Investment Ideas: November 27, 2024

Here is our report for today, November 27, 2024, with some insights into various investment opportunities.

Here are some key highlights:

• Bond Market Overview: Current yields for dollar-denominated bonds remain attractive, with some offering yields around 4.908% and longer-dated securities reaching up to 5.404%. Peso-denominated government securities present a steeper yield curve, with rates progressively increasing from 5.930% for medium-term bonds to 6.100% for longer-dated instruments.
• Stock Recommendations: We are OVERWEIGHT on the biggest local bank. We hold a NEUTRAL view on a container services company, and we are UNDERWEIGHT on a major food and beverages company.
• UITF Spotlight: The featured Japan Equity Feeder Fund has demonstrated robust performance with a year-to-date return of