F. Yap Securities / 2TradeAsia

Expect volatile sessions, as participants sift through the market’s response to BSP’s policy easing, while focusing on China-US trade levy retaliation moves.

Pres. Trump’s 90-day suspension of tariffs across countries save for China, is the main theme that would support bargain hunting across equities markets in the region.

Market participants may get feelers for prospective continuity of supply pressure on equities, especially with a shortened 4-day trading week.

Market participants’ attention is on the US tariff headline & its toll on sentiment in the region.

Prospective pauses might be seen, as some participants seize on the latest advance to cash-in their gain.

Eyes are set on continuity of prior session’s MOC-boost, as participants check on feelers on sequels to US tariff issues.

Expect volatility with the quarter-end portfolio closing, with possible weight from US equities’ overnight weakness Friday.

Participants will monitor possible continuity of the sluggish trend, as the market digests 2024 corporate earnings plus guidance on 1Q results.

Attention is set for possible continuity of yesterday’s trend, specifically on lastminute buying in key select shares.

Movements may remain range-bound for now, pending other catalysts that could support aggressive positioning from buyers.

Sentiment might take its cue from US equities’ incline, as Trump’s administration takes on measured approach on tariffs against its trading partners.

Expect volatility this week, with the quarter-end portfolio closing.

Local sessions may continue with its recent trend, as fund managers with cash reposition in key stocks poised for rebound.

With the Fed’s status quo on interest rates factored into prices, market participants might build on expectations for BSP to resume its rate easing cycle this April.

Movements may continue to remain range-bound, as participants heed for results from the Fed’s policy meeting & other indicative directions from local monetary policy makers.