2012: Philippines the best bet in ASEAN

Consensus said:

EMs weak and growth in Philippines 'surprisingly strong'

We said:

We remain structurally positive on the Philippines given its relatively low exposure to external headwinds - either via trade, commodities trade, or funding channels. Additionally, improved macro fundamentals have led to a wider policy bandwidth and potentially a virtuous growth cycle. (LSR Daily Note 16th July 2012)

Outcome:

PSEi up 20% in 12 months, up 10% in 2013 to date

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