Strategy Note /
Philippines

Philippines: Sara Duterte rating drops as multiple candidates fragment vote base

  • Latest opinion poll shows reticent political heir Sara Duterte still in the lead but with a big drop, from 28% to 20%

  • This demonstrates that multiple candidates who could appeal to incumbent Rodrigo Duterte's vote base are fragmenting it

  • Yet the investment case hinges on tourism revival vs. imported fuel and food inflation tension, more than 2022 election

Philippines: Sara Duterte rating drops as multiple candidates fragment vote base
Hasnain Malik
Hasnain Malik

Strategy & Head of Equity Research

Tellimer Research
29 September 2021
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