (Mynt) IPO clearedPortfolio: -14.54% to -14.17%The Damage Report and the Rescue SquadStock comments: JFC, BDO, URCDeep dive: Jollibee's Hong Kong spin-offWhat I'm watching next weekThis podcast documents a personal investment journey and is not investment advice. Invest at your own risk. #PhilippineStocks #PSEi #Jollibee #GCash #PinchuTV

  4. Aug 29

    Three Broken Milestones: BSP Hikes to 5%, the Peso Breaks 62, PSEi Below 6,000 | Philippine Market Week Aug 24-28

    A Philippines addict slowly building a PSE portfolio on the road to an SIRV (Special Investor's Resident Visa) and a move to Manila. This is the weekly journal. Three milestones broke this week: the BSP hiked its policy rate to 5.00% (third straight meeting), the peso closed at a record-low 62.265 per dollar, and the PSEi fell 4.52% to finish below 6,000 for the first time in two months. The portfolio slipped to -14.5%. But there were signals worth keeping: Ayala Land was the only index stock to close green on Thursday's rout, and the Philippine Stock Exchange and Maynilad rallied against the tide. This week's deep dive: how to live in a five-percent world. 00:00 Opening00:35 The Headline01:20 How the Week Unfolded02:50 The Big Stories04:30 Portfolio Update05:40 Damage Report & Rescue Squad06:40 Stock Comments (Jollibee / BDO / PSE)08:00 Deep Dive: Living in a Five-Percent World09:10 What I'm Watching Next Week09:40 Closing Timestamps are approximate — adjust after recording. This podcast documents a personal investment journey and is not investment advice. Invest at your own risk. #PhilippineStocks #PSEi #EmergingMarkets #ASEAN #Investing

  5. Aug 23

    Hong Kong Gains 3.55% as the PSEi and Peso Weaken | Asia Market Wrap, 17–21 August 2026

    Hong Kong led seven Asian equity markets with a 3.55% weekly gain. Vietnam rose 2.26% and Indonesia added 1.93%, while the Philippine PSEi fell 0.93% and Singapore declined 0.95%. The Philippine peso also weakened by approximately 0.94% against the US dollar. This episode focuses on the regional equity markets, with only a brief personal note on holding Philippine shares through the week. Voice narration: AI-generated with ElevenLabs.

  6. Aug 16

    Singapore Leads, Hong Kong and Vietnam Fall 2% | Asia Market Wrap, 10–14 August 2026

    Seven Asian markets, one trading week. Singapore’s STI gained 0.79%, while the Philippine PSEi finished almost flat and the peso weakened by about 1% against the US dollar. Hong Kong’s Hang Seng Index and Vietnam’s VN Index both fell more than 2%. We also preview Thailand’s GDP release, Malaysia’s inflation data and Bank Indonesia’s August policy meeting.

  7. Aug 9

    🇵🇭 PSEi Gains 0.86%, Maynilad Joins the Index | ASEAN and Hong Kong Market Wrap, 3–7 August 2026

    The Philippine Stock Exchange index gained 0.86% over the week to close at 6,290.35. Philippine inflation eased to 6.2% in July, while second-quarter GDP growth was limited to 2.3%. This episode examines the addition of Maynilad Water Services, Inc. (MYNLD) to the PSEi and reviews market performance across Indonesia, Vietnam, Singapore, Malaysia, Thailand and Hong Kong. This programme is a personal market review and does not constitute investment advice. **Tags** Philippine stocks, PSEi, Philippine economy, ASEAN markets, Hong Kong stocks, emerging markets, Maynilad, MYNLD, PinchuTV

  8. Aug 1

    One Speech, One 20% Crash: Meralco's Brutal Week | Philippine Market Wrap Jul 27-31, 2026

    A Philippines addict slowly building a PSE portfolio on the long road to an SIRV (Special Investor's Resident Visa) and a move to Manila. This is the weekly record. This week (Jul 27-31): President Marcos' SONA called for scrapping the "system loss charge" — and Meralco collapsed 20% (P600 → P480)The PSEi fell 0.71% to 6,236.44, a second straight weekly decline; the peso bounced off its record low of 61.847BDO posted a record P40.7B first-half net incomeBSP sees July inflation at 5.6-6.6%, easing from June's 6.9%The portfolio improved from -13.2% to -12.85%, beating the index for a second straight weekTrades: 10 more Jollibee shares (dividend reinvestment) and 200 shares of DMCDeep dive: what a 20% utility crash teaches about policy riskI'm traveling without my mic this week, so an AI voice (ElevenLabs) is filling in. The words are all mine. Disclaimer: This podcast documents a personal investment journey and is not investment advice. Investing in Philippine stocks involves currency and country risks. Invest at your own risk. #PhilippineStocks #PSEi #EmergingMarkets #ASEAN #Jollibee #Meralco

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Short, simple market updates + Manila life stories. Beginner-friendly investing from the Philippines. Episodes are a mix of English and Japanese, with occasional Filipino phrases — reflecting real life in Manila and Southeast Asia. ⸻ フィリピン市場のシンプルなマーケット解説と、マニラでの生活エピソードをゆるくお届けします。 投資初心者にもわかりやすい番組です。 英語と日本語をメインに、時々フィリピンの言葉も交えながら、 リアルなマニラ生活の空気感と一緒に発信しています。

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