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BusinessWorld

Inflation risks likely weighed on Q2 economic growth

PHILIPPINE ECONOMIC GROWTH likely slowed to 2.5% in the second quarter as elevated inflation and subdued business confidence weighed on recovery, economists at the University of Asia and the Pacific (UA&P) said. In the July issue of The Market Call, UA&P trimmed its second-quarter gross domestic product (GDP) growth estimate to 2.5% from 2.6% previously. […]

Context & Analysis

Persistent price pressures continue to drag on Philippine economic momentum, highlighting how quickly inflation erodes household purchasing power and business expansion plans. When core prices remain sticky, consumers shift spending toward essentials while discretionary categories suffer. For small and medium enterprises, this means tighter margins, slower inventory turnover, and hesitation to borrow. The Bangko Sentral ng Pilipinas maintains a restrictive monetary stance until price stability is anchored, keeping borrowing costs elevated. That environment cools capital expenditure plans and makes working capital management a daily priority.

For business owners and investors, the focus should shift from growth velocity to confidence recovery. Subdued sentiment typically triggers conservative hiring, delayed project approvals, and reduced marketing spend. Companies navigating this phase will likely rely on operational efficiency, renegotiated supplier terms, and selective pricing adjustments rather than volume-driven strategies. The Department of Trade and Industry and local government units face added pressure to monitor essential goods pricing and streamline permits, since regulatory friction compounds macro stress. Investors should watch corporate disclosures for margin compression and credit exposure, particularly in consumer-facing sectors.

Second-half growth will hinge on whether inflation cools sustainably and how policymakers respond. Track the Bangko Sentral monetary board meetings for rate guidance and monitor monthly consumer price index releases to gauge whether food and energy volatility is easing. Fiscal execution, including infrastructure spending and targeted relief programs, will also shape private sector expectations. Until price stability returns, expect a cautious operating rhythm where cash preservation and disciplined capital allocation take precedence over aggressive expansion.

Analysis by IJE Software — original commentary on the story above.

This is an excerpt. Read the full article at the original source:

Source: bworldonline.com

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