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a0d131ac61e021c6dc664d3e9d0f8f89875ed6778fe990f8b5f81c3393ccd592
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2026-02-01T16:05:04+00:00
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T-bill, bond rates may drop on BSP easing hopes
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RATES of the Treasury bills (T-bills) and Treasury bonds (T-bonds) on offer this week could decline as weak gross domestic product (GDP) data increased expectations of further policy easing by the central bank. The Bureau of the Treasury (BTr) will auction off P27 billion in T-bills on Monday, or P9 billion each in 91-, 182-, and 364-day papers. On Tuesday, the government will offer P30 billion in reissued seven-year T-bonds with a remaining life of four years and 11 months. T-bill and bond rates could mirror the week-on-week drop in comparable secondary market yields as weaker-than-expected fourth-quarter and full-year 2025 GDP growth heightened the odds of a sixth straight cut from the Bangko Sentral ng Pilipinas (BSP) this month, Rizal Commercial Banking Corp. Chief Economist Michael L. Ricafort said in a Viber message. “Expect bullish momentum to translate into [this] week as players price in a poor (economic) outlook,” a trader said in an e-mail. At the secondary market on Friday, yields on the 91-, 182-, and 364-day T-bills went down by 8.38 basis points (bps), 6.34 bps, and 5 bps week on week to 4.6826%, 4.7725%, and 4.8412%, respectively, based on PHP Bloomberg Valuation Service Reference Rates data as of Jan. 30 published on the Philippine Dealing System’s website. Meanwhile, the seven-year bond’s yield eased by 8.19 bps week on week to close at 5.8549%, while the five-year debt, the tenor closest to the T-bond’s remaining life, fell by 11.05 bps to fetch 5.6551%. Philippine GDP growth slowed to 3% in the fourth quarter of 2025 from 5.3% in the same period a year prior and 3.9% in the third quarter. This brought the full-year average to 4.4%, well below the government’s 5.5%-6.5% goal. Analysts said that the weak GDP report could prompt the BSP to cut rates further to boost domestic demand. The Monetary Board will hold its first policy meeting for this year on Feb. 19. Last week, the government raised P37.8 billion via the T-bills, higher than the P27-billion plan as the offer was oversubscribed, with total tenders reaching P155.975 billion. Broken down, the government awarded P12.6 billion in 91-day T-bills, above the P9-billion program, as demand reached P40.1 billion. The three-month paper fetched an average rate of 4.666%, down by 5.7 bps from the previous week. Yields accepted ranged from 4.64% to 4.673%. The Treasury also borrowed P12.6 billion via the 182-day debt as tenders hit P57.55 billion. The average rate of the six-month T-bill was at 4.751%, easing by 6.6 bps. Tenders awarded carried yields from 4.73% to 4.763%. Lastly, the BTr raised P12.6 billion from the 364-day securities as bids totaled P58.325 billion. The one-year paper’s average yield was at 4.827%, falling by 6.1 bps. Accepted rates were from 4.81% to 4.843%. Meanwhile, the reissued seven-year T-bonds to be offered on Tuesday were last sold on Jan. 13, where the government borrowed P40 billion versus the P30-billion plan as it opened its tap facility. The reissued bonds fetched an average rate of 5.71%, below the 6.125% coupon rate. The government aims to raise P308 billion from the domestic market this month, or P108 billion via T-bills and up to P200 billion through T-bonds. The government borrows from local and foreign sources to help fund its budget deficit, which is capped at P1.647 trillion or 5.3% of gross domestic product this year. — A.M.C. Sy
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https://www.bworldonline.com/banking-finance/2026/02/02/727700/t-bill-bond-rates-may-drop-on-bsp-easing-hopes/
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Business & Finance
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3e8ccd954650742be654ff06556424c13104283e87eb3c8005d2f6ce83f6a9c1
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2026-02-01T16:04:46+00:00
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BPI shares rise on PSEi rebalancing, performance outlook
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By Isa Jane D. Acabal, Researcher BANK OF THE PHILIPPINE ISLANDS (BPI) shares climbed last week on Philippine Stock Exchange index (PSEi) rebalancing and on improved investor sentiment following the bank’s announcement of its performance targets for this year, analysts said. BPI was the fifth most actively traded stock from Jan. 26 to 30, with 14.09 million shares worth P1.65 billion, according to PSE data. The stock closed at P124 per share on Friday, up 6.9% from P116 the previous week. This outpaced the financial sector’s 1.8% week-on-week gain and the 0.1% decline in the benchmark PSEi. Year to date, BPI shares have risen 6.8%, ahead of the financial sector’s 5% growth and the PSEi’s 4.6% increase. Franco M. Fernandez, equity research analyst at DragonFi Securities, Inc., said the stock’s gain was largely driven by “rebalancing-related flows” toward the end of the week. On Jan. 27, the PSE announced changes to its indices, with RL Commercial REIT, Inc. (RCR) set to replace Alliance Global Group, Inc. (AGI) in the PSEi starting Feb. 2. AGI will move to the PSE MidCap index, while Apex Mining Co., Inc. will be added and DoubleDragon Corp. removed. Meanwhile, Universal Robina Corp. will return to the PSE Dividend Yield index, which will also include OceanaGold (Philippines), Inc. as a new constituent. “I expect prices to normalize next week, as sharp gap-ups during the run-off period, particularly those linked to PSEi rebalancing, have historically been followed by profit taking in the next session,” Mr. Fernandez said in a Viber message. Unicapital Securities, Inc. Research Head Wendy B. Estacio-Cruz attributed the rise in BPI shares to positive investor sentiment as the market priced in the bank’s strong performance targets. “This price movement is partly ahead of the release of its [full-year 2025] earnings, as investors anticipate strong performance driven by a rebound in borrowing demand,” she said in an e-mailed response to questions. “Market sentiment may also have been supported by broader optimism in the banking sector amid easing inflation,” she added. In an earlier interview with reporters, BPI President and Chief Executive Officer Jose Teodoro K. Limcaoco said the bank aims to exceed its 2025 performance this year, citing a rebound in demand for consumer loans. BPI also started the public offer for its P5-billion Supporting Individuals Grow, Lead, and Achieve (SIGLA) Bonds, priced at 5.405% per annum, on Jan. 26. In a disclosure to the stock exchange, the bank said this marked the second tranche of its P200-billion Bond and Commercial Paper Program, which will run until Feb. 4. “BPI’s strategic shift toward higher-yielding segments is expected to boost profitability and help cushion any increase in provisioning, further reinforcing investor confidence,” Ms. Estacio-Cruz said. In the third quarter of 2025, BPI’s attributable net income rose 0.6% to P17.53 billion, bringing its nine-month profit to P50.48 billion. Ms. Estacio-Cruz projects fourth-quarter net profit at P16.9 billion and full-year earnings at P67.4 billion. Mr. Fernandez forecasts BPI’s attributable net profit at P15 billion for the fourth quarter and P66 billion for full-year 2025. He placed support between P112 and P115 per share, with resistance at P125.
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https://www.bworldonline.com/corporate/2026/02/02/727769/bpi-shares-rise-on-psei-rebalancing-performance-outlook/
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Business & Finance
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738174d516d47ed88f710b5e1e00a23284d15e4773a8071d415ef4f728a8c8e4
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2026-02-01T16:04:04+00:00
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Peso may be range-bound as market awaits inflation report
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THE PESO may be range-bound against the dollar this week as players await the release of Philippine inflation data and assess the possible policy implications of the nomination of a new US Federal Reserve chair. On Friday, the local unit closed at P58.86 per dollar, rising by 8.5 centavos from its P58.945 finish on Thursday, data from the Bankers Association of the Philippines showed. Week on week, the peso jumped by 23 centavos from its P59.09 close on Jan. 23. “The dollar-peso closed lower but traded mostly sideways, touching the P59 high amid selling on peso weakness due to lower-than-expected GDP (gross domestic product) figures,” a trader said in a phone interview, adding that there was profit taking in the afternoon session. Philippine GDP growth slowed to 3% in the fourth quarter of 2025, bringing the full-year average to 4.4%, missing government’s 5.5%-6.5% goal. The soft growth data raise the odds of a rate cut by the Bangko Sentral ng Pilipinas (BSP) at the Monetary Board’s Feb. 19 meeting, Rizal Commercial Banking Corp. Chief Economist Michael L. Ricafort said in a Viber message. The Monetary Board has reduced benchmark rates by a cumulative 200 basis points since its easing cycle began in August 2024, bringing the policy rate to an over three-year low of 4.5%. For this week, the trader said the peso will move sideways as players await the release of January Philippine inflation data on Thursday (Feb. 5) and developments following US President Donald J. Trump’s announcement of his Fed chair pick. The market will also monitor US economic data, the trader added. The trader sees the peso moving between P58.80 and P59.10 per dollar this week, while Mr Ricafort said it may range from P58.65 to P59.15. The choice of Kevin Warsh to lead the US Federal Reserve clears uncertainty on Wall Street about the central bank’s likely next chair, but leaves investors weighing how the former Fed governor’s past hawkish leanings will mesh with Mr. Trump’s insistence on far lower interest rates, Reuters reported. Mr. Warsh, whom Mr. Trump nominated on Friday to lead the US central bank, ending a months-long process, had been one of four candidates widely tipped as potential successors to Jerome H. Powell, whose term as chair ends in May. A proponent of tighter monetary policy as a Fed governor from 2006 to 2011, Mr. Warsh said recently that Mr. Trump is right to press for interest rate cuts. — A.M.C. Sy with Reuters
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https://www.bworldonline.com/banking-finance/2026/02/02/727699/peso-may-be-range-bound-as-market-awaits-inflation-report/
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Business & Finance
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b67d40508947019d29d35783a524af85f19ba31727b7594c0bd438e78af3f09f
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2026-02-01T16:04:02+00:00
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PHL banana exports estimated to have grown 26% in 2025
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PHILIPPINE BANANA exports likely surged by more than a quarter in 2025, helping make the country the world’s number two exporter, according to the Food and Agriculture Organization (FAO). In a market review, the FAO said that preliminary data indicate that exports of Philippine bananas likely grew 25.6% to 2.93 million metric tons (MMT) in 2025. Ecuador likely remained the world’s biggest banana exporter in 2025, with shipments projected at 6.41 MMT. Costa Rica, which was the second-largest banana exporter last year, likely slipped to fifth place, with shipments projected to decline 17% to 1.96 MMT. According to the FAO, the rebound in Philippine exports was the result of favorable weather as well as a recovery from setbacks caused by disease in recent years. In 2024, banana exports amounted to 2.33 MMT, slipping from 2.35 MMT a year earlier after infestations of Fusarium wilt, a soil-borne fungal disease that blocks a banana plant’s vascular system and deprives it of nutrients and moisture. The FAO said the Philippines, the biggest banana exporter in Asia, also benefited from renewed investments in production. “Industry sources reported that substantial investments had been made in boosting the production of bananas in Cagayan Valley, including through the provision of organic fertilizer and other inputs by the Department of Agriculture (DA),” the FAO said. The FAO also reported stronger demand from major Asian markets in 2025, helping support the Philippine export rebound. Banana imports by China, one of the world’s largest buyers, were estimated to have increased 17.02% to 2.04 MMT in 2025, with shipments from the Philippines expanding in the double digits during the first nine months. Imports by Japan likely rose, with shipments projected to have grown 1.44% to 1.06 MMT in 2025. The Philippines accounts for around 75% to 80% of Japan’s total banana imports. Agriculture Secretary Francisco P. Tiu Laurel, Jr. said he recently met with his Japanese counterpart to negotiate lower tariffs on Philippine bananas shipped to Japan. He said the DA is seeking amendments to the Japan-Philippines Economic Partnership Agreement (JPEPA), under which Japan imposes seasonal tariffs on Philippine bananas. Under JPEPA, bananas shipped from the Philippines face an 8% tariff between October and March and a duty of 18% between April and September. Mr. Laurel said the government is pushing to lower the duties to a fixed rate of between 5% and 8%. “We requested a lower, flat rate to help our banana sector. This is because other countries like Vietnam, Thailand, and Mexico are already moving toward zero tariffs,” Mr. Laurel told reporters at a briefing. He said the tariff negotiations are meant to serve as a temporary measure to keep Philippine bananas competitive, while the country works toward securing zero duties through its application for accession to the Comprehensive and Progressive Agreement for Trans-Pacific Partnership (CPTPP). The CPTPP is a free trade agreement among Australia, Brunei, Canada, Chile, Japan, Malaysia, Mexico, New Zealand, Peru, Singapore, the UK, and Vietnam. It provides for more liberalized trade, including zero tariffs on a wide range of goods. — Vonn Andrei E. Villamiel
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https://www.bworldonline.com/agribusiness/2026/02/02/727709/phl-banana-exports-estimated-to-have-grown-26-in-2025/
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Business & Finance
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a602d43b97611711959b736b2e5f3debabc900735fafbb1c1248dc818e142d8a
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2026-02-01T16:04:01+00:00
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Are you really buying local?
