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What do you think President Aquino should tackle in his upcoming SONA?


Jomar Lacson

Title : What do you think President Aquino should tackle in his upcoming SONA?
Posted : 07/19/2010 03:16:41 PM
President Noynoy Aquino is expected to give his first state of the nation address (SONA) on 26 July.

Our view is that the market will closely watch what he will be saying (or not saying) in the SONA for direction. At these levels, calling this right could either create a lot of profit or minimize the downside risk.

So what do you think is important for investors to know from President Aquino? Should it be a call for growth or a call for fiscal austerity? Would signaling the start of a government crackdown on tax evasion or corruption be better for the market or worse?

 

 
 
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