Investment Ideas: March 4, 2025 

Here is our report for today, March 4, 2025, with some insights into various investment opportunities.

Here are some key highlights:

• Bond Market Overview: Yields for dollar-denominated bonds range from 4.396% to 4.766%, with maturities spanning from 2026 to 2029. Meanwhile, peso-denominated bonds offer higher yields, ranging from 5.630% to 5.920%, with maturities extending from 2025 to 2029.
• Stock Recommendations: Our team maintains an OVERWEIGHT stance on a grocery retailer, citing strong positioning in both premium and core markets amid improving consumer spending. We hold a NEUTRAL view on a telecommunications company to due to earnings misses and conservative revenue guidance. Meanwhile, we downgrade a property developer to UNDERWEIGHT as delayed central bank rate cuts and a sharp drop in residential presales create an overhang.
• Spotlight: The Metro$ US Equity Feeder Fund continues to capitalize on US exceptionalism, benefiting from leadership in technology, financials, and healthcare. Despite a -0.18% YTD return, the fund posted a 16.97% gain over the past year, reflecting strong growth momentum. The iShares Core S&P 500 ETF remains its primary target fund, offering diversified exposure to high-performing US equities.

Download our report here for details.

(Disclaimer: This is general investment information only and does not constitute an offer or guarantee, with all investment decisions made at your own risk. The bank takes no responsibility for any potential losses.)