Investment Ideas: March 6, 2025 

Here is our report for today, March 6, 2025, with some insights into various investment opportunities.

Here are some key highlights:

• Bond Market Overview: Yields for dollar-denominated bonds range from 4.394% to 4.733%, with maturities spanning from 2026 to 2029. Meanwhile, peso-denominated bonds present slightly higher yields, ranging from 5.680% to 5.970%, 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 iShares $ Treasury Bond 3-7yr UCITS ETF has demonstrated a 2.5% NAV total return (YTD), reflecting its potential for long-term outperformance. Current indicators suggest that further monetary easing could provide additional support for bonds.

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.)