Business - Stock Commentary | Philstar.com
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Tax relief could support consumption, but weak revenue offsets may pressure yields, the peso and valuations.
A 25bp BSP hike looks priced in, making Governor Remolona's forward guidance the bigger market driver.
Vegetable price spikes from floods could add to August inflation and keep policy risks elevated.
FPH rejected KKR's FGEN proposal, removing the immediate tender catalyst while signaling higher perceived value.
Remittance growth stayed positive but slowed, weakening support for household spending amid high inflation.




