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  1. Join Date
    Feb 2008
    Posts
    10,760
    #1181
    Anong projection mo uls? Sa gitna ako - 6.8

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  2. Join Date
    Oct 2012
    Posts
    3,675
    #1182
    Spaghetting pababa ang psei... its gonna be a long hold para makabawi ako... yoko na dumagdag, pagod na ako humabol...


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  3. Join Date
    Nov 2005
    Posts
    34,817
    #1183
    Quote Originally Posted by dreamur View Post
    Anong projection mo uls? Sa gitna ako - 6.8

    Sent from my SM-N950F using Tapatalk
    can't say Sir pero definitely higher than August's 6.4%

    coz tumataas parin fuel and food prices

    tapos ung typhoon damage pa

  4. Join Date
    Feb 2008
    Posts
    10,760
    #1184
    Quote Originally Posted by uls View Post
    can't say Sir pero definitely higher than August's 6.4%

    coz tumataas parin fuel and food prices

    tapos ung typhoon damage pa
    Guess it gets worse before it gets better.

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  5. Join Date
    Nov 2005
    Posts
    34,817
    #1185
    i forgot there's also further PHP depreciation from Aug to Sept which also adds to inflation

    yes it gets worse before it gets better

    -

    PH's widening current account deficit (more $$$ going out than coming in)

    eventually it will self-correct in a painful way

    coz as $$$ become more expensive making imports more expensive demand for imported goods will go down (too expensive) so demand for $$$ will go down

    that'll will narrow the current account deficit
    Last edited by uls; October 1st, 2018 at 03:04 PM.

  6. Join Date
    Nov 2005
    Posts
    34,817
    #1186
    as prices of basics keep rising people will cut back on non-essentials (consumer discretionary)



    durable goods or consumer durables:


    Re automobiles there's data on that -- car sales keep falling month after month

    wish we have data on appliance sales it's a good indicator

    re apparel... no data on that but lots of discounted apparel everywhere

    re entertainment & leisure no data but looks like people are still going to movies and restaurants are full

  7. Join Date
    Jan 2003
    Posts
    2,407
    #1187
    Quote Originally Posted by uls View Post
    as prices of basics keep rising people will cut back on non-essentials (consumer discretionary)



    durable goods or consumer durables:


    Re automobiles there's data on that -- car sales keep falling month after month

    wish we have data on appliance sales it's a good indicator

    re apparel... no data on that but lots of discounted apparel everywhere

    re entertainment & leisure no data but looks like people are still going to movies and restaurants are full
    Aside from train, malaki epekto ng regulation ng tnvs. I am not seeing a lot of 4th gen vioses on the road.

    Sa entertainment, parang yan yung di pinaka naaapektuhan ng slowdown kung sakali. Historically, one of the more resilient industries. Laki ng kita ng excess baggage at the hows of us.

  8. Join Date
    Nov 2005
    Posts
    34,817
    #1188
    ^^^

    haha ung hows of us grabe ang pila

  9. Join Date
    Jan 2013
    Posts
    1,853
    #1189
    Quote Originally Posted by A121 View Post
    Aside from train, malaki epekto ng regulation ng tnvs. I am not seeing a lot of 4th gen vioses on the road.

    Sa entertainment, parang yan yung di pinaka naaapektuhan ng slowdown kung sakali. Historically, one of the more resilient industries. Laki ng kita ng excess baggage at the hows of us.
    People watch movies para di maalala na wala na sila pambili ng bigas. Para makalimot. Makita lang idol nila na pogi at may happy ending at forever, uuwi mga tao na masaya. Panandaliang aliw sa 6 na taong pagdurusa.

    Sent from my ONEPLUS A3000 using Tapatalk

  10. Join Date
    Nov 2005
    Posts
    34,817
    #1190
    what's gonna happen to PH economy?

    it's gonna slow down

    why?

    higher oil prices --> higher inflation --> higher interest rates

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Philippine Economy Talk