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1 of 2 TO BUY — and learn about — authentic indigenous Filipino weaves, Metro Manila residents can visit the regular DTI fairs held in SM Megamall. — ALICIA A. HERRERA ALICIA A. HERRERA Or is that Filipiniana blouse or skirt you are eyeing actually from China? WHILE it’s cool right now to sport local textiles, it’s becoming a little bit too cool — by that we mean fakes are being made of handwoven textiles by indigenous people. During a press conference on Jan. 27 as part of the 2026 National Textile Convention (TELACon), Julius Leaño, Jr., director of DoST-PTRI (Department of Science and Technology – Philippine Textile Research Institute), discussed the Weavers’ Manifesto. TELACon was organized by the DoST-PTRI at the Philippine International Convention Center, Pasay City, and ran from Jan. 27 to 29. The manifesto was released in December last year during the Philippine Handloom Weaving Festival in Ilocos Norte. One of the points raised in the manifesto was the “opposition to the widespread use of counterfeit handwoven textiles and machine-made woven replicas as substitutes for the authentic handwoven fabrics of the Philippines.” During the press conference, Mr. Leaño made clear that the PTRI’s job was to put together these sentiments, although the sentiments come from the weavers themselves, collected through a focus group discussion. “Ang number one na layunin noon ay talaga para ma-ipahayag na tumututol sila doon sa paggamit ng replica at iyong mga counterfeit (Its number one goal is to announce that they are against the use of replicas and counterfeits),” he said during the press conference. According to him, the fakes come from China. They are of foreign make, and are machine-made, while claiming to be handwoven by indigenous people. He said that the fakes began to proliferate during the pandemic, beginning with prints claiming to be of Cordillera origin. Maria Raquel Bullayao, a weaver from Lubuagan, Kalinga said, “Parang nadudurog ang mga puso namin (it’s like our hearts are being crushed),” she said about seeing fakes passed off as their work. “It is our labor of love… ilang araw mo siya gagawin (you would have been working on it for days). Tapos makikita po namin dito (Then we’ll see it here), mostly here also in NCR na may mga nagbebenta ng peke na Filipiniana na nabibili po sa Divisoria (that they’re selling fake Filipiniana that you can buy in Divisoria).” Meanwhile, Mervin To-Ong, a weaver from the Binugao Bagobo-Tagabawa Women Association from Davao said, “Buhay namin ito eh (this is our life).” “Nakakahiya sa atin na gumamit tayo ng mga replica at mga pekeng hinabi (it is shameful for us to use replica and fake woven products),” he said. Mr. Leaño said that as of now, the Intellectual Property Code of the Philippines isn’t sufficient to protect the intellectual property rights of the weavers. They are currently working with several agencies to fix the problem, as well as relying on a bill by Senator Loren Legarda regarding cultural protection, which has yet to be passed into law. Legally speaking, there are no prohibitions against these machine-made textiles: “Okay lang naman kung binenta yan na sinasabi na (it’s okay to sell it if it says) ‘this is machine-woven.’ Wala namang problema doon (there’s no problem there). Pero huwag mo lang sabihin na ito ay (but just don’t say that it is) Kalinga weave, when in fact, it is not,” said Mr. Leaño. As for DoST Secretary Renato U. Solidum, Jr., he said, “It is also important to do a lot of educational awareness for the buyer. Bilang buyer, hindi mo naman malalaman kung totoo o hindi (as a buyer, you wouldn’t know what’s real or not).” For now, PTRI measures to combat fake textiles include education campaigns, but also the development of a covert marking. In normal light, textiles using the marking will appear the same color, but the mark will glow under blue light. They are also rolling out handwoven marks to be distributed only to their partner weavers. “There are ways,” said Mr. Leaño. “We just have to put them together.” The onus is still on the buyer to buy the real thing. And where can we go to guarantee that what we’re getting is a true-blue handwoven product? “Ideally, go directly to the communities,” he said. And one can also visit the regularly scheduled Department of Trade and Industry (DTI) fairs which bring the makers and their products to Metro Manila. Not only will you be assured that what you buy is the real McCoy, but by talking to the weavers and getting a close up look at authentic weaves you learn to identify in the future if what you are offered comes from real hand weavers or should come with a warning: Made in China. — Joseph L. Garcia
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https://www.bworldonline.com/arts-and-leisure/2026/02/02/727746/are-you-really-buying-local/
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Business & Finance
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a2580b4cf0e4181c56e4716557ff62d5a7f110d5e0b8f5f195f3d336553d2513
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2026-02-01T16:03:52+00:00
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CAMPI keys change hands
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1 of 9 Changing of the guard: Outgoing Chamber of Automotive Manufacturers of the Philippines President Atty. Rommel Gutierrez (left) with incoming President Jose Maria “Jing” Atienza — PHOTO BY KAP MACEDA AGUILA DoTr Director for Transportation Security Carlo Bala (second from left), DoTr Usec. for Road Transport and Non Infrastructure Ramon Reyes (fifth from left) and Land Transportation Office (LTO) Asec. Markus Lakanilao (sixth from right) join the group for a photo. — PHOTO BY KAP MACEDA AGUILA CAMPI board of trustees and officers pose with Department of Transportation (DoTr) Undersecretary Mark Steven Pastor (sixth from left). From left are BOT members Levy Santos, Masao Tsutsumi, and Rie Miyake; vice-president Atty. Rhys Alexei Murillo; former president Atty. Rommel Gutierrez; Usec. Pastor, president Jose Maria “Jing” Atienza; BOT member Masando Hashimoto; assistant treasure Atty. Louie Soriano; corporate secretary Robert Carlos, executive committee member Mario Regis, and treasurer Victor Vinarao. — PHOTO BY KAP MACEDA AGUILA Mr. Atienza lays out CAMPI plans. — PHOTO BY KAP MACEDA AGUILA Fond farewell: Atty. Gutierrez addresses guests. — PHOTO BY KAP MACEDA AGUILA PHOTO BY KAP MACEDA AGUILA CAMPI officers, board of trustees, executive committee, and executives of CAMPI member companies pose with guest of honor Usec. Pastor. — PHOTO BY KAP MACEDA AGUILA Mr. Atienza fields questions from the media. — PHOTO BY KAP MACEDA AGUILA Members of the CAMPI Public Relations Committee pose with Mr. Atienza. From left are Mixie Flavier (TMP), Nelda Castro (Mitsubishi Motors Philippines Corporation), Mr. Atienza, Elvin Luciano (TMP), Jade Sison-Mendoza (TMP), and EJ Francisco (Ford Philippines). — PHOTO BY KAP MACEDA AGUILA Atty. Gutierrez alights as president, Mr. Atienza takes the wheel THE COUNTRY’S “foremost automotive industry organization” changes drivers, so to speak. On its milestone 30th anniversary, the Chamber of Automotive Manufacturers of the Philippines, Inc. (CAMPI) bade farewell to its president of 14 years, Atty. Rommel Gutierrez, who also retired from his post at Toyota Motor Philippines Corporation (TMP). Taking his place is TMP Executive Vice-President Jose Maria “Jing” Atienza. “To say that this has been an interesting and rewarding experience is an understatement,” said Atty. Gutierrez to CAMPI members, the press, and guests during a formal turnover ceremony held last week at the Grand Hyatt Manila in Bonifacio Global City, Taguig. “A lot of the most wonderful people I have met in my entire professional life are in this room. You have all been mentors, advocates, supporters and friends.” CAMPI has become a significant industry association, boasting 29 member companies. During its anniversary celebration last June, a “renewed strategy” for the group was conveyed – a strategy Mr. Atienza said he will continue to champion. The foundational pillars are: technology and innovation (promoting the adoption of electric vehicles, autonomous systems, and digital platforms to deliver smarter, more efficient mobility solutions); sustainability (advocating for carbon neutrality through electrification, fuel diversification, and energy-efficient practices [to] address climate challenges), road safety (advancing industry-wide safety standards and international alignment to enhance protection for all road users), and industry development (focusing on regional integration, workforce development, and positioning the Philippine automotive sector to compete globally). Atty. Gutierrez leaves a CAMPI that almost reached half a million units in consolidated sales last year – despite a 2025 marred by political, natural, and economic turmoil. In a report from CAMPI and the Truck Manufacturers Association (TMA), total sales reached 491,395 in 2025 – a number that includes 26,122 units from Chinese auto brand BYD (not yet a CAMPI member). “The industry delivered a modest growth last year due to the overall unfavorable market environment during the second half, caused by a number of factors such as the reimposition of excise tax on pickup trucks and several natural calamities experienced across the country,” said an accompanying release. Nonetheless, member companies sold 47,371 vehicles last December – “the strongest monthly performance since 2017.” Mr. Atienza attributed the sales rally to “aggressive promotional campaigns and new product introductions from the various car brands which expanded consumer options, especially in electrified and commercial vehicle segments.” Electrified vehicles (xEVs) accounted for 12% of sales, up from 5.5% the previous year, with battery electric vehicles (BEVs), plug-in hybrid electric vehicles (PHEVs), and hybrid electric vehicles (HEV) growing by a hefty 142.5% compared to 2024. Commercial vehicle sales went up by 7% (from 346,482 units to 370,722 units). However, passenger car sales dipped by 23.1% – for a total of 92,924 units from 120,770 units the year before. “We did look into the numbers. Essentially, last year, the market was flat, but there was small market growth, thanks to a strong December market. We were still able to achieve (a sales increase),” said Mr. Atienza in a separate interview with members of the media. “There’s a big chance that the market can achieve 500,000 units this year… (basing) from the trend. If you look at the numbers last year, the first half was high, five to seven percent. The second half was either one or two (percent). But we’re still hopeful (about the 500,000 units).” Growth is expected to be modest at 2.4% or 2.5%. “In general, the market is quite sound. It’s just about when customer confidence comes in.” He asserted that the “foundation of the market is still strong.” And while, as mentioned, pickup sales dropped (by 20%) because of excise tax changes, there were segments that did well (electrified automobiles and multipurpose vehicles). Mr. Atienza paid tribute to Atty. Gutierrez and CAMPI leadership, saying that the chamber is in a good position and state of health owing to them and “members who have been very participative.” Asked by “Velocity” on what the priorities are, particularly for its 30th year, he said, “We have four basic pillars as mentioned. It’s quite wide, but you sense probably that there’s a lot of things we have to do together with government… (These include) how to promote manufacturing, safe vehicles, education to improve programs under TESDA (Technical Education and Skills Development Authority) and the Department of Education to have a good pipeline of students. There’s quite a lot.” The growth in electrified vehicles is expected to continue this year. “As an industry, we see the good trend going up. We don’t have an actual projection, because that one will depend on how many new models will be introduced. But as a trend, surely it will increase. It will be higher, the trend is very clear. If you look at the trajectory, it should increase. We are quite positive (about this).” After a brief brouhaha on the funding for the Comprehensive Automotive Resurgence Strategy (CARS) strategy, government recently provided assurances that commitments will be honored this year. “We’re very thankful with the resolution of budget sourcing and payment for the CARS program,” Mr. Atienza maintained. “As you know, there were commitments by automakers which we’ve already done in the past years of the program, and we appreciate the move of the Department of Trade and Industry, Board of Investments, Department of Budget and Management, and Department of Finance for tax credits. Next is RACE (Revitalizing the Automotive Industry for Competitiveness Enhancement). We all know how important it is for automotive manufacturing. We’re always here to work with government and concerned agencies.” Replying to a question from this writer on the possibility of greater local manufacturing activities for CAMPI members, Mr. Atienza averred, “First, we are, as a Filipino chamber, hopeful that the manufacturing industry will continue to grow in the Philippines. Of course, we all know the contribution of manufacturing in general – it can be cars, it can be anything. It’s a very big contribution to the economy and society; we hope that automotive can be part of it.” There are ways to enhance the conduciveness for manufacturing, he explained, such as areas of competitiveness and costing. This is where “collaboration with agencies should come in on how to make Philippines a good environment for investments.” Speaking of, Mr. Atienza emphasized that establishing “a predictable environment” will also go a long way. Does he think that RACE is not merely a contributing factor to realizing increased local auto production activities but a must as far as enticing players or participants go? “It’s a must,” he declared. “But of course, it’s a transition into a longer future for manufacturing. So (we need to work) with government again to achieve that good environment for production.”
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https://www.bworldonline.com/velocity/2026/02/02/727633/campi-keys-change-hands/
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Business & Finance
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9b6d8bde08e2fe2d58df9feb02cdd3ef41ed4fa238d63c92e92d854ab6252c5a
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2026-02-01T16:03:46+00:00
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Villar Land says it will respond to SEC complaint
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VILLAR LAND Holdings Corp. said it has not yet received a copy of the complaint filed by the Securities and Exchange Commission (SEC) and will respond to all allegations once it does. “Villar Land and its directors will answer all the allegations leveled against them after formal receipt of the alleged complaint,” the company said in a statement over the weekend. Over the weekend, the SEC announced that it had filed a criminal complaint against Villar Land, its related entities, and their officers for market manipulation, insider trading, and misleading disclosures that the regulator said distorted the company’s share prices and misled investors. The SEC filed the complaint on Jan. 30, charging Villar Land (formerly Golden MV Holdings, Inc.) with violations of Sections 24.1(d) and 26.3 of the Securities Regulation Code (SRC) for making false or misleading statements and engaging in acts that operated as fraud or deceit upon investors, according to the Commission. Respondents named in the SEC complaint include Villar Land Chairperson Manuel B. Villar, Jr., former Senator Cynthia A. Villar, directors Cynthia J. Javarez, Manuel Paolo A. Villar, Camille A. Villar, and Mark A. Villar, as well as independent directors Ana Marie V. Pagsibigan and Garth F. Castañeda. The SEC also named related entities Infra Holdings Corp. and MGS Construction, along with their officers Virgilio B. Villar, Josephine R. Bartolome, Jerry M. Navarrete, and Joy J. Fernandez, for alleged violations of Section 24.1(b) of the SRC. According to the SEC, the charges stem from its investigation into Villar Land’s public disclosures and trading activities, which the regulator said misled investors and distorted the market price of the company’s shares. 2024 FINANCIAL STATEMENTS Villar Land’s 2024 financial statements reported total assets of P1.33 trillion and net income of P999.72 billion, up from P1.46 billion the previous year. The company attributed the increase to a revaluation of its real estate holdings. The SEC said these figures were disclosed to the public before the completion of the company’s external audit. The independent auditor later confirmed that the financial statements were not fully audited, particularly regarding the valuation of major properties. When audited statements were later submitted, total assets were reported at P35.7 billion. The Commission’s complaint also cited trading activities by related entities, including Infra Holdings Corp. — owned by Virgilio B. Villar, brother of Manuel B. Villar, Jr. — and MGS Construction, which the SEC said appeared to create artificial demand and support Villar Land’s share price. Camille A. Villar was named for alleged insider trading after purchasing 73,600 shares in December 2017, shortly before a corporate disclosure that lifted the stock price. “Building investor confidence in the Philippines is crucial in driving the inclusive and sustainable growth of our capital market and business sector for national development,” SEC Chairperson Francisco Ed. Lim said. “In this light, the SEC is firm in addressing fraudulent and manipulative acts that mislead the investing public and distort our capital markets. The Commission likewise enjoins publicly listed companies to uphold the highest standards of good corporate governance to help strengthen and sustain investor confidence badly needed by our capital markets,” he added. In November last year, the SEC revoked the accreditation of Villar Land’s appraiser, E-Value Phils, Inc., for failing to justify its P1.33-trillion valuation of the listed company’s properties. — Alexandria Grace C. Magno
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https://www.bworldonline.com/corporate/2026/02/02/727768/villar-land-says-it-will-respond-to-sec-complaint/
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Business & Finance
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b74ca2488cd7fcf2b60fe27c378d03b0f3cc5b616fdac3fa93600aa5529c1b06
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2026-02-01T16:03:24+00:00
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Defunding foreign-assisted projects and the costs we now bear
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https://www.bworldonline.com/opinion/2026/02/02/727717/defunding-foreign-assisted-projects-and-the-costs-we-now-bear/
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Business & Finance
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a7ba706ff4701346d9e2ba8bca2249e173fd39c640d2245315b05a60d3ac4382
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2026-02-01T16:03:03+00:00
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Life sector to drive insurance industry’s growth
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THE INSURANCE INDUSTRY is expected to post steady growth this year, driven by the life sector. “I think we’ll continue. We’ll continue the growth of the industry for life [insurance],” Insurance Commissioner Reynaldo A. Regalado told reporters on the sidelines of an event on Friday. He said the industry recorded “sustained” growth in 2025 as Filipinos remained willing to spend on insurance protection. However, there is room to further expand insurance coverage, especially on the nonlife side, he said. “Eighty percent is on life. But we need to cover much on property. Last year, it was a challenge considering the natural calamities that we felt… But we have to focus on the on the number of coverage and what benefits we’ve been giving our own people, especially those who are not exactly in a certain level of confidence in their economic status.” The combined premiums of the life and nonlife insurance sectors and mutual benefit associations stood at P499.23 billion in 2025, the Insurance Commission (IC) said in a statement on Friday. As a result, insurance penetration, or the ratio of insurance premiums to the gross domestic product (GDP), rose to 1.78% last year from 1.67% in 2024. Insurance density, or the average spending of each individual on insurance, also reached an all-time high of P4,384.56 last year from P3,894.03 in 2024. “The sustained increase in premiums and net worth highlights the industry’s positive momentum entering 2026,” Mr. Regalado said in the statement. “Insurance continues to provide a vital safety net, protecting Filipino families and businesses alike. Through the Commission’s programs on financial literacy and inclusion, together with strengthened regulatory supervision, we aim to broaden access to insurance and achieve even greater protection for all Filipinos this year.” Latest data showed that the life insurance sector’s premium income rose by 14.54% year on year to P403.21 billion in 2025 from P352.02 billion in 2024. “Of the 1.78% of insurance penetration, the life insurance sector accounted for 1.44%, reflecting its significant contribution to overall industry growth,” the IC said. The life sector’s total assets stood at P2.09 trillion at end-2025, growing by 8.54% from P1.93 trillion in 2024. “Despite an 8.19% increase in total liabilities, the total net worth of the insurance industry grew by 10.58%, from P280.99 billion in 2024 to P310.72 billion in 2025,” the IC said. The sector’s net income grew by 15.11% year on year to P46.32 billion. Life insurance companies also paid out a total of P121.88 billion in benefits. — AMCS
