Jensen’s Alpha
This is the John F. Kennedy and Marilyn Monroe story with a James Bond twist that involves ‘From Russia with Love’ geopolitics and ‘View to a Kill’-level…
· 1 MIN READ
Jomar Lacson
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Multiverse thinking in a web of changes
· 3 MIN READ
Shaken, not stirred
With new lows, it is not surprising that the local equity market, as reflected by the Philippine Stock Exchange Index, is finding it difficult to find its way…
· 1 MIN READ
Inflation, E-Wallets
Saving and investing are hard but necessary amid the threat of inflation.
· 1 MIN READ
A fresh wave of Japan FDI?
Even today, we see major Japanese houses such as Mitsui and Marubeni investing in the Philippines through our own local conglomerates in power, energy, and…
· 1 MIN READ
The best-laid plans
Does this gap between expectation and reality make planning pointless? Quite the opposite. That gap is risk. Sometimes it is narrow, sometimes it is wide.…
· 1 MIN READ
Price-taker’s curse: Distant shocks and Filipino wallets
Like Tatooine at the Outer Rim, small economies such as the Philippines may seem far from the center of power, but they still get pulled into the consequences…
· 1 MIN READ
Slaying monsters, managing extremes
Apart from the floods, the extreme weather has also resulted in multiple class suspensions, consequently leading to extended disruptions to learning.
· 1 MIN READ
How consumption culture affects the peso
Governor Remolona was not talking about the Filipino on the street but rather the Filipino as an aggregate representation of the country’s consumers and firms.
· 1 MIN READ