Business - Stock Commentary | Philstar.com

Lower pump prices helped May vehicle sales recover, though financing costs and weak purchasing power still constrain demand.

Peso strength could lower Maynilad bills while leaving regulated utility earnings broadly neutral under the FCDA mechanism.

Office demand recovery hinges on BPO growth as AI reshapes tenant needs and Bay Area vacancies remain elevated.

Lower fuel prices may ease inflation, while strategic petroleum reserves aim to strengthen long-term energy security.

Manufacturing returned to expansion, but elevated input costs and weak exports continue to weigh on the sector.