The document discusses the equity strategy outlook for the Philippines in 2014, highlighting concerns about the country's market premium, potential earnings growth decline, and supply-demand balance for equities. It reflects the views of Rafael Garchitorena, head of DB Philippines Research.
doj/DataSet10/EFTA01451042.pdf
{"title":"GEM Equity Strategy Outlook 2014","key_people":["Rafael Garchitorena"],"document_date":"December 2013","document_type":"correspondence","key_locations":["Philippines","Korea"],"key_organizations":["Deutsche Bank","DB Philippines Research"]}