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Southeast Asia’s caffeine hit could be bad news for larger groups
Amorphous government reflects preoccupation with economic and political stability
Higher real estate prices, falling yields and signs of oversupply suggest capital inflows will stall
Luxury developments surge ahead but elsewhere real estate and credit cycles may be turning
Province benefits from government’s drive to boost economy through infrastructure spending
The new government’s commitment to privatisation in the sector remains unclear
Previously thriving residential sector in Cebu faces oversupply risks
Sharp depreciation of currency inflates debt of private contractors
China’s push to re-engage with its southern neighbour may have unexpected costs
Overcapacity and too much debt in the real economy are feeding back into the financial sector
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