Bernard III San Juan’s Post

Catch the latest insights about the Philippine digital economy from Truelogic Managing Partner Bernard San Juan III on ANC's Market Edge.

Dear Team CNBC-TV18 TV 18, thank you very much for the interview opportunity. Key Takeaways of the video include:   a)      Two key concerns emerging in India include a) Slowdown in Credit growth from retail specially b) Earnings slowdown relative our expectation of 13—15% expectation for F2025E. To buckle this, we are overweight Pharmaceutical space as well as Select Cap goods and Industrial space b)     Our biggest bet in Capex/industrial is in the Power space due to doubling of capacity coming up in the next 5 years. We like a range of subsectors including cable cos; generating cos. Especially Green and Equipment manufactures or EPCs c)       In consumption we have concerns on results. Also, valuations are expenses. We prefer bottling play due to their growth domestically and increasing footprint globally d)     AMCs have had a strong run in the bourses due to the domestic FII inflows which has been over US$35 bn FYTD and markets too have moved up 10%-30% between large cap and small cap space. e)     Stock exchanges are currently being hampered by volume growth in Options due to regulatory changes  Please do get back to us for any questions; thank you Team JM PMS Chirag NegandhiDarius PandoleManali PilankarSaurabh ShetgePrajakta DeshmukhRakesh ParekhTilak PillaiAshu TomarAarti MalhotraPooja AhujaVinamra HirawatSwati JhunjhunwalaRahul JainGazal GuptaSudarshan Padmanabhan

There's a positive bias in early trading driven by pre-open gains in many mega-cap names. Treasury yields are little changed this morning. Read more in the Morning Brew.

A political agreement on EMIR 3.0 has been reached, with the ‘active account requirement’ expected to take effect in Q1 2025. While formal ratification in Brussels is expected by April, many buy-side firms are already increasing their activity in euro swaps and short-term interest rate derivatives at Eurex.   Imagine you could optimise your Euro risk management and unlock reduced risk, lower margin rates, efficient collateral, and integrated repo markets in one swift action?    Leveraging Eurex’s initiatives, firms can trade and clear all products across the euro yield curve, including: ✅ OTC interest rate swaps. ✅Listed European government bond futures. ✅STIR derivatives referencing Euribor and €STR rates. 🌐 Find out how you can harness efficiencies through bundled euro trading and clearing with Eurex here: https://lnkd.in/dW_xVY8T #eurex #fxmarkets #fxtrading #derivativestrading #riskmanagement

There's a positive bias in early trading driven by pre-open gains in many mega-cap names. Treasury yields are little changed this morning. Read more in the Morning Brew.

This week's OMNIS update is now live on our website💻 Take a look to catch up to speed with the most recent industry news👇 https://lnkd.in/ez3c_br3 #OMNISupdate #financialservicesnews #investmentmarket

Earnings results since yesterday's close have garnered mixed responses. Another move up in rates has contributed to premarket selling in equities. The 10-yr yield is up two basis points to 4.20% and the 2-yr yield is three basis points higher than yesterday at 4.05%. Read more.

Earnings results since yesterday's close have garnered mixed responses. Another move up in rates has contributed to premarket selling in equities. The 10-yr yield is up two basis points to 4.20% and the 2-yr yield is three basis points higher than yesterday at 4.05%. Read more.

Earnings results since yesterday's close have garnered mixed responses. Another move up in rates has contributed to premarket selling in equities. The 10-yr yield is up two basis points to 4.20% and the 2-yr yield is three basis points higher than yesterday at 4.05%. Read more.

Earnings results since yesterday's close have garnered mixed responses. Another move up in rates has contributed to premarket selling in equities. The 10-yr yield is up two basis points to 4.20% and the 2-yr yield is three basis points higher than yesterday at 4.05%. Read more.