Wilson Sy

3 weeks ago | philstar.com | Philequity Corner |Wilson Sy

America’s role as the world’s number one destination for capital and talent faces its biggest test in decades as Trump’s unconventional policymaking and strong-arm tactics threaten to transform the nation from a source of stability into a driver of volatility. Trump targets HarvardThe Trump administration’s revocation of Harvard University’s certification to enroll international students has ignited concerns whether the US remains a reliable haven for global investment and innovation.

1 month ago | philstar.com | Philequity Corner |Wilson Sy

US stocks have staged an epic comeback, erasing $8 trillion of losses in what has become the fastest recovery pace since the 1980s. The tech-heavy Nasdaq 100 now stands two percent higher for the year as of Friday’s close, while the broader S&P 500 has climbed back into positive territory with a 1.3 percent gain. The sharp reversal comes after both indexes had briefly plunged into bear market territory.

1 month ago | philstar.com | Philequity Corner |Wilson Sy

For decades, the US dollar has served as the ultimate refuge during market turmoil. Emerging markets suffered currency depreciation and capital outflows when risk aversion spiked. Today, the opposite is happening. Capital is diversifying away from its long-standing dollar bias during periods of stress – a remarkable shift after decades of US asset dominance – creating new and unfamiliar challenges that are rippling through the global financial system. Has the US dollar peaked?

1 month ago | philstar.com | Philequity Corner |Wilson Sy

During board meetings or dinner with friends, these questions frequently arise: How will tariffs affect our economy, the peso and the stock market? What does this mean for BSP and interest rates? Should we adjust our stock portfolios? Who will win the US-China trade war? Who are the other winners and losers? In global trade wars, most countries lose - but some are less affected.

2 months ago | philstar.com | Philequity Corner |Wilson Sy

The US dollar’s long-standing role as the ultimate refuge during market storms is cracking. Traditional correlations have broken down as investors witnessed a rare triple-whammy in US stocks, bonds and the dollar falling simultaneously. This pattern shift has left many analysts questioning whether the world’s reserve currency has topped out after decades of dominance. While previous risk-off episodes sent capital flooding into US Treasuries and the dollar, the opposite is happening this time.