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https://www.bworldonline.com/banking-finance/2026/02/02/727698/life-sector-to-drive-insurance-industrys-growth/
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Business & Finance
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d1e9eb36f4a3f8d43e936e9b47c581830ac26c59b99bdd786852668b371244d8
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2026-02-01T16:03:02+00:00
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Sugar industry calls for curbs on artificial-sweetener imports
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THE Department of Agriculture (DA) said the sugar industry is lobbying for curbs on artificial sweeteners because they are crowding out domestically produced sugar from the market. “We have received a manifesto asking the government to regulate the import and use of artificial sweeteners and other sugar substitutes. (We) will surely work on this, as this is an extraneous force affecting the demand for locally produced sugar,” Agriculture Secretary Francisco P. Tiu Laurel, Jr. was quoted as saying in a statement. The DA said a policy framework was initiated together with the Sugar Regulatory Administration (SRA) to closely monitor imports of sugar substitutes and to better understand their impact on the market. SRA Administrator Pablo Luis S. Azcona has flagged a sharp rise in imports of artificial sweeteners and sugar substitutes, which he said are equivalent to more than 500,000 metric tons of raw sugar. He said these substitutes have diluted demand for domestically produced sugar and contributed to weak prices. Mr. Laurel has said the Department of Health may also be asked to review the public health implications of widespread use of intense sweetening agents. — Vonn Andrei E. Villamiel
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https://www.bworldonline.com/agribusiness/2026/02/02/727708/sugar-industry-calls-for-curbs-on-artificial-sweetener-imports/
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Business & Finance
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42f69377cc07c129b1cc5f3d1723751066b34dd11d90c292987f672e9c652a04
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2026-02-01T16:03:01+00:00
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New designers connect to roots for CSB fashion show
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1 of 3 KABSAT by Elmar Pascua — BENILDE.EDU.PH WALANG Tamad sa Quezon by Shagami Felizco Efflorescent Dreams by Aaliyah Camporendo OVER 90 young designers showed off their work at Sinulid, the graduation fashion show of De La Salle-College of Saint Benilde’s (DLS-CSB) Fashion Design and Merchandising (FDM) students. A lot of the standout collections took inspiration from their roots, showing how their past might influence their future in fashion (and if they someday make it big, ours). The show, held at the PNB Financial Center in Pasay, was themed “Awanggan,” an archaic Filipino term for “infinity.” The show was divided into three parts: Takipsilim (twilight), Hating-Gabi (midnight), and Bukang Liwayway (dawn). There are two collections that we felt really stood out: Elmar Pascua’s Kabsat and Shagami Felizco’s Walang Tamad sa Quezon. Kabsat, the Ilocano word for sibling, showed massive white dresses on the runway: expertly draped and gathered to create billowing silhouettes. One gown had a hood lined with native woven material; another had a collar made of native woven fans. The lookbook says that it drew inspiration from traditional weddings from the province, and uses vintage inabel sourced from his mother’s siblings. The billowing techniques are inspired by table skirting techniques used at these provincial weddings. In Walang Tamad sa Quezon (Nobody’s Lazy in Quezon), we saw a giant basket used as body armor over a gown, and a large, beaded, ruff-style collar with beads hanging around it, reminiscent of Quezon’s Pahiyas Festival. The last dress in this collection showed a trailing train made out of woven banig (grass-woven mat). The collection pays tribute to Quezon’s forgotten hand-beading tradition, as seen in the ruff and a terno beaded with wood. We also liked Joaquin Rubio’s Paparazzi, Press, and Power, a commentary on celebrity culture. A red and black tuxedo, reminiscent of Yves Saint Laurent’s Le Smoking, was covered in strips of film, while a dress was made using velvet ropes used to separate fans from stars. The final outfit was a newsprint catsuit. “It’s a reminder that chasing fame comes at a price. Some learn to play the game, while others get played,” said Mr. Rubio. Jennica Aquino took on a dark theme as well, with a collection called Eyes on Me, an exploration of facial dysmorphia. Hand-beaded faces and beaded eyes covered a cocktail dress, while distorted faces were painted on a more drab outfit. Ecce Homosexual by Justin Hernandez explores his relationship with religion as influenced by his gender. “Ecce Homosexual, I unwaveringly declare, inspecting the scars of a gay kid admonished by a religion he wished to embrace. The language of couture documents the unexplored limbo that exists between Catholicism and homosexuality,” he said in the lookbook. The collection, with white drapery, and a flesh-toned dress (that looks like a distortion of the Crucified Christ) takes on the appearance of unfinished Greek marbles. Efflorescent Dreams by Alliyah Camporendo uses fabric to create living flowers, such as in a sculpted dress covered in fake petals, wrapping around its wearer’s head. Finally, we were amused by Chloe Uy’s Flowing Within — she manipulated fabric to appear like water (a spinning applique was a bonus). Ionica Abrahan-Lim, program chair of the Benilde Fashion Design and Merchandising program, said in an interview that part of their strengths as a fashion program include their textile manipulation lessons (“We don’t just ask our students to buy retail”) and their facilities. They’ve been using software that allows students to create patterns and place them on an avatar to predict what their clothes would look like, bypassing several stages of manual testing. Also, after graduation, they allow their graduates to come back and use the facilities to create. “They can go back to school and develop their ideas and new concepts. The mentoring is still there.” She also noted the collaborative nature of their design courses: “When we’re doing the curriculum, it’s not just fashion design,” she said. “In the end, you will see that mix of architecture, or interior, or industrial design.” — Joseph L. Garcia
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https://www.bworldonline.com/arts-and-leisure/2026/02/02/727745/new-designers-connect-to-roots-for-csb-fashion-show/
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Business & Finance
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ea9083defaf8066c72033c0ccdc7836e0f0fcf8859ba6da431403441b3abe757
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2026-02-01T16:02:52+00:00
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Premium intent
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1 of 7 The Denza logo sits on the grille of the B5 SUV. Curiously, it looks like a stylized tie, perhaps to reflect the more upmarket qualities of its vehicles. — PHOTO BY KAP MACEDA AGUILA Captain seats of the Denza D9 MPV. — PHOTO BY KAP MACEDA AGUILA Denza B8 — PHOTO BY KAP MACEDA AGUILA BYD Asia-Pacific Auto Sales Division General Manager Liu Xueliang — PHOTO BY KAP MACEDA AGUILA BYD and Denza Philippines Country Head Adam Hu addresses guests. Beside him is a Denza B5 SUV. — PHOTO BY KAP MACEDA AGUILA BYD and Denza officials pose with dealer partners: From left are: Denza Alabang and Cebu General Manager Jun Cajayon; Denza Makati Harmony New Energy Auto Service (Philippines) Ltd. Corp. Country Manager Fred Guowang; ACMobility Premium Dealerships, Inc. President Dana Unson; ACMobility President and CEO Jaime Alfonso Zobel de Ayala; BYD Philippines, BYD Singapore, and BYD Brunei Managing Director James Ng; BYD Asia-Pacific Auto Sales Division General Manager Liu Xueliang; BYD and Denza Philippines Country Head Adam Hu; Denza Greenhills Dealer Principals (E-Vantage Motors, Inc.) Roger Chiu, Jessica Sy, Cesar Wee, and Walter “Wally” Alvarez. — PHOTO BY KAP MACEDA AGUILA Denza Makati, operated by Harmony New Energy Auto Service (Philippines) Ltd. Corp., is on Chino Roces Avenue. Browsers can already preview vehicles and put down a reservation fee. — PHOTO BY KAP MACEDA AGUILA With Denza, BYD goes back to the well for more By Kap Maceda Aguila IT’S ALWAYS a good idea to go back to the proverbial well, particularly if it has proven to be a giving one. That’s exactly what Chinese automotive juggernaut BYD hopes to do – stepping up its business in the Philippines with the introduction of its luxury auto marque Denza, set for a public debut on February 27. Obviously buoyed by its sterling year-round sales performance in 2025 (to the tune of 26,122 units) – allowing the ACMobility-distributed new energy vehicle (NEV) specialist to leapfrog to third place in overall auto sales in the country – BYD is now once again stepping up to the plate. This time, it’s taking aim at the premium segment. Denza was born as a joint venture with Daimler AG when it was first introduced in May 2010. BYD eventually took increasing control of the brand, fully owning it by September 2024. In the same year, Denza began the exportation and selling of its cars overseas. Notably, vehicles of other premium BYD brands Yangwang and Fangchengbao are rebranded into Denza for this purpose. In a prepared statement, BYD Asia-Pacific Auto Sales Division General Manager Liu Xueliang noted, “Across (the region), we’ve seen strong momentum for Denza as more markets embrace premium new energy vehicles. That experience gives us confidence in the Philippines, where consumers are increasingly sophisticated and (are) ready to engage with a brand that combines intelligent technology with refined design and comfort.” BYD and Denza recently held a formal recognition ceremony of its initial dealer partners at the the soon-to-fully-open Denza Makati on Chino Roces Avenue. Speaking through a translator, Mr. Xueliang shared, “Many people ask me why the EV industry has been growing so fast in the Philippines.” The executive maintained that in the Southeast Asian region, no one could have predicted the speed by which the Philippines has begun to adopt electrified mobility. That’s why Denza’s entry as a “premium, high-tech,” and electrified auto brand makes sense to BYD leadership. “The Philippine market is advancing rapidly and is ready for a new expression of premium. Our responsibility as brand leaders is to introduce Denza in a way that reflects local expectations while staying true to its global standards,” joined BYD Philippines Country Head Adam Hu, who now double-hats as Denza Philippines country head as well. He added, “We hope that more Filipino consumers will understand, know, and love BYD as a brand. Since its founding, Denza has focused on maturing… sustainability in the new energy vehicle sector. To meet the diverse needs of the Philippine market, we have a full range of the product lineup covering MPVs, SUVs, sedans, and sports cars… high-end new energy vehicle (NEV) solutions for every scenario with differentiated positioning.” For its debut, Denza Philippines has three initial partners in ACMobility (through ACMobility Premium Dealership, Inc.), operating Denza Alabang and Denza Cebu; Harmony New Energy Auto Service (Philippines) Ltd. Corp. for Denza Makati; and E-Vantage for Denza Greenhills. If you’ve been paying attention, ACMobility, the local exclusive distributor of BYD in the Philippines, is not going to add Denza to the portfolio of brands it directly handles. This time, BYD itself, through BYD Philippines, has a direct hand in both importation and distribution. Asked by this writer on the timing of Denza’s entry, BYD Singapore, Philippines, and Brunei Managing Director James Ng said that they believe the success of BYD here is a “very strong foundation (upon which) to introduce Denza,” and that company leadership is counting on the strong reputation BYD already has for its technology and innovation. Addressing our question on how they expect to challenge the premium legacy brands already here, Mr. Xueliang said, “We’re not here to compete.” What they want is for Filipinos to experience a diversified product NEV lineup from the mass to premium markets through both BYD and Denza. “The best tech must be enjoyed by more people. This is why we’re bringing in so many vehicles to the Philippines… (Through Denza) we want to make the luxury market enjoy and feel our NEVs.” There’s an opportunity, he continued, in the luxury segment because there are relatively fewer NEV solutions there – something that Denza can capitalize on. “(Additionally), we aim to break the traditional luxury car (mold),” added the executive. Mr. Hu later announced the “key models” slated for initial release. The Denza D9 is positioned as a “benchmark household and commercial MPV that balances comfort and practicality.” Two SUVs will also be sold, the Denza B5 and B8, “for consumers who pursue outdoor adventures, fun and high-end quality… (combining) strong off-road performance with luxurious intent.” While Denza Philippines hasn’t given the official indicative pricing on these forthcoming releases, we obtained the following from a well-placed source: The D9 is expected to be priced at around P4.5 million, the B5 at P3.8 million, and the B8 at P5 million and P5.4 million for its two variants.
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https://www.bworldonline.com/velocity/2026/02/02/727632/premium-intent/
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Business & Finance
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7a38095b9bea148b07cba6cf358921ea47eb93eb1ab39b442f4816e4235ead87
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2026-02-01T16:02:45+00:00
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ERC looks into Solar Para Sa Bayan amid questions on permits and fees
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THE Energy Regulatory Commission (ERC) has launched an investigation into Solar Para Sa Bayan Corp. (SPSB), a social enterprise founded by businessman-turned-politician Leandro L. Leviste, over allegations of unauthorized operations and collecting fees without approval. In a statement on Saturday, the ERC said it had issued show-cause orders to SPSB to clarify concerns stemming from consumer complaints and reports that the company has been operating in Paluan, Occidental Mindoro, and other off-grid areas without securing the necessary regulatory approvals. The permits include an authority to operate and certificates of compliance for its generation facilities. SPSB was granted a 25-year congressional franchise in 2019, allowing it to construct, install, and operate distributed energy resources and microgrids in remote and unviable areas. However, the ERC said that the franchise law itself requires SPSB to comply with applicable regulatory approvals, particularly concerning the rates it will charge its customers. ERC Chairperson and Chief Executive Officer Francis Saturnino C. Juan said that charging electricity rates without regulatory approval is a “mortal sin” for a regulated entity. He added: “Adhering to both ERC regulations and franchise conditions is essential when operating and charging consumers as a regulated entity.” Mr. Leviste has yet to respond to BusinessWorld’s request for comment. In a radio interview last month, Mr. Leviste said that SPSB’s franchise had been “ipso facto revoked” since the company ceased operations in 2022. He cited government red tape and regulatory hurdles as the reasons the company did not launch its planned projects. However, Mr. Juan said the alleged violations still warrant investigation. “Despite reports suggesting that SPSB has already ceased operations, the seriousness of the violation still justifies an investigation, as any penalties that may be imposed can still be enforced against SPSB and its assets,” he said. The ERC added that it would ensure due process is observed when evaluating explanations and submissions from the parties involved. — Sheldeen Joy Talavera
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https://www.bworldonline.com/corporate/2026/02/02/727766/erc-looks-into-solar-para-sa-bayan-amid-questions-on-permits-and-fees/
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Business & Finance
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2633084811fabe5cc5a633afec8b9fc90cdfa870f4da2814d47d34efcc12213c
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2026-02-01T16:02:24+00:00
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Our moralistic paradigm of development
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https://www.bworldonline.com/opinion/2026/02/02/727715/our-moralistic-paradigm-of-development/
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Business & Finance
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fd27aed18651cc07ee50b237aa131758d7649b5a1be3a98fc655010852815a8d
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2026-02-01T16:02:22+00:00
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Style (02/02/26)
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1 of 2 LEGO.COM New Lego Botanicals bloom for Valentine’s WITH the campaign “This Valentine’s, Keep It Fresh,” Lego is turning Valentine’s gifting into something hands-on and memorable. This month Lego introduces 2026 novelties that expand the collection beyond traditional bouquets: Lego Botanicals Daisies, Peace Lily, Tulip Bouquet, and the statement-making Flower Wall. Alongside these new sets, favorites like the Bouquet of Roses and Bouquet of Pink Roses offer a fresh take on traditional Valentine’s florals, while lighter arrangements such as the Bouquet of Pretty Pink Flowers, Flower Bouquet, and Wildflower Bouquet lend a softer, more contemporary feel. For those looking for a graphic, design-led twist, the collection also features Lego Art Love which doubles as a home accent. The Lego Group brings these blooms to life at the SM Mall of Asia Main Mall Atrium from Feb. 9 to 16. There will be immersive displays, hands-on builds, and Instagram-worthy setups. A weekend in-store caravan runs from Feb. 8 to March 1 at selected stores across Metro Manila. Shoppers can enjoy up to 25% off selected products. For more information, visit www.lego.com or follow official Lego stores online such as bankeebricks.ph, Lazada, and Shopee. Anko marks Love Month with gift ideas, workshops THIS LOVE MONTH, Australian home and lifestyle brand Anko is positioning itself as the one-stop shop for gifts to celebrate Valentine’s Day. Anko Club members can also join exclusive in-store workshops where they can create personalized keepsakes and handmade cards. Among the suggestions are items to celebrate the occasion at home (from glasses to tablecloths, to vases for flowers), to gifts (think trinket bowls and boxes for rings, keys, and everyday accessories). There are mugs for coffee lovers, pans and trays for loved ones who cook, and much more including things to treat yourself with. Meanwhile, keep the kids busy with the Anko Club’s Valentine’s Card Making Workshop, offered every weekend this February (2-5 p.m.), at Anko’s Glorietta, TriNoma, Ayala Malls Manila Bay, and Ayala Malls Feliz branches. Anko Club members can also join an exclusive Galentine’s Workshop at Anko TriNoma on Feb. 14 at 4 p.m., featuring a Make Your Own Galentine’s Card activity in collaboration with the Weekend Watercolor Circle, plus a special Arrange Your Own Bouquet session. Anko Club members who shop at Anko Trinoma that day between 2-5 p.m. and spend a minimum of P500 can enjoy free candle calligraphy to personalize their favorite Anko candles. To join these workshops, download the Anko app and sign up for the Anko Club at anko.com/anko-club.
