Investment Ideas: September 25, 2025

Here is our report for today, September 25, 2025, with some insights into various investment opportunities.

Here are some key highlights:

• Bond Market Overview: Dollar-denominated bonds offer yields ranging from 4.188% to 4.928%, with maturities between June 2026 and April 2035. Peso-denominated bonds present higher yields, from 4.925% to 6.125%, for maturities stretching from December 2025 to January 2039.
• Stock Recommendations: An OVERWEIGHT rating was given to a real estate behemoth amid continued steady growth of its retail segment and renewed demand from the mid-income market. A holding company with interests in water, mining, and cement has earned a NEUTRAL rating amid weakness that resulted in a substantial decline in net income. We gave an UNDERWEIGHT rating to an online gaming firm amid regulatory uncertainty.
• Spotlight: The iShares MSCI EM UCITS ETF USD has a total year-to-date return of 27.48%. Clients who want to ride the strong growth trends of emerging markets may invest in this ETF. This is based on the outlook that the US dollar will continue to weaken, thereby increasing capital inflows and improving domestic demand in emerging markets.

Download our report here for details.