Investment Ideas: April 4, 2025  

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

Here are some key highlights:

• Bond Market Overview: Our featured dollar bond yields range from 4.449% to 5.149%, while peso bonds range from 5.720% to 5.990%.
• Stock Recommendations: We recommend an OVERWEIGHT position on a major bank due to strong loan growth prospects from resilient consumer and corporate demand. A food conglomerate was given a NEUTRAL because of high tuna and carrier costs weigh on short-term profitability despite strong export volumes. We rated another conglomerate UNDERWEIGHT amid deepening losses in its petrochemical arm, pressured by oversupply and weak margins.
• Spotlight: The iShares MSCI Japan ETF offers exposure to Japan’s equity market that is well-positioned to capitalize on enhanced growth prospects and ongoing corporate reforms.

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.)