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https://www.bworldonline.com/arts-and-leisure/2026/02/02/727671/style-02-02-26/
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Business & Finance
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211242961356137292e10f61ee2cd2ab4fc749e96a9996515f4d36d8fe16a133
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2026-02-01T16:02:03+00:00
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Debt yields go down on weak GDP data
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YIELDS on government securities (GS) traded in the secondary market declined last week as below-target Philippine gross domestic product (GDP) growth last year raises the odds of further easing by the Bangko Sentral ng Pilipinas (BSP). GS yields, which move opposite to prices, went down by 7.14 basis points (bps) on average week on week, based on PHP Bloomberg Valuation Service Reference Rates data as of Jan. 30 published on the Philippine Dealing System’s website. At the short end of the curve, yields on the 91-, 182-, and 364-day Treasury bills (T-bills) dropped by 8.38 bps, 6.34 bps and 5 bps week on week to 4.6826%, 4.7725% and 4.8412%, respectively. Similarly, at the belly, rates fell across all tenors. Yields on the two-, three-, four-, five-, and seven-year Treasury bonds (T-bonds) went down by 11.04 bps (to 5.1883%), 11.78 bps (5.3796%), 12.06 bps (5.5283%), 11.05 bps (5.6551%), and 8.19 bps (5.8549%), respectively. At the long end, yields ended mixed. The rates of the 20- and 25-year debt papers went up by 1.31 bps (to 6.5127%) and 1.61 bps (6.5117%), respectively, while the 10-year bond went down by 7.67 bps to fetch 5.9868%. GS volume traded on Friday reached P118.3 billion, higher than the P102.98 billion recorded a week earlier. Yields declined almost across the board as weaker-than-expected Philippine GDP growth bolstered expectations of a BSP rate cut this month, a bond trader said in an e-mail. “Local bond movements were mainly driven by the weaker GDP print, which signaled a sharper loss of growth momentum than expected. Markets took this as increasing the likelihood that the BSP may need to provide policy support sooner, leading to a rally in bonds, with yields declining and the front end outperforming,” Lodevico M. Ulpo, Jr., vice-president and head of Fixed Income Strategies at ATRAM Trust Corp., said in an e-mail. “The weak growth data has shifted market focus toward downside economic risks, reinforcing expectations that domestic monetary policy could become more supportive. This creates a continued downward bias in local rates, especially for shorter tenors that are more sensitive to policy expectations.” Philippine GDP expanded by 3% year on year in the fourth quarter, slowing from 5.3% in the same quarter in 2024 and the revised 3.9% print in the third quarter of 2025. In 2025, the economy grew by 4.4%, much weaker than the 5.7% print in 2024. This was the weakest pace in five years or when GDP contracted by 9.5% in 2020. Excluding the pandemic, it was the slowest growth since the 3.9% expansion in 2011. This was also below the government’s 5.5%-6.5% target and was weaker than market expectations, as a BusinessWorld poll yielded a median estimate of 4.2% for the October-to-December period and 4.8% for 2025. Analysts said the disappointing GDP outturn gives the BSP room to lower rates further to help prop up domestic demand to spur economic recovery. BSP Governor Eli M. Remolona, Jr. said before the GDP data release that the Monetary Board would consider the economy’s performance when they meet to review their policy settings on Feb. 19, but a weak growth print wouldn’t automatically mean further easing. The central bank has cut benchmark borrowing costs by a cumulative 200 bps since it began its easing cycle in August 2024, with the policy rate now at 4.5%. Mr. Ulpo added that the US Federal Reserve’s decision to pause its own easing cycle last week and “still firm tone” partially offset the yield rally, particularly at the long end. “However, the Fed’s cautious stance suggests that global easing may be gradual, which could temper the pace of yield declines locally. Longer-dated bonds may remain more influenced by global rate movements than domestic factors,” he said. Last week, the Fed held rates steady after lowering its benchmark rate to 3.5%-3.75% last year, Reuters reported. Interest rate futures markets stuck with anticipating two rate cuts in 2026, with the likely next reduction in June, after the new chair takes over. For this week, the market’s focus will be on the release of January Philippine inflation data on Thursday (Feb. 5), as this could affect the BSP’s policy decision this month, the bond trader said. “Philippine inflation remains key, as it determines how much room the BSP has to ease. A stable inflation backdrop would reinforce the growth-driven case for lower yields,” Mr. Ulpo added. He said GS yields could also be affected by this week’s T-bond offering. On Tuesday, the Treasury will auction off P30 billion in reissued seven-year bonds with a remaining life of four years and 11 months. “Attention will be on the five-year bond auction, which will test demand in the belly of the curve and could influence near-term yield movements depending on the strength of participation.” — Abigail Marie P. Yraola
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https://www.bworldonline.com/banking-finance/2026/02/02/727697/debt-yields-go-down-on-weak-gdp-data/
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Business & Finance
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d7f238f44157da92eccb73405ea134ef84516f02855cac2282b137ad8b95bd27
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2026-02-01T16:02:01+00:00
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Rice retail price down, meat up in mid-January
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THE retail price of rice declined year on year in mid-January, while meat and galunggong (round scad) prices increased, according to the Philippine Statistics Authority (PSA). During the Jan. 15-17 period, which the PSA calls the second phase of January, the national average retail price of regular milled rice declined 9.56% year on year to P43.52 per kilo. The second-phase price was higher than the P43.13-per-kilo average during the first phase of January (Jan. 1-5) and the P42.10 average a month earlier. The highest average retail price of regular-milled rice in the second phase was recorded in the Bangsamoro Autonomous Region in Muslim Mindanao at P50.06 per kilo, down 0.72% from a year earlier. The lowest retail price of regular milled rice was reported in the Cagayan Valley at P36.70 per kilo, down 13.5% from a year earlier. Meanwhile, the retail price of bone-in fresh pork averaged P314.04 per kilo in the second phase of January, up 1.5% from a year earlier. The national average declined from the P315.44 per kilo recorded in the first phase of January and P314.72 a month earlier. The retail price of dressed chicken averaged P213.35 per kilo in the second phase of January, up 1% from a year earlier. The average retail price for the period was lower than the P213.72 per kilo recorded during the first phase of January, but higher than the P212.40 a month earlier. Galunggong prices rose 11.32% year on year to P251.35 per kilo in the second phase of January. The average price of the staple fish declined from P252.75 in the first phase of January and increased from P249.11 a month earlier. — Vonn Andrei E. Vilamiel
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https://www.bworldonline.com/agribusiness/2026/02/02/727707/rice-retail-price-down-meat-up-in-mid-january/
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Business & Finance
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981e804e9aade25255de08d3db24276ee73954147050f3b34db5ed753f2a92b1
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2026-02-01T16:01:51+00:00
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New Geely PHEV to be unveiled in Q1
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1 of 2 Geely Motor Philippines said it will continue to espouse a diversified electrification strategy across its global lineup — PHOTO FROM GEELY MOTOR PHILIPPINES PHOTO FROM GEELY MOTOR PHILIPPINES GEELY IS slated to introduce here a plug-in hybrid electric vehicle (PHEV) – known internally as EX5 EM-I –within the first quarter of the year as the company continues to grow its electrified lineup. The EX5 EM-I has recently been spotted in camouflage at local ports and customs areas, signaling that units have already entered the country ahead of its official reveal. The EX5 EM-I is positioned as balancing electric driving capability with extended range flexibility. In global markets, the model is reported to feature a combination of electric-only driving for daily commutes and a hybrid system suited for longer trips, addressing common concerns around charging access and range limitations. “This positioning places the EX5 EM-I in direct consideration alongside other PHEVs currently competing in the compact-to-midsize, electrified segment, where buyers are increasingly looking for alternatives that offer both fuel efficiency and adaptability to unpredictable driving conditions,” said Geely Motor Philippines in a release, and maintained that, compared to pure electric vehicles, PHEVs like the EX5 EM-I are often favored in dense urban environments such as Metro Manila, where traffic, flooding, detours, and varied daily routes make charging-dependent mobility less predictable. Geely is taking a “diversified electrification strategy” across its global lineup, combining battery-electric, plug-in hybrid, and internal combustion powertrains to meet different market needs. According to the company, this multi-path approach allows it to introduce products that align more closely with real-world usage rather than relying on a single electrification solution. The Philippine introduction of the EX5 EM-I is expected to be part of Geely’s broader product roadmap following its transition to direct local operations. The company has indicated that additional new models across various segments and powertrain types are in the pipeline as it continues to strengthen its presence in the country.
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https://www.bworldonline.com/velocity/2026/02/02/727631/new-geely-phev-to-be-unveiled-in-q1/
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Business & Finance
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922fe748eb1b22bef6579e513c9013f56911e103495db822ea8f6f037fc67bbe
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2026-02-01T16:01:45+00:00
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Manila office tenants favor flexible, cost-efficient spaces — Colliers
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METRO MANILA’S office developers are being urged to focus on flexible and cost-efficient office spaces as more multinational firms shift to hybrid work, according to property consultancy Colliers Philippines. “Occupiers are increasingly focused on capital preservation, balance sheet flexibility, and reduced execution and delivery risk. As a result, operating expenditure (opex)-led workspace solutions where costs are spread predictably over time are gaining traction,” Melissa Mabanta, assistant manager for office service — landlord representation at Colliers, said in a report. She noted that multinational companies are moving toward Grades A and B+ offices that prioritize flexibility, faster move-ins, and cost predictability, as firms’ planning cycles have shortened to between six and 18 months. Colliers added that the rise of hybrid work has pushed occupiers to favor ready-to-occupy and built-to-suit offices. “As the Philippine office market matures, value is increasingly defined not just by location or rental rates, but by speed to market, operational readiness, and risk mitigation,” Ms. Mabanta said. Previously, office occupiers invested in longer lease terms and fit-outs, information technology infrastructure, and project management. In central business districts, fit-out costs typically range from P45,000 to P70,000 per square meter (sq.m.), Colliers said. It also noted that challenges in traditional office leasing, such as design, permitting, procurement, and construction delays, have become a “major friction point” for occupiers. “While Metro Manila vacancy rates remain elevated compared to pre-pandemic levels, leasing inquiries are increasingly driven by quality, readiness, and flexibility rather than sheer size,” Colliers said. In the first nine months of 2025, Metro Manila’s office vacancy stood at 19.8%, Colliers said in its Third-Quarter Property Market Report. Office vacancy in the region is projected to rise slightly to 19.9% in 2026, before declining steadily to 19.2% in 2028, the consultancy added. In Metro Manila, traditional occupiers transacted an average of 830 sq.m. of space, while third-party operators and government tenants occupy about 1,500 sq.m., equivalent to roughly a whole floor. Shared services sector tenants occupy larger spaces of around 3,000 sq.m., or about two or more floors. — Beatriz Marie D. Cruz
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https://www.bworldonline.com/corporate/2026/02/02/727765/manila-office-tenants-favor-flexible-cost-efficient-spaces-colliers/
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5dc14c2e9dcd790b9535e7e21178d5dbdb07be8e29b1367bdfb4bc603a8c4d71
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2026-02-01T16:01:23+00:00
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Hypertension: Why prevention and early treatment save lives
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https://www.bworldonline.com/opinion/2026/02/02/727714/hypertension-why-prevention-and-early-treatment-save-lives/
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511dc4fd37e57a07ea4ed5aeb1f7d9dee26515470fdcf029d27a3c84eb20470c
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2026-02-02T11:01:20+00:00
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Treasury yields fall as investors weigh Fed leadership uncertainty
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U.S. Treasury yields were lower Monday as market watchers continued to weigh President Donald Trump naming Kevin Warsh as his pick for the next Fed chair.
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https://www.cnbc.com/2026/02/02/treasury-yields-investors-fed-leadership-uncertainty.html
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04b47de9614e7ceda5ee392f6a0677be3ca459e4d8500ad9f8b48c9b969f1a67
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2026-01-30T06:57:36+00:00
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Scenic trains, cruises and concerts: China’s new plan to get consumers spending again
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China rolled out a new work plan to boost services consumption as stimulus measures to boost households spending on goods have so far done little to lift demand.
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https://www.cnbc.com/2026/01/30/china-services-consumption-plan-domestic-demand-reform.html
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c6b5af1e3515ae5dcb153eb1b318856e0cf02d78a1b5e35f6af1f6dbe9de47a4
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2026-02-02T07:32:43+00:00
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CNBC Daily Open: Gold and silver tank amid Trump picking Kevin Warsh as Fed chair
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The U.S. dollar strengthened, signaling the market's approval of Warsh's credibility and perceived autonomy, but safe-haven assets gold and silver plummeted.
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https://www.cnbc.com/2026/02/02/cnbc-daily-open-gold-and-silver-tank-amid-trump-picking-kevin-warsh-as-fed-chair.html
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db54b32d84264fab731e3bcae39fc58b5578583e274d9098d3a4c62bc94df1e6
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2026-02-02T08:06:37+00:00
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South Korea stocks fall more than 5%, triggering temporary halt in trading
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Asia-Pacific markets saw a mixed trading session as investors assessed China's factory activity for January.
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https://www.cnbc.com/2026/02/02/asia-pacific-markets-hang-seng-index-csi-300-gold-silver.html
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624d728f1b71a919b60e8cb98946c1cccbfa301c7e0b1e33c3d8c55c208e20b4
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2026-02-02T00:52:12+00:00
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CNBC Daily Open: Markets see Warsh as a safe pick for Fed chair — causing gold and silver to plunge
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The U.S. dollar strengthened, signaling the market's approval of Warsh's credibility and perceived autonomy, but safe-haven assets gold and silver plummeted.
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https://www.cnbc.com/2026/02/02/cnbc-daily-open-markets-see-warsh-as-safe-pick-for-fed-chair-gold-and-silver-plunged.html
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42833501e46970b3d7fbb358063f245aed14d1cc242b29f97d6b240cc52f7e65
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2026-01-30T07:21:07+00:00
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Japan election becomes high-stakes gamble for Takaichi as personal popularity faces tougher opposition
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Japan’s Feb. 8 election is increasingly seen as a referendum on Prime Minister Sanae Takaichi, who has tied her political future to the vote.
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https://www.cnbc.com/2026/01/30/japan-snap-election-sanae-takaichi-ratings-ldp-cdp-komeito-tokyo.html
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96fc7c13038797a60487294527b30d9bc6570f9da7693f5f8eaf81acad50d819
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2026-01-30T09:39:24+00:00
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World leaders flock to Beijing, hedging against U.S. disruptions
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Nations that avoided China in recent years are now sending their leaders to Beijing for meetings with Chinese President Xi Jinping.
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https://www.cnbc.com/2026/01/30/china-beijing-trade-tariffs-trump-starmer-carney.html
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0aa0f7a3a209ae2b34f356b869620f65330d6bea57075dbe7ddf799d805fc358
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2026-01-31T05:01:44+00:00
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U.S. government partially shuts down; House vote could reopen it by Monday
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The funding deal addresses concerns Democrats have about funding the Department of Homeland Security because of enforcement actions in Minnesota.
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https://www.cnbc.com/2026/01/30/government-shutdown-senate-vote-dhs.html
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0062fdc7c882bf32a1dfc358b4acfbdc4e4df28d4a957789070b44b0fc289a14
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2026-01-31T14:15:01+00:00
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A 'staggering' number of people bought new iPhones last quarter—analysts explain why, and whether it'll happen again soon
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Apple CEO Tim Cook called the surge in demand for iPhones in the latest quarter "staggering." Analysts say multiple factors can help explain why.
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https://www.cnbc.com/2026/01/31/analysts-apples-staggering-iphone-sales-are-from-pent-up-demand.html
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691d46a96bfcdf70cbfeac651d458ceb834c86be00fb01bdcee3e2a32e4a5513
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2026-01-30T20:22:43+00:00
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Trump nominates Kevin Warsh for Federal Reserve chair to succeed Jerome Powell
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President Trump named Kevin Warsh to succeed Jerome Powell as Fed chair, ending an odyssey that has seen unprecedented turmoil around the central bank.
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https://www.cnbc.com/2026/01/30/trump-nominates-kevin-warsh-for-federal-reserve-chair-to-succeed-jerome-powell.html
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b93f39784dda521bbcd59e986d23cb158b312bf73993330f81c57a443125f471
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2026-01-30T20:45:33+00:00
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Silver plunges 30% in worst day since 1980, gold tumbles as Warsh pick eases Fed independence fear
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Gold and silver prices plunged on Friday, following weeks of gains as investors poured money into safe havens.
