Philippine Economy Talk

**dreamur** · March 2nd, 2023 03:18 PM

Tumpak. In short, it's dollar inflow. The more confident the foreign investors are in the government and the economy, the more $ will flow in. Unfortunately, those factors are missing when digong took office and babym is trying to restore, read: foreign travels.

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**uls** · March 2nd, 2023 03:29 PM

there's no more incentive for dollars to seek yield in emerging markets

US interest rates are now high enough so dollars are happy to stay in the US

**bugsmobile** · March 2nd, 2023 03:34 PM

Originally Posted by uls

malas si bbm

Yup couldn't agree more, Malas talaga si BBM sa Pilipinas. Hehe

**dreamur** · March 2nd, 2023 03:36 PM

Originally Posted by uls

there's no more incentive for dollars to seek yield in emerging markets

US interest rates are now high enough so dollars are happy to stay in the US

Disagree. How many companies in the last 2 -3 years were trying to expand in Asia and look at PH as an option but eventually decided to put up plants in Vietnam, Thailand and Indonesia? Those were $ lost.

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**uls** · March 2nd, 2023 03:47 PM

^^^

ok you're talking about foreign direct investment (FDI)

i was talking about portfolio investment (stocks, bonds, etc)

kahit ako if i was a foreign company di ko first choice ang pinas

dun ako sa mas investor-friendly ASEAN countries

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Originally Posted by bugsmobile

Yup couldn't agree more, Malas talaga si BBM sa Pilipinas. Hehe

hehe

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**uls** · March 2nd, 2023 03:53 PM

kaya hirap na hirap umangat ang psei kasi there's lack of foreign buying

**dreamur** · March 2nd, 2023 04:01 PM

Originally Posted by uls

^^^

ok you're talking about foreign direct investment (FDI)

i was talking about portfolio investment (stocks, bonds, etc)

kahit ako if i was a foreign company di ko first choice ang pinas

dun ako sa mas investor-friendly ASEAN countries

- - - - - - - - - - - - - - - - - - - - - -

hehe

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Fair. But do you have a study of how much tbills/bonds foreign companies invested vs FDI? You can throw in the ofw remittances and see who contributes the most.

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**dreamur** · March 2nd, 2023 04:03 PM

Originally Posted by uls

kaya hirap na hirap umangat ang psei kasi there's lack of foreign buying

Likewise investment in PSEI goes back to investor's confidence in the admin and local economy.

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**uls** · March 2nd, 2023 04:22 PM

Originally Posted by dreamur

Fair. But do you have a study of how much tbills/bonds foreign companies invested vs FDI? You can throw in the ofw remittances and see who contributes the most.

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wait

i'm the one who's saying there's little $$$ (hot money) entering PH coz mataas ang US interest rates now (less incentive to seek yield abroad)

evidence nga ung lack of foreign buying kaya hirap umangat PSEI

**dreamur** · March 2nd, 2023 04:51 PM

Originally Posted by uls

wait

i'm the one who's saying there's little $$$ (hot money) entering PH coz mataas ang US interest rates now (less incentive to seek yield abroad)

evidence nga ung lack of foreign buying kaya hirap umangat PSEI

What if I tell you that US companies get more returns on their money if they expand in the Philippines (not buy PSEI stocks)?

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