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SELL IDEAS > Weather Sells

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

SSI Group: Building on aspirations and affordability

Daily Navigator 17 April 2013

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Daily Navigator 25 Mar 2013

Daily Navigator 21 Mar 2013

Daily Navigator 18 Mar 2013

Daily Navigator 11 Mar 2013

MARKET NAVIGATOR
Choking on the US fiscal pill
An economic brief on the implications of the imminent "US fiscal cliff" more
Buy with the economy in Mind – Market Navigator
Frontpage picThis is our 2H 2012 Market Navigator Strategy Report. We maintain a POSITIVE market rating and have a new set of sector and stock recommendations more
Market Strategy: A rather inebriated market
Frontpage picWe have upgraded our market rating from neutral to POSITIVE with our new market strategy report. Investors, however, should look at the recent rise in equities with cautious optimism. more
Market Navigator – 21 June 2011
The Philippine strategy report maintains a negative market rating based on concerns surrounding earnings momentum and rising regional and global threats. more
"Earnings chase after valuations"
Our newest market commentary contains our outlook for 2011, which includes key investment themes and stock recommendations for the year. more
"Uncertainty over Momentum" – Market Navigator, 01 September 2010
Our new market outlook and strategy reviews our stock picks over the past 12 months and takes readers through our new market expectations, stock recommendations, and investment themes more
Market Commentary 04 May 2010
For our market commentary, we introduce investors to the Real–Estate Investment Trust; a new investment product that could be an interesting issue for 2010 more
Market Commentary 20 April 2010
This is a market commentary for the 1st quarter of the year. This report contains analysis and comments of the market as well as strategies and stock picks more
"Stock Hunting on Slippery Slopes"
Our most recent Market Commentary details our investment strategy for the start of the year as well as our stock picks more
"Of Dichotomies and Duopolies" – Market Commentary (23 July 2009)
This report contains analysis and comments on recent market developments, events, and outlook. This report may contain changes to our stock recommendation and strategies. For this week, we downgraded our market view from positive to NEUTRAL due to concerns that market valuations have risen ahead of... more
Market Commentary 12 May 2009
"A Mixed Environment for 1Q09 Earnings"
Analysis and comments on market developments, events, and outlook. This report may contain changes to our stock recommendation and strategies. For this issue, we discuss out thoughts on the economic and financial
environment, the first... more
Market Commentary 31 March 2009
Market Navigator Summary:
Weekly comments on market developments, events, and outlook. This report may contain changes to our stock recommendation and strategies. For this week, we discuss the recent rally in the US and its implication on the local market. We also revisit our buy... more
Market Commentary 16 March 2009
The Invisible War
more
Market Commentary 11 February 2009
Weekly comments on market developments, events, and outlook. This report may contain changes to our stock recommendation and strategies. For this week, we discuss initial earnings results and the Obama proposed stimulus package.
more
Market Strategy – 02 December 2008
Earnings Analysis. With the conclusion of the 3Q08 earnings season, we find reasons to be
optimistic and reason to be pessimistic over earnings going into 2009. The primary reason to be
optimistic is that earnings growth held during the toughest quarter of the year in terms of... more
Market Strategy– 27 October 2008
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