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https://www.cnbc.com/2026/01/30/silver-gold-fall-price-usd-dollar-fed-warsh-chair-trump-metals.html
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111bf28417cf4f93fcc12076b322dead74308bd48fe67634f94fa6e6decd6bf0
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2026-02-02T10:28:29+00:00
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Just over £1 now, here’s why Lloyds’ share price looks cheap to me anywhere under £1.77
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Lloyds’ (LSE: LLOY) share price sits around an 18-year high, yet there may still be further major gains ahead. This is because price and value are different things when it comes to shares. Price is just a function of market supply and demand for a stock at any given time. But value reflects the true worth of the underlying business’s fundamentals. As legendary investor Warren Buffett put it: “Price is what you pay; value is what you get.†He also urged investors to focus on companies whose value exceeds their price. So, how much are Lloyds shares really worth right now? Ultimately, every company’s share price is driven over the long term by earnings (‘profits’) growth. A risk here for Lloyds remains outstanding compensation claims for historic motor finance mis-selling. The FCA scheme remains under consultation, leaving the final liability unresolved until rules are published in February/March this year. Nonetheless, the consensus forecast of analysts is that Lloyds’ earnings will increase by a yearly average of 10.5% to end-2028. This looks well supported by its results. Its full-year 2025 numbers released on 29 January showed profit before tax rising 12% year on year to £6.7bn. This beat analysts’ forecasts of £6.4bn. The bank also significantly lifted its profitability target. It now expects to make a return on tangible equity greater than 16% in 2026, having forecast just 12% for 2025. It also announced a £1.75bn share buyback, which is generally supportive of share price gains. This brings the total capital returned to shareholders in 2025 to £3.9bn (including dividend payouts). Analysts forecast the current 3.4% dividend yield will rise to 4.7% in 2027 and 4.8% in 2028. Discounted cash flow (DCF) analysis estimates a company’s ‘fair value’ by projecting its future cash flows and then ‘discounting’ them back to today. Some analysts’ DCF modelling is more conservative than mine, depending on the variables used. However, based on my DCF assumptions — including an 8.3% discount rate and a 14% stable return on equity — Lloyds looks 39% undervalued at its current £1.08 price. Therefore, its fair value could secretly be close to £1.77 a share. And because share prices can trade towards their fair value in the long run, this suggests a potentially tremendous buying opportunity to consider now… if this modelling proves accurate. I already hold two banking stocks — HSBC and NatWest — in my portfolio. Adding another would skew its risk-reward balance, so Lloyds is not for me right now. Even so, it looks like a classic case of a solid business whose market price still lags its underlying value. Resilient cash generation, tight cost control and a growing contribution from fee-based businesses underpin Lloyds’ earnings outlook. Meanwhile, capital strength continues to support dividends and buybacks. Consequently, I think the stock is well worth the attention of other investors. The post Just over £1 now, here’s why Lloyds’ share price looks cheap to me anywhere under £1.77 appeared first on The Motley Fool UK. When investing expert Mark Rogers has a stock tip, it can pay to listen. After all, the flagship Motley Fool Share Advisor newsletter he has run for nearly a decade has provided thousands of paying members with top stock recommendations from the UK and US markets. And right now, Mark thinks there are 6 standout stocks that investors should consider buying. Want to see if Lloyds Banking Group plc made the list? More reading HSBC Holdings is an advertising partner of Motley Fool Money. Simon Watkins has positions in HSBC Holdings and NatWest Group Plc. The Motley Fool UK has recommended HSBC Holdings and Lloyds Banking Group Plc. Views expressed on the companies mentioned in this article are those of the writer and therefore may differ from the official recommendations we make in our subscription services such as Share Advisor, Hidden Winners and Pro. Here at The Motley Fool we believe that considering a diverse range of insights makes us better investors.
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https://www.fool.co.uk/2026/02/02/just-over-1-now-heres-why-lloyds-share-price-looks-cheap-to-me-anywhere-under-1-77/
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2de9f529003f614281191abdbf88635e8f55a442f8df8a59c0ebe9b5c3ea5525
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2026-02-02T10:23:52+00:00
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I’m targeting £10,399 a year in dividends from £20,000 in this FTSE 250 high-yield star
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FTSE 250 investment giant Aberdeen (LSE: ABDN) has paid the same high dividend, generating a very strong yield for the past five years. And analysts forecast it will do the same for at least the next three. These projections look well supported to me by a reorganisation programme that continues to show real traction. So, how much dividend income can I make going forward? The reorganisation plan followed its demotion from the FTSE 100 in September 2023. It involved delivering at least £150m of cost savings to reshape the group’s core operations. This included removing around 500 jobs and cutting management layers to boost efficiency and improve the product offering to customers. A risk to Aberdeen is any failure to continue adhering to these principles going forward. However, by the end of 2023, it had already exceeded its initial £75m cost-cutting target. The remaining £75m in cuts is expected to be announced in its 2025 results to be released on 3 March. Aberdeen delivered a £251m profit in its 2024 annual results against a £6m loss in 2023. And its H1 2025 results saw profit up 47% year on year to £252m. Net capital generation rose 7% to £111m, and diluted earnings per share soared 48% to 13.5p. Assets under management (AUM) also increased — to £517.6bn — beating analysts’ forecasts of £511.5bn. In its latest trading update (Q4), AUM increased to £556m. And Aberdeen reiterated its 2026 targets of £300m+ in adjusted operating profit, and net capital generation of around £300m. Aberdeen has paid the same 14.6p dividend every year since 2020. These have generated average annual dividend yields in those respective years of 5.2%, 6.1%, 7.7%, 8.2%, and 10.3%. The variations occur because dividend yields move as share prices (and payouts) alter. The current dividend yield is 6.8%, based on the same 14.6p dividends and the present £2.16 share price. Looking ahead, the consensus forecast of analysts is that Aberdeen will pay the same dividend until at least end-2028. So, my £20,000 holding in the stock would make me £19,402 in dividends after 10 years. This also factors in the dividends being reinvested back into the shares — known as ‘dividend compounding’. It is a similar idea to leaving savings to accrue in a bank account, and it effectively turbocharges dividend returns. On the same basis (which is not guaranteed, of course), the dividends would increase to £132,929 after 30 years. At that point, the holding would be worth £152,929 (including the original £20,000 investment). And that could pay me a yearly income from dividends of £10,399. Aberdeen’s appeal to me ultimately rests on the rare combination of a dependable dividend and it building earnings momentum. This is reinforced by a restructuring plan that is already delivering exactly what management said it would. These are the reasons why I bought the stock in the first place and have added to it since. They are also the reasons why I think the shares are well worth the attention of other investors. I also have my eye on other high-dividend-yielding stocks in the financial and other sectors. The post I’m targeting £10,399 a year in dividends from £20,000 in this FTSE 250 high-yield star appeared first on The Motley Fool UK. When investing expert Mark Rogers has a stock tip, it can pay to listen. After all, the flagship Motley Fool Share Advisor newsletter he has run for nearly a decade has provided thousands of paying members with top stock recommendations from the UK and US markets. And right now, Mark thinks there are 6 standout stocks that investors should consider buying. Want to see if aberdeen group made the list? More reading Simon Watkins has positions in aberdeen group. The Motley Fool UK has no position in any of the shares mentioned. Views expressed on the companies mentioned in this article are those of the writer and therefore may differ from the official recommendations we make in our subscription services such as Share Advisor, Hidden Winners and Pro. Here at The Motley Fool we believe that considering a diverse range of insights makes us better investors.
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https://www.fool.co.uk/2026/02/02/im-targeting-10399-a-year-in-dividends-from-20000-in-this-ftse-250-high-yield-star/
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4365128998f7e56fffce64db714fe9b0a24e2d87d0539ce632a1740222faa954
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2026-02-02T10:18:54+00:00
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Here’s why the market may still be seriously undervaluing BAE Systems’ share price at around £19…
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BAE Systems (LSE: BA) share price has emerged as one of the clearest beneficiaries of the global shift towards higher defence spending. This pivot is most visible in non-US NATO members’ commitment to more than double their defence budgets. This is a multi-decade structural transformation to create a long-term deterrent against future aggressors, not a temporary wartime spike. BAE Systems is Europe’s largest defence contractor, and the world’s sixth‑largest, so it sits at the centre of this transition. This is not about ‘benefitting from war’ — quite the opposite. I see it as part of the process of underwriting peace through deterrence. So, how high can BAE Systems’ share price go? Earnings (or ‘profits’) growth is ultimately the driver for all companies’ share prices over the long run. A risk to BAE Systems is any fundamental failure in one of its core products. This could be costly to fix and might damage its reputation. Nonetheless, the consensus forecast of analysts is that its earnings will rise by a yearly 11.2% average to end-2028. This looks very well supported by strong results and new orders. Its 2024 full-year numbers saw sales climb 10% year on year to £25.3bn, while underlying earnings before interest and tax (EBIT) climbed 12% to £2.9bn. The order book hit a record £70.5bn. H1 2025 saw sales jump 11% to £14.6bn, powering EBIT 13% higher to £1.55bn. Order intake surged to £13.2bn, driving a massive £75.4bn order book. Consequently, management upgraded full-year sales guidance to 8%-10% from 7%-9%. It also upgraded its EBIT guidance to 9%-11% from 8%-10%. To me, these numbers highlight a business benefitting from higher defence budgets and an order backlog that underwrites future growth. Indeed, January alone saw BAE Systems win a £453m contract to upgrade radar technology on Typhoon fighter jets. It also received a $473m (£343m) contract to produce self-propelled artillery. And it secured a $184m contract from the US to manufacture amphibious combat vehicles. BAE Systems’ 2.2 price-to-sales ratio looks a bargain to me at the bottom of its peer group, which averages 5.1. This includes RTX at 3, L3Harris Technologies at 3.1, Rolls-Royce at 5.3, and TransDigm at 9.1 Similarly cheap is the price-to-earnings ratio of 30.3 relative to its competitors’ 34.9 average. Discounted cash flow analysis highlights where any share should trade, based on cash flow forecasts for the underlying business. Some DCF outcomes are more bullish than mine and some more bearish. Nevertheless, using an 8.3% discount rate, my DCF analysis suggests BAE Systems is 19% undervalued at its current £19.67 price. This implies a ‘fair value’ for the shares of £24.28. Knowing this price-to-value gap is critical for long-term profits, as shares can trade towards their fair value over time. Together, the long-term structural defence‑spending backdrop, BAE Systems’ accelerating earnings profile, and its valuation discount create a compelling investment proposition to me. However, the market still appears to be pricing in a cyclical downturn in the firm’s numbers based on potential shorter-term peace settlements. I aim to exploit this gap by buying more of the stock very soon. I also think the shares are well worth the attention of other investors. The post Here’s why the market may still be seriously undervaluing BAE Systems’ share price at around £19… appeared first on The Motley Fool UK. When investing expert Mark Rogers has a stock tip, it can pay to listen. After all, the flagship Motley Fool Share Advisor newsletter he has run for nearly a decade has provided thousands of paying members with top stock recommendations from the UK and US markets. And right now, Mark thinks there are 6 standout stocks that investors should consider buying. Want to see if BAE Systems made the list? More reading Simon Watkins has positions in BAE Systems and Rolls-Royce Plc. The Motley Fool UK has recommended BAE Systems and Rolls-Royce Plc. Views expressed on the companies mentioned in this article are those of the writer and therefore may differ from the official recommendations we make in our subscription services such as Share Advisor, Hidden Winners and Pro. Here at The Motley Fool we believe that considering a diverse range of insights makes us better investors.
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https://www.fool.co.uk/2026/02/02/heres-why-the-market-may-still-be-seriously-undervaluing-bae-systems-share-price-at-around-19/
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55e65f72a759cbc94b120a46e539feaaa3b0389034c741bc26831e4bdc44b277
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2026-02-02T10:14:14+00:00
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Here’s how I’m targeting £16,073 a year in dividends from £20,000 in this FTSE 100 gem…
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FTSE 100 income stocks that offer dependable, long‑term dividends are not always easy to find. But this one stands out to me. Its dividend profile looks reassuringly strong, supported by a business steadily building the earnings base needed for sustainable future payouts. So, how much could investors seeking high, steady income realistically expect to make from its dividends alone? Any company’s dividends and share price are ultimately powered by its earnings (or ‘profits’) growth. A risk for investment giant M&G (LSE: MNG) is a sustained period of extreme volatility in the global markets. This might prompt customers to withdraw funds from the firm, so squeezing fee income. Even so, the consensus forecast of analysts is that its earnings will grow by an annual average of 28% to end-2028. This looks well supported to me by its recent results. Its H1 2025 numbers saw assets under management rise to £354.6bn from £346.1bn. As its Asset Management business expanded, it still managed to trim its cost-to-income ratio to 75% from 77%. This helped to lift adjusted operating profit before tax (PBT) to £378m. Its earlier 2024 results showed adjusted operating PBT increased 5% year on year to £837m, supported by a 19% increase from its Asset Management division. Importantly for shareholders, the firm also announced a shift to a progressive dividend policy. This involves payouts rising at least in line with earnings per share but not being reduced if earnings decline. M&G has raised its dividend every year from 2020’s 18.23p to 2024’s 20.1p. These generated respective average annual dividend yields of 9.2%, 9.2%, 10.4%, 8.9%, and 10.2%. Its current yield is 6.5%, but analysts’ forecasts are that the payout will continue to rise as earnings growth continues. Specifically, the projections are for dividend yields of 7.1% this year, 7.3% next year, and 7.8% in 2028. All of these are more than double the current FTSE 100 average dividend yield of just 3.1%. Dividend yields change over time, alongside movements in share price and annual payouts. However, based on the forecast 7.8% yield, my £20,000 holding in M&G could make me £23,519 in dividends after 10 years. This also assumes that the dividends are reinvested into the stock to harness the power of ‘dividend compounding’ and that there is no change to the dividend policy, which cannot be guaranteed. On the same basis, the dividends would increase to £186,058 after 30 years. Including the original £20,000 investment, the holding would be worth £206,058 by then. At that point, my M&G shares could be paying me an annual income from dividends of £16,073! The buying power of this will have diminished a lot, assuming inflation over the period. But it would still be a great boost to any State Pension I will be receiving by then. I invested in M&G for three key reasons: its strong earnings momentum, rising dividends and solid capital discipline. All these strengths still appear in place, as shown by the firm’s strong recent results and consensus analysts’ forecasts. As such, I plan to buy more shares soon and believe other income-focused investors may find the stock equally appealing. The post Here’s how I’m targeting £16,073 a year in dividends from £20,000 in this FTSE 100 gem… appeared first on The Motley Fool UK. When investing expert Mark Rogers has a stock tip, it can pay to listen. After all, the flagship Motley Fool Share Advisor newsletter he has run for nearly a decade has provided thousands of paying members with top stock recommendations from the UK and US markets. And right now, Mark thinks there are 6 standout stocks that investors should consider buying. Want to see if M&g Plc made the list? More reading Simon Watkins has positions in M&g Plc. The Motley Fool UK has recommended M&g Plc. Views expressed on the companies mentioned in this article are those of the writer and therefore may differ from the official recommendations we make in our subscription services such as Share Advisor, Hidden Winners and Pro. Here at The Motley Fool we believe that considering a diverse range of insights makes us better investors.
