30/01/2026
Yesterday, naglabas ang PSA ng latest GDP report, and let’s be honest — disappointing yung numbers.
3.0% GDP growth for Q4 2025
Compared to:
3.9% last quarter
5.2% in 4Q last year
4.2% market consensus
Ang cute, ‘di ba? 😂
Because of this, full-year 2025 GDP growth landed at 4.4%, way below the government’s target of 5.5%–6.5%, and even lower than the full-year consensus of 4.8%.
This is concerning kasi normally, ang fourth quarter ang pinaka-malakas na quarter ng economy.
This is the period when:
• Frontloaded ang government disbursements
• Malakas ang holiday-driven consumption
• Peak season ng construction and infrastructure projects
In short, dito dapat bumibilis ang economy.
Pero instead, dito pa mismo nawalan ng momentum — which raises serious concerns about governance, ex*****on risks, and investor confidence.
Government spending and infrastructure kasi ang dalawa sa pinakamalaking growth drivers ng economy.
Since the flood control corruption issues, maraming government projects ang naantala o tuluyang natigil dahil sa heightened scrutiny, delayed approvals, at takot pumirma.
When public spending freezes, everything else slows down.
So… what does this mean for us na ordinary Filipino?
Simple lang:
Mas mabagal ang ikot ng pera sa bansa.
Mas kaunting trabaho, mas kaunting negosyo ang lumalago, at mas ramdam ang hirap sa araw-araw.
What about us, retail investors?
As y’all know, GDP reflects the overall health of the economy. Kapag mababa ang GDP growth, ibig sabihin bumabagal ang economy — and eventually, ramdam ‘yan ng stock market.
The PSEi closed yesterday at 6,223.36 down by🔻132.32 pts (-2.08%) , while all shares are also down by 🔻49.01 (-1.36%) closed at 3,548.03
For some investors, this could be a sell signal — they pull out their money, lock in gains, and move their capital elsewhere like Vietnam, Indonesia, Malaysia, or even the US market.
Some institutions, on the other hand, will simply rebalance their portfolios.
Tapos si tito mo Monzon ng PSE, naglabas pa ng praiserelease kahapon saying na small-cap and dividend stocks are outperforming the PSEi — na para bang proud pa siya na tinatalo ng 2nd liner at 3rd liner yung index na dapat sila ang alpha 😆
On the brighter side…
For others, this could actually be an opportunity.
Me personally, I treat this as a sale 😂 especially sa mga companies na alam ko namang solid pa rin ang fundamentals.
Yun nga lang…
wala pa sahod, wala pa BP HAHAHA.
Kaya nga lagi kong sinasabi before: keep some dry powder — magtira palagi ng cash for downturns like this. End of the month pa ngayon, so expect a bit of window dressing.
Friends, I hope y’all stay aware of what’s happening around us.
Sana sa next election, maging mas matalino tayo sa pagboto. Kilalanin natin ang mga kandidato.
Papayag ba tayo na kapag tayo ang mag-aapply ng trabaho, sobrang taas ng standards at requirements?
Cashier or bagger sa grocery, dapat degree holder — tapos yung Senator, President, or Vice President natin, hindi man lang graduate or hindi pasado sa basic requirements? Think twice or even thrice!
Every decision and every vote we make today will reflect on our kids’ future.
