Hunting For Dividends: Is ASEAN Next?

ASEAN's dividend opportunity is underpinned by diverse and evolving market characteristics. The FTSE ASEAN Index, which captures the large- and mid-cap companies listed in the five ASEAN markets - Singapore, Malaysia, Indonesia, Thailand and Philippines - has delivered a 10-year average dividend yield of 3.57%. Across multiple market cycles over the past 25 years, a back-test of the FTSE ASEAN ex REITs Target Dividend Index's strategy showed notable resilience during market downturns and lower overall volatility compared with the broader ASEAN market.

Seeking Alpha • Feb 14, 2026

EPHE: The New Year May Bring Added Opportunity

The iShares MSCI Philippines ETF is rated Buy, driven by deeply discounted valuations and an improving macroeconomic outlook. EPHE trades at a 9.3x PE, the second lowest globally and well below its historical averages, suggesting substantial upside potential. The Philippines GDP growth is forecasted at 5.4–5.7% for 2026, with strong domestic demand and accommodative monetary policy supporting the investment case.

Seeking Alpha • Dec 23, 2025

Best-Performing ETFs of Last Week: Healthcare Rules

Healthcare and biotech led last week's winners, with EPHE, BBC, HELX, XHS and SURI topping ETF gains as markets slid on AI worries and Fed uncertainty.

Zacks Investment Research • Nov 24, 2025

EPHE: One Of The World's Cheapest Markets Looks Attractive

iShares MSCI Philippines ETF stands out as a compelling value play amid globally stretched valuations. U.S. and other developed markets appear fully priced, while emerging markets, especially the Philippines, offer attractive P/E ratios. EPHE provides exposure to the Philippines, currently one of the world's cheapest markets by P/E, suggesting strong relative value.

Seeking Alpha • Sep 22, 2025

EPHE: Philippine Equities Are Inexpensive, While H2 Looks More Promising (Rating Upgrade)

Philippines' macro backdrop is improving, with accelerating GDP growth, easing inflation, and supportive monetary policy likely to boost EPHE's prospects. EPHE offers compelling value, trading at deep discounts to peers on both earnings and cash flow, alongside a decent yield above most Asian and global markets. Industrial sector recovery and favorable export conditions further support the ETF, while technicals suggest mean reversion potential after prolonged underperformance.

Seeking Alpha • Sep 3, 2025

Best And Worst Country ETFs Since Trump 2.0

It has been 225 days since President Trump's Inauguration on January 20th, and the S&P 500 entered today up 8% since the last close before the Inauguration. Speaking of the G7, the US has been the worst market among these seven developed nations since Inauguration Day in January. Along with being the second-best performing country ETF since Inauguration Day, Vietnamhas easily been the best performer since April 8th with a gain of 77.5%.

Seeking Alpha • Sep 2, 2025

Trump Sets Tariff on Philippines at 19%

President Donald Trump said the US reached an agreement with the Philippines setting a 19% tariff on the country's exports. Trump announced the deal on social media after meeting with Philippines President Ferdinand Marcos Jr, stating "The Philippines will pay a 19% Tariff" and that the countries will work together militarily.

Bloomberg Markets and Finance • Jul 22, 2025

EPHE: Philippine Stocks Are Very Cheap Relative To History

The Philippine stock market (represented by EPHE) currently trades an attractive earnings multiple of just 11x, compared to 20x earlier in the decade. I am concerned, however, by the slow-growth nature of some of its holdings and the degree to which some companies are controlled by families. Given that since inception, EPHE has provided a total return of just 26.5% versus 546% from the S&P 500, investors need a very convincing reason to invest in the ETF.

Seeking Alpha • May 5, 2025

THD: Don't Chase The Thailand Dip

THD: Don't Chase The Thailand Dip

Seeking Alpha • Mar 3, 2025

EPHE- Better Prospects Ahead, But Be Mindful Of The Risks As Well

The iShares MSCI Philippines ETF which covers 32 stocks from the Philippines has experienced a volatile 2024 and is underperforming EMs quite significantly. EPHE's Q3 GDP was hampered by Tycoon Kristine, but the growth prospects for next year look more alluring. Manufacturing PMIs reflect healthy conditions in the industrial sector (the largest sector exposure), while the investment climate is also getting an uplift from favorable reforms.

Seeking Alpha • Dec 12, 2024