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https://www.fool.co.uk/2026/02/02/heres-how-im-targeting-16073-a-year-in-dividends-from-20000-in-this-ftse-100-gem/
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Business & Finance
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51c937573afe6c88eb0731363183bcb3428cbadef571acc0ef0098cbb2cc0488
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2026-02-02T10:07:42+00:00
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Prediction: in 12 months the surging Rolls-Royce share price and dividend could turn £10,000 into…
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Rolls-Royce‘s (LSE:RR.) share price has been a revelation. Dividends are back with a bang too after being dropped during 2020. So how long can the FTSE 100 engineer continue to outperform? During the past 12 months, Rolls-Royce shares have risen a stunning 102.9% in value. With a 0.8% trailing dividend yield added in, the total return improves to 103.7%. That’s almost five times the broader FTSE 100’s total return of 21%. And it would have turned a £10,000 investment into £20,370. This is no one-off fluke. Rolls’ share price has surged 1,217% over the last five years. That’s a stunning performance that’s shamed almost every one of the ‘Magnificent Seven’ US tech stocks (only Nvidia‘s risen more, with a 1,377% gain). It goes to show that investors can find top growth stocks close to home and don’t have to plunge into overseas stock markets to supercharge their portfolios. This success has created a dilemma for investors, however. Following those stunning price gains, Rolls-Royce shares now have a forward price-to-earnings (P/E) ratio of 36.6 times. That’s miles above the 10-year average around 15. It also smashes the broker FTSE 100 current forward multiple of 13.5. So, do City analysts think this could impact future returns? Seventeen of them currently have ratings on Rolls, producing a consensus share price target of £13.18 for the next 12 months. That’s up 8.8% from today’s £12.11. Factoring in a 0.9% dividend yield, a £10k investment in the engineer today could turn into £10,970 by February 2027. That’s not bad at all. But it’s clearly a long way off the returns investors have got used to in recent years. The City clearly thinks Rolls shares might be running out of road. Under Tufan Erginbilgiç, the FTSE firm has flown clear of the carnage of the Covid-19 era. Its CEO has overseen a period of balance sheet transformation, extensive restructuring and a dramatic improvement in earnings growth. This could continue, given the bright outlook for key civil aerospace, defence and power systems markets. Yet is the good news currently baked into Rolls’ share price? Those analysts seem to think so. But that’s not the only problem for me as an investor. A high valuation like the share currently has could easily prompt a price retracement if trading begins to weaken. And Rolls faces several major threats that could make this a reality. Supply chain problems and rising costs could scupper Erginbilgiç’s ongoing recovery plan. A possible downturn in the civil aviation market also needs to be taken seriously, as does fierce competition from global rivals. It’s important to say that broker forecasts aren’t always reliable. Few expected Rolls-Royce’s share price to explode the way it has in recent years. Analysts could be wrong again. What’s more, the City remains overwhelmingly positive on the company — 13 consider it a Strong Buy, one a Buy, and only one a mere Hold. This could make Rolls shares a strong stock to consider for many investors. But for me, the dangers it faces at the start of 2026 mixed with that high valuation make it too risky. I think I’ll look for other growth stocks to buy. The post Prediction: in 12 months the surging Rolls-Royce share price and dividend could turn £10,000 into… appeared first on The Motley Fool UK. When investing expert Mark Rogers has a stock tip, it can pay to listen. After all, the flagship Motley Fool Share Advisor newsletter he has run for nearly a decade has provided thousands of paying members with top stock recommendations from the UK and US markets. And right now, Mark thinks there are 6 standout stocks that investors should consider buying. Want to see if Rolls-Royce Plc made the list? More reading Royston Wild has no position in any of the shares mentioned. The Motley Fool UK has recommended Nvidia and Rolls-Royce Plc. Views expressed on the companies mentioned in this article are those of the writer and therefore may differ from the official recommendations we make in our subscription services such as Share Advisor, Hidden Winners and Pro. Here at The Motley Fool we believe that considering a diverse range of insights makes us better investors.
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https://www.fool.co.uk/2026/02/02/prediction-in-12-months-the-surging-rolls-royce-share-price-and-dividend-could-turn-10000-into/
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Business & Finance
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696423a480a08cb62c8aa40d5bb7dbcab3f6bd251298bcd9ee811bd63b71876d
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2026-02-02T09:02:00+00:00
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Forget Rolls-Royce shares! I think this is a better growth opportunity for 2026
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Rolls-Royce shares are up 104% in the past year. The business is one of the top-performing stocks in the FTSE 100 over this period. However, some are concerned about the high valuation and whether there’s much potential for further gains in 2026. When looking for alternatives, I came across one that I think could do really well. I’m talking about MONY Group (LSE:MONY). The stock’s up a modest 2% in the past year. This represents the first reason why I think it could do better than Rolls-Royce. It’s a company that hasn’t experienced a sharp share price rally (yet), which makes it much more attractive from a valuation perspective. For example, it has a price-to-earnings ratio of 10.95. This contrasts to Rolls-Royce at 60.90. So in terms of picking a stock where there could be more potential to rally, I’d say MONY Group gets the nod. Of course, this is irrelevant if I’m not optimistic about the firm’s prospects. Yet in this case, I am. The business is a UK-focused savings and price-comparison platform that helps consumers find better deals on financial products and services. It tends to outperform when the UK economic outlook isn’t great. If more people are concerned about their personal finances, they’re more likely to shop around and use price comparison sites. This increases traffic to the group and lead fees from referrals. Given the risk of slow UK growth in 2026, I think MONY Group could see a traffic spike, ultimately boosting earnings and the share price. Artificial intelligence (AI) is becoming increasingly important in all businesses. When I compare the two firms, I think MONY Group stands to gain more from further integrating this into operations than Rolls-Royce. For example, MONY Group’s deployed Fin, an AI agent, which is now involved in 98% of customer conversations. It’s reportedly handling over 25,000 queries a month via chat and email. Over time, this will save costs, freeing up human resources. It can process queries faster, enabling it to serve more customers and retain more business. It’s also using AI in other ways, such as to push more tailored marketing and offers to clients. As this continues to expand this year, I think it’s well placed to help reduce costs and boost profits. I’m not suggesting Rolls-Royce isn’t making good use of AI, but I think MONY Group’s use cases are higher and could work to its advantage. Of course, I could be wrong in my view. Momentum could stay with Rolls-Royce as investors get the fear of missing out (FOMO) and simply buy because it keeps going up. As for MONY Group, there’s continued regulatory risk. If the UK regulator decides to tighten up on financial promotions or disclosure requirements, it could hamper growth. Yet on balance, when looking for growth stocks for 2026, I think MONY Group could be a viable growth alternative to Rolls-Royce to consider. The post Forget Rolls-Royce shares! I think this is a better growth opportunity for 2026 appeared first on The Motley Fool UK. When investing expert Mark Rogers has a stock tip, it can pay to listen. After all, the flagship Motley Fool Share Advisor newsletter he has run for nearly a decade has provided thousands of paying members with top stock recommendations from the UK and US markets. And right now, Mark thinks there are 6 standout stocks that investors should consider buying. Want to see if Mony Group Plc made the list? More reading Jon Smith has no position in any of the shares mentioned. The Motley Fool UK has recommended Mony Group Plc and Rolls-Royce Plc. Views expressed on the companies mentioned in this article are those of the writer and therefore may differ from the official recommendations we make in our subscription services such as Share Advisor, Hidden Winners and Pro. Here at The Motley Fool we believe that considering a diverse range of insights makes us better investors.
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https://www.fool.co.uk/2026/02/02/forget-rolls-royce-shares-i-think-this-is-a-better-growth-opportunity-for-2026/
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b64143d40ac1de905a9a4a08f9b8a4bff124760aae0b7af51a446fe321efa079
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2026-02-02T08:30:00+00:00
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FTSE 100: here are my 3 predictions for 2026
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To the surprise of many, the FTSE 100 outperformed the S&P 500 in 2025. With huge attention paid to the Magnificent 7 and US stocks in general, it’s sometimes easy to overlook opportunities closer to home. Bearing this in mind, here are three things that I think will happen in 2026. The FTSE 100 has established a reputation for being home to some amazing high-yielding dividend shares with excellent track records in increasing their payouts. And in my opinion, this will continue. For example, Halma‘s raised its dividend for 46 consecutive years. Even better, each increase has been worth 5%, or more. The top 10 have an average yield of 6.5%. At the moment (2 February), Legal & General’s is 8.1%. Others in the same industry – Phoenix Group Holdings and M&G – are offering 7%+. Of course, there are no guarantees when it comes to dividends, but with the index heavily populated with energy companies, banks, and builders, there are plenty of income stocks to choose from. Although I remain a fan of UK shares, I know many stocks on the other side of the Atlantic are seen as more exciting. And with its lack of technology stocks, it means the FTSE 100 lags its peers when it comes to valuations. However, this could be an opportunity for international investors to reduce their exposure to more expensive markets and buy British instead. Another boost to the stock market could come from the government’s attempts to encourage UK pension funds to invest more domestically. One positive of being unfashionable is that when expectations are low, companies don’t need to be brilliant for their stock prices to rally, they just need to be seen to be doing a bit better. I reckon 2026 could be the year when more investors appreciate the quality of many of the companies on the FTSE 100. My final prediction is that the RELX (LSE:REL) share price is going to have a better year than it did in 2025, when it fell 17%. The company’s one of the founding members of the index although, in 1984, it was known as Reed International. Since then, it’s transitioned from an old-fashioned publisher into a data analytics company powered by artificial intelligence (AI). It remains one of the most undervalued Footsie shares, according to analysts. Today, they have a consensus 12-month share price target that’s 59% higher than the current share price. Concerns that AI could disrupt its business seem overblown to me. With an impressive blue-chip customer base, the price of its services isn’t such an issue. Yes, new technology could help competitors but RELX has such dominance in its markets that I think it will be difficult to knock it off its perch. Indeed, when it released its Q3 2025 results, it reported an “improving long-term growth trajectoryâ€. I do fear a cyberattack though. A plus for income investors is that the recent pullback in its share price means the stock’s currently yielding a respectable 2.5%. Overall, I like what I see and I believe the stock’s too cheap to ignore. That’s why I bought it just before Christmas and others could consider doing the same. The post FTSE 100: here are my 3 predictions for 2026 appeared first on The Motley Fool UK. When investing expert Mark Rogers has a stock tip, it can pay to listen. After all, the flagship Motley Fool Share Advisor newsletter he has run for nearly a decade has provided thousands of paying members with top stock recommendations from the UK and US markets. And right now, Mark thinks there are 6 standout stocks that investors should consider buying. Want to see if RELX made the list? More reading James Beard has positions in Legal & General Group Plc and RELX. The Motley Fool UK has recommended Halma Plc, M&g Plc, and RELX. Views expressed on the companies mentioned in this article are those of the writer and therefore may differ from the official recommendations we make in our subscription services such as Share Advisor, Hidden Winners and Pro. Here at The Motley Fool we believe that considering a diverse range of insights makes us better investors.
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https://www.fool.co.uk/2026/02/02/ftse-100-here-are-my-3-predictions-for-2026/
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Business & Finance
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e1747cfa939b11a7dcea5be671d980aaf1959eedbb543e0792c06e0c6c79907b
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2026-02-02T08:15:00+00:00
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Could SpaceX add 7%+ to the value of this UK growth share?
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UK growth shares are booming at the moment. Since February 2025, the FTSE 100’s gained 18%, outperforming many of its international peers. But savvy investors know that successful investing requires taking a long-term view. With this in mind, I think 2026 could be a pivotal year for one particular Footsie stock. Let’s find out why. Being honest, Scottish Mortgage Investment Trust (LSE:SMT), which can trace its origins back to 1909, doesn’t sound like a particularly exciting stock. But having ditched its initial investments in rubber plantations long ago, it now buys minority stakes in what it describes as exceptional growth companies. Indeed, the biggest holding in its portfolio is Space Exploration Technologies (SpaceX), the privately-owned rockets and spacecraft group. Latest figures show that it now accounts for 15.2% of the value of the trust’s investments. And if proof’s needed that anything Elon Musk touches turns to gold, just take a look at how the value of SMT’s holding has increased since it first took a stake in 2018. However, valuing private companies isn’t straightforward. Because they’re not listed on a stock exchange, there’s limited interaction between buyers and sellers. Determining their true value is, therefore, usually restricted to various funding rounds when they tap their shareholders for more money. Ultimately, we will only know if SpaceX is worth what SMT believes it is when its shares are publicly traded. And if the rumours are true, an IPO will happen in 2026. According to the Financial Times, this has been pencilled in for the middle of June, with an estimated valuation of $1.5trn. Unfortunately, we don’t know what proportion of the space group SMT owns. But whatever it is, its stake could be undervalued. When Tesla listed in June 2010, its shares soared 40% on the first day of trading. And such is Elon Musk’s reputation, I wouldn’t be surprised if something similar happens with SpaceX. If it does, SMT’s market cap could rise by £938m or 7%, based on the price as I write on 30 January. And the long-term effect could be spectacular if Musk’s able to work his magic once more. I’ve seen one forecast suggesting that SpaceX could be worth $12.8trn by 2040. But there are other reasons to consider taking a stake in the trust. It has shareholdings in many of the world’s biggest and fastest-growing tech companies. And from 2016-2025, this helped its net asset value (NAV) rise by 408% and its share price increase by 351%. For comparison, the FTSE All-World index rose 248% over the same period. However, its exposure to these types of stocks could also be its Achilles’ heel. A repeat of the dotcom crash would have massive implications for the trust’s share price. And with nearly 30% of the fund’s value coming from unquoted companies, converting these positions into cash would take some time, should the need arise. But for those looking for exposure to the tech sector with some of the risk spread across multiple positions, I think Scottish Mortgage Investment Trust is a stock to consider. Its current 5% discount to its NAV could be an opportunity to buy into some of the world’s most famous companies at a knock-down price. The post Could SpaceX add 7%+ to the value of this UK growth share? appeared first on The Motley Fool UK. When investing expert Mark Rogers has a stock tip, it can pay to listen. After all, the flagship Motley Fool Share Advisor newsletter he has run for nearly a decade has provided thousands of paying members with top stock recommendations from the UK and US markets. And right now, Mark thinks there are 6 standout stocks that investors should consider buying. Want to see if Scottish Mortgage Investment Trust PLC made the list? More reading James Beard has no position in any of the shares mentioned. The Motley Fool UK has recommended Tesla. Views expressed on the companies mentioned in this article are those of the writer and therefore may differ from the official recommendations we make in our subscription services such as Share Advisor, Hidden Winners and Pro. Here at The Motley Fool we believe that considering a diverse range of insights makes us better investors.
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https://www.fool.co.uk/2026/02/02/could-spacex-add-7-to-the-value-of-this-uk-growth-share/
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Business & Finance
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d43db2705626927fbba2787a493c2b12190f798d74497096d51a1fc8b7609c4e
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2026-02-02T08:06:00+00:00
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How you could invest £300 a month in FTSE 100 stocks to target a £5,000 second income
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The FTSE 100 has an average dividend yield of 2.92%. Given that the base interest rate’s 3.75%, some might feel that buying stocks for dividend income isn’t a smart idea. However, building an impressive passive income can be done in such a way to achieve a high yield without an excessive level of risk. Here’s what I’m talking about. There’s a huge range of stocks within the index. Some don’t pay any income, whereas other stocks have yields as high as 8.32%. This means that buying a tracker fund that pays out the income isn’t really the best way to capture the best yield. For a start, an active investor could cut the 10 stocks that pay a yield less than 1%. I don’t see much value in having them in an income portfolio. Instantly, that boosts the average dividend yield. Yet the person could go even further and select a dozen-or-so companies. In this way, it’s still diversified enough to limit any damage that could happen if one company cuts the divdiend. Yet it also allows the average yield to be higher. Based on the stocks involved, I think a yield of 6% could be achieved. If someone were to invest £300 a month in this portfolio, it could steadily build over time. In year-15, it could pay out £4,997 just in dividends. The pot at the end of the year would equate to £87,981. From there, the investor could either decide to stop paying more money in and enjoy the dividends, or let it compound further. Of course, dividends aren’t guaranteed. The main risk to this idea is that several picks underperform, meaning that the portfolio doesn’t reach the target goal as soon as expected. One stock that could be considered as part of this concept would be LondonMetric Property (LSE:LMP). It currently has a dividend yield of 6.01%, with the stock up 10% in the last year. As a real estate investment trust (REIT), it has to pay out a certain minimum of profits to shareholders as a divdiend. Therefore, I’m confident that some form of income will be paid for years to come. In half-year results out in November, dividend was raised to 6.1p, up 7% year-on-year. In terms of sustainability, the cash cover for the divdiend was 111%. This means it doesn’t have cash flow problems in paying it out. Please note that tax treatment depends on the individual circumstances of each client and may be subject to change in future. The content in this article is provided for information purposes only. It is not intended to be, neither does it constitute, any form of tax advice. The firm has increased its dividend for 10 consecutive years. To me, this underlines a shareholder commitment, and although the past doesn’t predict the future, the track record can give investors confidence going forward. In terms of risks, the REIT’s exposed to interest rates. After all, it takes on debt to fund new projects. If the interest rate in the UK doesn’t fall as much as we expect it to this year, it could cause investors to readjust their expectations for debt servicing costs for LondonMetric. Ultimatley, I think it’s a good stock to consider for a long-term passive income plan. The post How you could invest £300 a month in FTSE 100 stocks to target a £5,000 second income appeared first on The Motley Fool UK. When investing expert Mark Rogers has a stock tip, it can pay to listen. After all, the flagship Motley Fool Share Advisor newsletter he has run for nearly a decade has provided thousands of paying members with top stock recommendations from the UK and US markets. And right now, Mark thinks there are 6 standout stocks that investors should consider buying. Want to see if LondonMetric Property Plc made the list? More reading Jon Smith has no position in any of the shares mentioned. The Motley Fool UK has recommended LondonMetric Property Plc. Views expressed on the companies mentioned in this article are those of the writer and therefore may differ from the official recommendations we make in our subscription services such as Share Advisor, Hidden Winners and Pro. Here at The Motley Fool we believe that considering a diverse range of insights makes us better investors.
