Investment Ideas: September 17, 2025

Here is our report for today, September 17, 2025, with some insights into various investment opportunities.

 Here are some key highlights:

• Bond Market Overview: Dollar-denominated bonds offer yields ranging from 4.168% to 4.995%, with maturities between June 2026 and April 2035. Peso-denominated bonds present higher yields, from 4.950% to 6.100%, for maturities stretching from December 2025 to January 2039.
•  Stock Recommendations: We assigned an OVERWEIGHT rating for a major holding company as its automotive arm reported surging sales and its other subsidiaries credited with solid performance. A fast food chain was given a NEUTRAL rating because of uncertainty in the sustainability of its China operations. We recommend an UNDERWEIGHT rating for a telco amid business challenges and regulatory overhang from the Konektadong Pinoy Act.
• Spotlight: The Metro$ China Equity Feeder Fund, which is suitable for investors with an aggressive risk profile, has some positive things going for it: improving domestic consumption and supportive government policy, and inchoate signs of resurgence in the tech sector. The fund has a year-to-date ROI of 17.350% and a past-one-year ROI of 40.566%.
   

Download our report here for details.