J.P. 摩根-亚太地区股票策略-菲律宾：尽管宏观市场动荡不安，但估值仍在全速前进-2021.7.13-29页

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J.P. 摩根-亚太地区股票策略-菲律宾：尽管宏观市场动荡不安，但估值仍在全速前进-2021.7.13-29页

# 投行报告 # 股票 # 菲律宾大小：0.81M | 页数：29 | 上架时间：2021-07-19 | 语言：英文

J.P. 摩根-亚太地区股票策略-菲律宾：尽管宏观市场动荡不安，但估值仍在全速前进-2021.7.13-29页.pdf

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J.P. 摩根-亚太地区股票策略-菲律宾：尽管宏观市场动荡不安，但估值仍在全速前进-2021.7.13-29页.pdf

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类型: 策略

上传者: ZY reset

撰写机构: J.P. 摩根

出版日期: 2021-07-12

摘要：

Philippines corporates should have lower sensitivity to potentially higher interest rates given their shorter average duration at 4.0 years vs 4.7 years for JACI overall. The resurgence of COVID cases across Southeast Asia has also made many investors be more defensive with the perceived safety of shorter duration bonds. In addition, most of the supply from Philippines corporates is from higher-quality/household credits from a domestic market position standpoint, which should hold up relatively better in this uncertain environment, in our view

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