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https://www.fool.co.uk/2026/02/02/how-you-could-invest-300-a-month-in-ftse-100-stocks-to-target-a-5000-second-income/
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Business & Finance
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d1560189386fd1f4d270b7bb0e7f231c7ef510e66775e31fd9e93a5ef461b633
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2026-02-02T08:00:00+00:00
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Down 9% in 10 years, could this FTSE 100 stock be a once-in-a-decade buying opportunity?
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FTSE 100 drinks giant Diageo (LSE:DGE) has seen its share price perform miserably over the past few years. Since reaching its post-pandemic peak in December 2021, it’s fallen around 60%. But with a new boss at the helm, will the group’s results start to show that its turnaround strategy is working? What’s more, could the drinks giant be one of the UK’s top recovery stocks in 2026? Let’s see. Diageo’s woes appear to be linked to a change in drinking habits. After Covid, when people started going out and about again, the group experienced an increase in volumes. But then, things began to change. Cost of living pressures led to a cut in consumer discretionary spending. And supply chain cost increases hurt its margin. More recently, tariffs have been damaging. But there’s also some evidence that members of Generation Z are drinking less than their parents. As the company itself acknowledges: “People are drinking better, not moreâ€. And a recent NHS survey reveals that 39% of young men have abstained from alcohol over the past year. This compares to 16% of males aged over 65. It’s a similar picture for women. People are also trading up. According to the group, the share of “premium and above†spirits grew from 26% to 35% over the past 10 years. And the “super-premium-plus tier†has grown 50% faster than other sub-groups. Early in 2025, the group said it wants to reduce the number of brands in its portfolio. This seems like the right strategy to me. I think the group should focus on seeking to replicate the success of Guinness — which has become fashionable through the innovative use of social media — with its other 12 so-called billion-dollar brands. Fortunately, this is right up the street of the group’s new boss, Sir Dave Lewis. During 33 years at Unilever, ‘Drastic Dave’ reduced the number of the group’s products from 1,600 to 400. If he can do the same at Diageo, it should free up some much needed cash to help reduce the group’s significant debt pile. But despite its problems, the group remains number one in international spirts by retail sales value. This means it’s well positioned to grow again if conditions improve. Of course, nothing’s certain. The group may be too large to respond quickly enough to the changing market. And a slowing global economy could further impact demand. But one of the benefits of a falling share price is that those taking a stake now could benefit from a yield of 4.6%. I say ‘could’ because dividends cannot be guaranteed and, if sales and earnings continue to go in the wrong direction, there’s a strong chance its payout will be cut. Personally, I don’t think shareholders should be — excuse the pun — too dispirited. It has many internationally famous brands and I think it has the right person at the top to oversee a bounce back. Positively, analysts from MCH Market Insights, Interactive Investor, and AJ Bell have all identified Diageo as their top recovery stock for 2026. Although there could be some hiccups along the way, with its share price at a 10-year low, I think Diageo could be a once-in-a-decade opportunity to consider. The post Down 9% in 10 years, could this FTSE 100 stock be a once-in-a-decade buying opportunity? appeared first on The Motley Fool UK. When investing expert Mark Rogers has a stock tip, it can pay to listen. After all, the flagship Motley Fool Share Advisor newsletter he has run for nearly a decade has provided thousands of paying members with top stock recommendations from the UK and US markets. And right now, Mark thinks there are 6 standout stocks that investors should consider buying. Want to see if Diageo plc made the list? More reading James Beard has no position in any of the shares mentioned. The Motley Fool UK has recommended Aj Bell Plc, Diageo Plc, London Stock Exchange Group Plc, and Unilever. Views expressed on the companies mentioned in this article are those of the writer and therefore may differ from the official recommendations we make in our subscription services such as Share Advisor, Hidden Winners and Pro. Here at The Motley Fool we believe that considering a diverse range of insights makes us better investors.
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https://www.fool.co.uk/2026/02/02/down-9-in-10-years-could-this-ftse-100-stock-be-a-once-in-a-decade-buying-opportunity/
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Business & Finance
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68a27477365200e2ba21eb8b6ea7ef71e5a523c1e004e313a4017b6ab2650e94
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2026-02-02T10:07:00+00:00
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Lord Mandelson resigns from Labour Party over Epstein links
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The former cabinet minister says he does not want to "cause further embarrassment" by his links to the late convicted paedophile.
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https://www.bbc.com/news/articles/cn8jm2vpve1o?at_medium=RSS&at_campaign=rss
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World & Politics
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5586a50d580e5302c9c0549eae6c096a46a2d2230b349a3146fafe3a15f63a27
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2026-02-01T22:07:57+00:00
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Epstein sent $75,000 to accounts linked to Mandelson, files suggest
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Lord Mandelson says he has no record or recollection of receiving the sums and does not know if the documents are authentic.
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https://www.bbc.com/news/articles/cn82elvzpz7o?at_medium=RSS&at_campaign=rss
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World & Politics
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1b6de8812ea52f125a774d691b5a72f35ad6335f542a9d61b7588debec637048
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2026-02-02T07:53:57+00:00
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Drone incidents near UK military bases double year-on-year
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British troops will get extra powers to shoot down drones near military bases, the UK government says.
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https://www.bbc.com/news/articles/c23rxr1lz8do?at_medium=RSS&at_campaign=rss
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World & Politics
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22daf4b4cd2df3a54e5d32c61aa530a992c21e9b01f00d2aac0d902bd5f59dd4
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2026-02-02T07:34:42+00:00
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Workers Party of Britain not contesting by-election
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The party, led by George Galloway, says it will not choose a candidate for the Gorton and Denton seat.
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https://www.bbc.com/news/articles/c5y2lj3md8po?at_medium=RSS&at_campaign=rss
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World & Politics
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f6b8a3d4c8e3f8147a174178011c55b730fb3cf618640555176aeab6c36eabbb
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2026-02-01T17:40:19+00:00
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Charlotte Cadden chosen as Tory by-election candidate
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The retired detective says she wants "a proper inquiry on grooming gangs" and "to get rid of carbon tax".
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https://www.bbc.com/news/articles/cn40kmrkk9xo?at_medium=RSS&at_campaign=rss
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World & Politics
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809f6792428e70edb2cfc3236aee2a3ed5655bf9e4a6b12a399654368a9bad46
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2026-01-31T18:32:28+00:00
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Labour pick Angeliki Stogia for Gorton by-election
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The councillor was chosen after Greater Manchester mayor Andy Burnham was blocked from standing.
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https://www.bbc.com/news/articles/clyn5zj8750o?at_medium=RSS&at_campaign=rss
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World & Politics
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245ba673b45925eaaa5c41e62215181215640ef00f02d5079757461a7fc9d176
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2026-02-01T13:43:36+00:00
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Drugs policy approach needs to change, Polanski says
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The Green Party leader of England and Wales says there needs to be a "public health approach" as he reiterates his backing for the legalisation of drugs.
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https://www.bbc.com/news/articles/ce8g7ymq959o?at_medium=RSS&at_campaign=rss
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World & Politics
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125217dcef336e7353c6aa90732141f4dc5445721a4d1c50ec027e45343cae72
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2026-01-31T23:08:20+00:00
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Andrew should testify to US Congress, Starmer suggests after new photos
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Sir Keir Starmer suggests Andrew Mountbatten-Windsor should testify over his dealings with the convicted sex offender.
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https://www.bbc.com/news/articles/cgrd7kpg9pwo?at_medium=RSS&at_campaign=rss
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World & Politics
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b21aa5ded8b750a23c265e2238a2f7155d770410ddebb6066a0e17705b6a329b
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2026-01-31T15:44:23+00:00
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Student loan system 'fair and reasonable', says Reeves
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The chancellor's defence comes after Martin Lewis called her freeze on student loans "not a moral thing".
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https://www.bbc.com/news/articles/ce3k4xdqyp1o?at_medium=RSS&at_campaign=rss
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World & Politics
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593470a73f338fd8727b0b2f6241505ca01395452e80c61c27e0b5fdc55c582f
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2026-01-31T15:32:27+00:00
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Starmer invites Japan PM to UK after Tokyo talks
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Sir Keir and Sanae Takaichi discussed ways to strengthen ties between their two nations during the meeting, at the end of the UK prime minister's trip to East Asia.
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https://www.bbc.com/news/articles/c78egr5v5gmo?at_medium=RSS&at_campaign=rss
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World & Politics
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32c781f018b65d86511b38ba55cdede4ee3959a23e3ae291729112e0ddcae636
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2026-01-31T20:27:11+00:00
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Labour peer and ex-FA chairman Lord Triesman dies aged 82
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He joined Tony Blair's government in 2004, holding prominent roles in politics until his death.
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https://www.bbc.com/news/articles/c9wx02zw85qo?at_medium=RSS&at_campaign=rss
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World & Politics
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9ac85d52f8597cb845b5e407bc962f00c5e436d51d65a361786a890211ecbf04
|
2026-01-30T20:06:20+00:00
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Epstein sent £10,000 to Mandelson's partner, released emails show
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The emails were published by the US Department of Justice as part of a release running to three million pages.
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https://www.bbc.com/news/articles/c2lgqd2n9w2o?at_medium=RSS&at_campaign=rss
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World & Politics
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83c4f3d634bc5f3cb2d6504ada0f95b41ed7693730126a9edc68d170b348edd7
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2026-01-30T13:19:30+00:00
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Government has duty to help pass assisted dying bill, says Leadbeater
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Supporters of the proposals are urging Keir Starmer to intervene, as opponents warn against forcing the bill through.
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https://www.bbc.com/news/articles/c17zy7jvxrgo?at_medium=RSS&at_campaign=rss
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World & Politics
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5dd35742f8cf1752ebcf0d3a7c19e0b34715de6cdd42f559a235e25375189ea3
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2026-01-30T22:31:27+00:00
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Seven UK Labubu shops to open, after PM's China visit
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The furry dolls have a signature spiky-toothed grin and became a viral purchase last summer.
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https://www.bbc.com/news/articles/cgm4kyw482eo?at_medium=RSS&at_campaign=rss
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World & Politics
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799866ea7badb1f3bdc73b6065133c2a62e64960c6e9f9c273b5559c02da5627
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2026-01-30T16:00:26+00:00
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Greens name Gorton and Denton by-election pick
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The Green Party's leader on Trafford Council has also worked as a plumber since she was 16.
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https://www.bbc.com/news/articles/cvgj5gplpl9o?at_medium=RSS&at_campaign=rss
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World & Politics
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d87ec0c2fad60d87671d612e976b9811295b93ee09a88e244248f1c53178c7fb
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2026-01-30T19:12:17+00:00
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Labour peer who had sanctions lifted by China says it's 'meagre return' for UK
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She says raising the case of campaigner Jimmy Lai is more important than lifting sanctions against her.
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https://www.bbc.com/news/articles/c70lg4jr0xlo?at_medium=RSS&at_campaign=rss
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World & Politics
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ac7db058ee44b6683e24cfeafbc23ccbea4828cb1f2ed6b4b5dffc0ffd5c2266
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2026-01-30T18:42:52+00:00
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Lobbyists' trade body calls for urgent reform after Jim Murphy 'errors'
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It comes after the BBC uncovered details of a firm owned by the ex-Labour minister offering access to officials for money.
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https://www.bbc.com/news/articles/clyz5vely7wo?at_medium=RSS&at_campaign=rss
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World & Politics
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0c176f272ec73b578b57d1f9629200c4f19b6f9144840e67f0477d5805dca99f
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2026-01-30T14:59:56+00:00
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Trump tells Iran to drop nuclear aims and stop killing protesters to avoid military action
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Iran's Foreign Minister Araghchi says armed forces had "fingers on the trigger" to respond to any US strike.
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https://www.bbc.com/news/articles/c394ymdpjwvo?at_medium=RSS&at_campaign=rss
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World & Politics
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242e08f22b2f8135f430ee42b79dedfb99ad7bcdb99b09878be1e3b3fc87ff35
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2026-01-30T10:20:29+00:00
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Lib Dems name Gorton and Denton by-election choice
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Local activist Jackie Pearcey is the Liberal Democrats' candidate for the Greater Manchester seat.
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https://www.bbc.com/news/articles/c62w1202jj6o?at_medium=RSS&at_campaign=rss
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World & Politics
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3cab24e407b1ad6755b7ad0fde503bfd2261da538f16c5dbb5d762dee3e84dc3
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2026-01-30T13:51:49+00:00
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China lifts sanctions on MPs and peers, as Starmer says he hopes Xi will visit UK
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The prime minister says lifting of travel ban on six MPs and peers vindicates his approach to China, amid criticism.
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https://www.bbc.com/news/articles/clyel3z9xxno?at_medium=RSS&at_campaign=rss
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World & Politics
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ec95d3971b68350beaf603d1d048f522e93f227455d056b5af720901b1a7f487
|
2026-01-30T14:30:57+00:00
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Kemi Badenoch denies sacked Tory's claim party doesn't allow free speech
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The Conservative leader was responding to a claim made by an ex-member sacked for speaking to Reform.
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https://www.bbc.com/news/articles/c62r1rgglgyo?at_medium=RSS&at_campaign=rss
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World & Politics
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73b4effe10ed4b4c9f40e4860575cd889bd60edcaa3d402e717144123796d03f
|
2026-01-30T12:44:51+00:00
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Social Democratic Party names by-election candidate
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Sebastian Moore, the SDP’s north west chair, is the party's choice for the Gorton and Denton by-election.
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https://www.bbc.com/news/articles/c3dm39l254do?at_medium=RSS&at_campaign=rss
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World & Politics
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ea2184a2ab429e5fa4025858c778f77fd9c74b9e844aa75e14444defa9f6e96b
|
2026-01-30T11:18:33+00:00
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Millions to get £150 off energy bills for further five years
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The government has confirmed the discount for six million low-income households will continue for the rest of the decade.
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https://www.bbc.com/news/articles/cedw468e50wo?at_medium=RSS&at_campaign=rss
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World & Politics
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17306e68a753224ecc52340facdfd41a4f2186e6733c0e688d71aa1b80cd92e0
|
2026-01-29T18:24:19+00:00
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Labour scales back new energy efficiency targets for social homes
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It comes after councils and housing associations warned about the cost to implement new stricter standards.
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https://www.bbc.com/news/articles/cvgnqk5wz5go?at_medium=RSS&at_campaign=rss
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World & Politics
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dee816602ba62f13795cba1714c6ec012540f34c6f7f633ad70d42cf050e2b74
|
2026-01-30T13:05:25+00:00
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Ex-Reform councillors join Advance UK party
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Two Devon County Council members who previously quit Reform UK join a new political party.
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https://www.bbc.com/news/articles/c5y3zy18vn0o?at_medium=RSS&at_campaign=rss
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World & Politics
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9f7f2982befef4c47031a7ac9c7656d01ba4492e2fac9feca235fb3e15ef7329
|
2026-01-30T13:00:46+00:00
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Chinese whisky tariff cut to come into force on Monday
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Import taxes on Scotch whisky will be halved from 10% to 5% - a deal the UK government said would be worth £250m to the UK's economy.
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https://www.bbc.com/news/articles/c4g54xzzze0o?at_medium=RSS&at_campaign=rss
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World & Politics
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ca492e2f3895c748a6270ad67790eab6e98feff9808a0fc6701b92e4dd6ead75
|
2026-01-30T08:23:12+00:00
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Healthcare, visas and whisky: What did UK and China get from Starmer's visit?
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Sir Keir Starmer's visit to China brought agreements on visas, services, healthcare, green tech and finance.
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https://www.bbc.com/news/articles/cm2j04lk83zo?at_medium=RSS&at_campaign=rss
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World & Politics
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b13a7f51d574fb0af00723c06bc8134d6435e17a7e1ff232cd9763e847babefc
|
2026-01-28T17:04:10+00:00
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First minister's 'car crash interview' highlights old Labour divisions
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The relationship between UK and Welsh Labour is under the microscope after Eluned Morgan failed to back the prime minister.
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https://www.bbc.com/news/articles/c9wxewk82qlo?at_medium=RSS&at_campaign=rss
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World & Politics
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2f66f736307c956d4106612c41cf80df4afcfa39dd469a00e8a1b51b58ce0b76
|
2026-01-27T13:26:39+00:00
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What is ground rent and how are leasehold rules changing?
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Ground rents will be capped as part of wider plans to overhaul the leasehold system in England and Wales.
