Philippines Will See a Period of Consolidation in 2Q, Says ATR’s Tarrobago

The video discusses investment strategies focusing on small caps and potential growth in the Philippines. It highlights the impact of budget delays on GDP and infrastructure, while emphasizing opportunities in tourism and construction. The investment strategy targets fast-growing companies in the Philippines, aiming for future blue-chip status.

What is the expected trend for small caps in the second quarter according to the text?

How does the speaker view the potential impact of government spending on GDP growth in the Philippines?

What risks does the speaker associate with infrastructure investments in the Philippines?

What are the characteristics of the companies mentioned as top holdings in the investment strategy?

What common thread binds the investment choices mentioned in the text?