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https://www.bbc.com/news/articles/cd0ypn29yg8o?at_medium=RSS&at_campaign=rss
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World & Politics
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e2f1ff571721297707a26c87c5c91416f44521829beb87c2de9014ecfc5e4edd
|
2026-01-26T18:30:38+00:00
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Suella Braverman: Proud right-winger becomes latest defector to Reform
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The former home secretary has become the latest senior Tory to join Nigel Farage's party.
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https://www.bbc.com/news/articles/cx2yrjqp4zvo?at_medium=RSS&at_campaign=rss
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World & Politics
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36cdc95467695d672324e813bfd79cf050f641d3e71d7f390d922ce922ac407e
|
2026-01-26T06:34:04+00:00
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Can a council do five days' work in four?
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Staff at one local authority are doing fewer hours for the same pay. How is it working out?
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https://www.bbc.com/news/articles/c0l97gnpyd5o?at_medium=RSS&at_campaign=rss
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World & Politics
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336f1f8040eb62f1297e9430a766d51b0b349527a761c9f0b9af6d934feb9065
|
2026-01-31T20:02:10+00:00
|
Why was PM Keir Starmer in Japan?
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Sir Keir Starmer attended talks in Tokyo, saying the relationship between the countries was the "strongest" it has been "in decades".
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https://www.bbc.com/news/videos/cp87ee64745o?at_medium=RSS&at_campaign=rss
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World & Politics
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da891f10f254a16eaef5e0e75bfa85be7f19f084b761804da19c5ec86575f63a
|
2026-01-30T21:38:44+00:00
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Chris Mason: What Starmer's China reset tells us about his foreign policy
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The prime minister has set out his vision - and now begun to match it with actions and overseas visits.
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https://www.bbc.com/news/articles/c3r10n94jxro?at_medium=RSS&at_campaign=rss
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World & Politics
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31631a188258ae1e882d88fbda398c3060bc599c196a42b39031573f3514deb2
|
2026-01-29T11:56:12+00:00
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Chris Mason: Inside China's Great Hall of the People
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Chris Mason explains why the prime minister is there, and what he hopes to achieve.
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https://www.bbc.com/news/videos/c62n1lz1v21o?at_medium=RSS&at_campaign=rss
|
World & Politics
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d771169a133614c6e2a6b474779b1017fe77a59dea9333dfe6e111bc190269d9
|
2026-01-28T11:01:44+00:00
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Chris Mason reports from the tarmac in Beijing
|
Keir Starmer has arrived in China for a three-day visit - the first time a UK prime minister has visited the country since 2018
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https://www.bbc.com/news/videos/c14r2dk1kgeo?at_medium=RSS&at_campaign=rss
|
World & Politics
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ef2729f2d81adc782c5706b4f02e8d76c06abdae64b3bdeed80b97fee9563b45
|
2026-01-27T22:31:51+00:00
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Starmer says 'China matters' as he heads to Beijing with business leaders
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Sir Keir Starmer is the first British prime minister to travel to Beijing since Theresa May in 2018.
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https://www.bbc.com/news/articles/cy8p2re7gj5o?at_medium=RSS&at_campaign=rss
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World & Politics
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917a08f5ddf3131adb3371db01323f7da6cd1d5c9e141a43015c295e891127e9
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2026-01-28T12:16:59+00:00
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Why China views the UK visit as part of something bigger
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Sir Keir Starmer is one of a number of world leaders heading to Beijing
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https://www.bbc.com/news/articles/c3wz2x7ppz7o?at_medium=RSS&at_campaign=rss
|
World & Politics
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c1fafebcc7033f972385ab0b873f421672cdad207debb0b16f00102837406aa1
|
2026-01-24T12:27:09+00:00
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Labour wants to shake up the police - but will that solve 'everyday crime epidemic'?
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The home secretary is promising the biggest policing reform in centuries, but she faces a fight, writes Laura Kuenssberg.
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https://www.bbc.com/news/articles/c2k98jw3xnxo?at_medium=RSS&at_campaign=rss
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World & Politics
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ec214a912eccba7e2c2d94a355e980d57a678e51f70d5e2f64a11a6ac373c52d
|
2026-02-01T14:12:34+00:00
|
'I've never taken drugs or drunk alcohol,' says Polanski
|
The Green Party leader reiterates his backing for "legalising and regulating" drugs.
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https://www.bbc.com/news/videos/c1lz6p7ng0do?at_medium=RSS&at_campaign=rss
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World & Politics
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2ccb14df26d59b963be62ceed7e860e19cde6085e40e114444f067f8f2eb975e
|
2026-01-30T18:19:00+00:00
|
Americast
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The president kicks off the Republican election campaign in Iowa
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https://www.bbc.co.uk/sounds/play/w3ct8bz2?at_medium=RSS&at_campaign=rss
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World & Politics
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1e28fed68d07a6ce8b69b4d63f08ea06a1f91a04bfc1adf4531aa112ba94644e
|
2026-01-28T14:36:48+00:00
|
First Minister refuses to answer questions over devolved policing
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First Minister Eluned Morgan responds to questions from BBC Wales political editor Gareth Lewis.
|
https://www.bbc.com/news/videos/cx2g1vjve9lo?at_medium=RSS&at_campaign=rss
|
World & Politics
| |
cfe647d936af9f0fb81af7b5a9bbc805adf565e6445b80a1b861b7d9a83b294a
|
2026-01-28T06:07:03+00:00
|
Will Suella Braverman's defection prompt a by-election?
|
Suella Braverman has defected to Reform UK from the Conservatives - but what does that mean for her constituents?
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https://www.bbc.com/news/videos/cr57pvl5lg8o?at_medium=RSS&at_campaign=rss
|
World & Politics
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63ac9486a6d233807385a9c78442704132acc445b9281fcd737b867ad58eb601
|
2026-02-02T11:00:00+00:00
|
GOP faces divide on ICE reforms as House struggles to end shutdown
|
Republican lawmakers are battling each other over what reforms to make to Immigration and Customs Enforcement (ICE) and other federal agencies as the House gets set to vote on legislation to end a partial government shutdown triggered by the deaths of two U.S. citizens in Minneapolis.   The House is expected to vote Tuesday on…
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https://thehill.com/homenews/senate/5717754-house-vote-immigration-reforms/
|
World & Politics
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b08c9566fb14add9fa981c8e22d837aca58999fc6275d645d6b039f85083cb02
|
2026-02-02T11:00:00+00:00
|
Newsom leads resistance to RFK Jr.’s public health upheaval
|
California Gov. Gavin Newsom (D) is making California the frontline in the resistance to the Trump administration’s revamped healthcare policies under Health Secretary Robert F. Kennedy Jr, in what experts see as a politically savvy move that previews what a “Balkanized” public health landscape could look like as states lose faith in federal agencies. Throughout…
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https://thehill.com/policy/healthcare/5716466-newsom-leads-public-health-resistance/
|
World & Politics
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71d7532ea3323c1354399bed11d67e7b62551b0fd7e0994c1ad85cffb95abb2b
|
2026-02-02T11:00:00+00:00
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Bad Bunny, Patriots vs. Seahawks rematch fueling buzz ahead of Super Bowl LX
|
The buzz around the Super Bowl will reach a climax this week, with pro football fans, advertising executives and pop culture junkies anticipating Sunday to be one of the most talked-about one-night events in television history.   The chatter about this year’s NFL season finale between the New England Patriots and Seattle Seahawks started early, when the league’s partners at Apple Music and Roc Nation last fall selected Latin…
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https://thehill.com/homenews/state-watch/5715781-bad-bunny-political-lightning/
|
World & Politics
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6a49a1f4774917cf79a32c23baf3666e9d9ca2ee67af00a5b42b0e0d20427b7c
|
2026-02-02T11:00:00+00:00
|
AIPAC-linked group faces test of its political power in New Jersey primary
|
A group affiliated with the American Israel Public Affairs Committee (AIPAC) is facing the first big test of its political power this year in the Democratic primary for New Jersey Gov. Mikie Sherrill’s (D) seat.  The super PAC, called United Democracy Project, has spent at least over $2 million so far attacking former Rep. Tom…
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https://thehill.com/homenews/campaign/5715936-aipac-tests-political-power/
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World & Politics
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7afb3e3005a1b2422e64abefa1e87090d849c1b0045b22aa436a50e8c9111876
|
2026-02-02T03:57:41+00:00
|
Billie Eilish rips ICE at Grammys: ‘No one is illegal on stolen land’
|
Billie Eilish, who’s been a fierce critic of Immigration and Customs Enforcement (ICE) amid President Trump’s crackdown on illegal immigration in the U.S., is taking to the Grammys stage to urge the public to “keep fighting” and “protesting.” “As grateful as I feel, I honestly don’t feel like I need to say anything, but, that…
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https://thehill.com/blogs/in-the-know/5718075-billie-eilish-grammys-ice-protest/
|
World & Politics
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957a6e18f97e1de55256bd9800664fe7e48e688d6885ab4cccb01c45eaacc71c
|
2026-02-02T03:48:08+00:00
|
GOP rep: ‘Senate is very, very corrupt’
|
Rep. Anna Paulina Luna (R-Fla.) called the Senate “very corrupt” amid a partial government shutdown and in the wake of some recent tensions between the chambers of Congress. “I also have respect for our Speaker, and this is not directed at him. The Senate is very, very corrupt. Many of the Senators we would consider…
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https://thehill.com/homenews/house/5718067-anna-luna-calls-senate-corrupt/
|
World & Politics
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b1eccfc2d1950a95bf90cd64716f932114fb1d7a3f32ffc66de0a286bd64afe5
|
2026-02-02T02:53:17+00:00
|
Bad Bunny denounces ICE in Grammys speech: ‘We’re not savages’
|
Bad Bunny is speaking out against Immigration and Customs Enforcement (ICE), telling the Grammy Awards audience Sunday “we’re not savages” and “ICE out.” “Before I say thanks to God, I’m gonna say: ICE out,” the “Dákiti” rapper said Sunday as he accepted the award for Best Música Urbana Album. “We’re not savages. We’re not animals. We’re…
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https://thehill.com/blogs/in-the-know/5718035-bad-bunny-speaks-out-ice/
|
World & Politics
| |
87edac7a118c89b3dc230fe713804379e7706d36d42a7fb0d92b5e28372a833f
|
2026-02-02T02:40:06+00:00
|
Portland mayor tells ICE to leave city after federal agents use tear gas on protesters
|
Portland, Ore., Mayor Keith Wilson (D) pushed for Immigration and Customs Enforcement (ICE) to leave his city after federal agents used tear gas on protestors. “Today, federal forces deployed heavy waves of chemical munitions, impacting a peaceful daytime protest where the vast majority of those present violated no laws, made no threat, and posed no…
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https://thehill.com/homenews/state-watch/5718012-portland-mayor-demands-ice-leave/
|
World & Politics
| |
06fa8b4152b975116751cc14a7d5587d086278fa62acf2cf98f538863b4815dc
|
2026-02-02T02:01:43+00:00
|
Trevor Noah roasts Nicki Minaj’s Trump support at Grammys
|
Grammys host Trevor Noah is mocking Nicki Minaj’s support for President Trump, poking fun at the rap star’s recent trip to the White House.  After picking out some high-profile musical artists in the audience at the 68th annual Grammy Awards — including Pharrell Williams, Jelly Roll and Miley Cyrus — on Sunday in Los Angeles, Noah…
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https://thehill.com/blogs/in-the-know/5718001-grammys-noah-trump-minaj-mockery/
|
World & Politics
| |
8fd2b0fbbbae46b3e38da895e67a575030ca826f195f749ae5b65d37ee0f4084
|
2026-02-02T01:13:13+00:00
|
Pope Leo asks US, Cuba to engage in ‘sincere and effective dialogue’
|
Pope Leo XIV on Sunday pressed the U.S. and Cuba to enter “a sincere and effective dialogue” following a recent rough patch in the two countries’ relations. “I have received the greatly troubling news regarding an increase in tensions between Cuba and the United States of America, two neighboring countries,” the pope said in a…
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https://thehill.com/policy/international/5717957-cuba-us-relations-pope-appeal/
|
World & Politics
| |
fec1d3b750fc3e812b12a56fb2b1016fa148256c3ff6a0118cd929429171fa6a
|
2026-02-02T00:01:55+00:00
|
Trump announces 2-year closure of Kennedy Center for ‘complete rebuilding’
|
President Trump on Sunday announced that the Kennedy Center would be closed for a two-year restoration beginning in July. “The Trump Kennedy Center will close on July 4th, 2026, in honor of the 250th Anniversary of our Country, whereupon we will simultaneously begin Construction of the new and spectacular Entertainment Complex,” Trump wrote in a…
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https://thehill.com/blogs/in-the-know/5717890-kennedy-center-closure-renovation/
|
World & Politics
| |
bc2e2018f569005121043518bbf5972295535b4356dfc5fa5ebb01041b8d1ff8
|
2026-02-01T23:23:07+00:00
|
Shutdown plan for FAA involves 10K furloughs
|
A shutdown plan released by the Department of Transportation (DOT) on Thursday involves the furlough of more than 10,000 Federal Aviation Administration (FAA) workers. The plan also states 13,835 air traffic controllers will not receive pay during the shutdown, which follows an extensive shutdown from late last year that put a strain on the U.S.…
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https://thehill.com/policy/transportation/5717868-air-traffic-controllers-shutdown/
|
World & Politics
| |
51df1d9303d764af98867b25d8226804dca6c85a5418fe486e14688305e545d2
|
2026-02-01T23:06:28+00:00
|
Senate Republican says his ‘preference’ is for IRS to investigate who leaked Trump’s tax returns instead of lawsuit
|
Republican Sen. Ron Johnson (Wis.) said Sunday that he would prefer the Internal Revenue Service (IRS) undertake a “robust” investigation into the leak of President Trump’s tax returns, days after the president sued the agency for $10 billion over the disclosure. “I don’t doubt the federal government deserves to be sued. The problem is, we…
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https://thehill.com/homenews/senate/5717783-ron-johnson-irs-tax-leak-trump/
|
World & Politics
| |
ee13c02336931430b1b5c5be79b2664815c6bfd463974b67be60ba9cda422755
|
2026-02-01T22:00:08+00:00
|
This week on The Hill: House races to end partial government shutdown
|
The House this week is racing to end a partial government shutdown that took effect on Saturday. The lower chamber will consider a massive funding package that includes five full-year appropriations bills and a stopgap measure to fund the Department of Homeland Security (DHS) at preexisting levels for two weeks. The Senate passed the package last week.  …
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https://thehill.com/homenews/house/5717360-house-shutdown-government-funding-clinton-contempt/
|
World & Politics
| |
da8ce874cd0bb41de64254c729b86d29be3c730aed7e185337e26cc616a111d6
|
2026-02-01T21:59:06+00:00
|
Senate Republican backs requiring federal immigration officers to wear body cameras
|
Sen. Ron Johnson (R-Wis.) said Sunday he is not opposed to requiring that federal immigration officers wear body cameras, after Senate Democratic Leader Chuck Schumer (N.Y.) proposed such a measure last week. “I don’t have a problem with that personally,” Johnson, the chair of the Senate Homeland Security and Governmental Affairs Committee, told host Dana…
|
https://thehill.com/homenews/senate/5717745-ron-johnson-body-cameras/
|
World & Politics
| |
c7af43cf568ec9fac56dded231dceab9c21154b43f52325934510c61d28dbb8c
|
2026-02-01T21:47:51+00:00
|
Ken Burns: ‘We have sanitized’ the American Revolution
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Documentary filmmaker Ken Burns said the American Revolution has been “sanitized,” calling the war “dark and bloody.” “I think we have sanitized the war. And I — I think it’s out of an understandable fear that if somehow we reveal how dark and bloody it is, that it will somehow diminish those big ideas in…
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https://thehill.com/blogs/in-the-know/5717757-ken-burns-sanitized-war/
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World & Politics
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6620ee83d1c62cb833649ff34fa8cbf5db44aff0fc6d369afd9d1f0cc95e75aa
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2026-02-01T20:54:05+00:00
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IBM executive praises Trump’s Federal Reserve chair pick
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IBM Vice Chair Gary Cohn on Sunday praised President Trump’s decision to appoint Kevin Warsh as the next Federal Reserve chair, touting him as a “traditionalist.” “I think we’re very fortunate to have Kevin to be the nominee. Kevin has a unique background coming in as the chair. As you said, he was a member…
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https://thehill.com/homenews/administration/5717668-ibm-vice-chairman-praises-warsh/
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World & Politics
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