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Another day, another all-time low for the peso. Are the BSP traditional tools enough? Or does the regulator need a more innovative response to the local currency's weakness? @shawnyao reports...

Tough times, but PH mall giants bet P184B on shoppers, pickleball ----- The Philippine mall isn’t going anywhere, but it might look very different in a few years, according to Colliers Philippines. With Filipinos spending more on essentials like food, education and healthcare while cutting back on dining out and leisure, SM, Ayala Land, Megaworld and Robinsons Land are betting P184 billion on new malls and makeovers through 2030. READ: insiderph.com/tough-times-bu…

Editor's note: This is a repost. Photo corrected with new slide removing Adidas from the list. PH retail shake-up: Global brands exit stores as new players move in ----- The Philippine retail landscape is undergoing a shake-up, with established names such as Gap, Old Navy, Nike, Puma and Popeyes reporting closures even as a new wave of international brands enters the market, according to Colliers Philippines research director Joey Bondoc. Among the newcomers are Prada Beauty, Swiss chocolatier Läderach, French pastry brand Ladurée, Nintendo Authorized Store, South Korea’s Super Matcha and Thailand’s ChaTraMue, and China’s Cotti Coffee. But global retailers are not abandoning big stores altogether, with Foot Locker and Uniqlo establishing their largest Southeast Asian outlets at Glorietta, measuring 1,435 sqm and 4,100 sqm, respectively, while IKEA’s 66,000-sqm Pasay store remains its largest worldwide. Shopping malls are also evolving beyond traditional retail, with operators converting underused cinemas, parking lots and rooftops into sports and leisure facilities to attract visitors. The pickleball craze is becoming part of that transformation, with Ayala Malls The 30th turning a former cinema into courts, Bluewave Mall converting cinema space into a sports deck, and SM Supermalls repurposing parking areas and rooftops for the fast-growing sport. 📷: Miguel R. Camus

Metro Manila’s condo glut persists: 80,000 unsold units, discounts hit 40% Metro Manila’s condominium oversupply remains a stubborn challenge, with nearly 80,000 units still unsold despite developers slowing construction and rolling out aggressive incentives to attract buyers, according to Colliers Philippines research director Joey Bondoc. The slowdown is taking its toll on new projects, with only 2,200 units completed in the third quarter of 2026, roughly half the original forecast of 4,500 units. But the glut is creating opportunities for property buyers, with developers offering discounts of up to 40 percent on select ready-for-occupancy units, alongside flexible payment schemes and other incentives. 📸: Miguel R. Camus

BREAKING | Colliers PH: Metro Manila developers slash 2026 office supply by 50% as demand shifts Metro Manila office developers are pulling back on new projects, with property consultancy Colliers slashing its 2026 supply forecast by 51 percent to 247,000 square meters from 505,000 sqm as project completions are pushed back. The slowdown extends beyond the capital, with provincial office leasing plunging 50 percent to 105,000 sqm in the first nine months of 2026 from 209,000 sqm a year earlier. But flexible workspaces are bucking the trend, with net take-up soaring 185 percent to 7,600 seats during the same period as vacancy fell to 16.9 percent, highlighting stronger demand for flexible office arrangements.

SMC Infrastructure is preparing for a 10-percent increase in vehicle traffic across its expressway network during the Undas holiday period, deploying additional personnel and emergency response teams to manage congestion and assist motorists. READ: insiderph.com/smc-prepares-l…

BREAKING: Lao-led D&L extends governance winning streak to seven years ------- Lao family-led D&L Industries has extended its corporate governance winning streak to seven consecutive years, reinforcing its standing among Philippine listed companies recognized for transparency and accountability. READ: insiderph.com/lao-led-dl-ext…

Mitsubishi's P44.5-B Ayala deal clears key shareholder hurdle --------- Japanese trading giant Mitsubishi Corp. has moved a step closer to expanding its stake in Ayala Corp. after shareholders of the Zobel-led conglomerate approved key changes needed to complete its P44.5-billion investment. READ: insiderph.com/mitsubishis-p4…

Consunji-led DMCI group earns governance honors for three listed firms READ: insiderph.com/consunji-led-d…

BREAKING: Consunji-led DMCI group earns governance honors for three listed firms ------ Three companies under the Consunji family's DMCI group have secured corporate governance honors, highlighting the conglomerate's push for stronger oversight across its construction, energy, mining and cement businesses. DMCI Holdings, Semirara Mining and Power Corp. (SMPC), and Concreat Holdings Philippines were recognized at the 2025 ASEAN Corporate Governance Scorecard Golden Arrow Awards held in Makati City on Oct. 23.

BREAKING: Ayala scores top governance honors as Globe enters Hall of Fame -------- Ayala Corp. and its major subsidiaries have emerged among the Philippines' highest-rated companies for corporate governance, with the conglomerate securing the top distinction for a second straight year. READ: insiderph.com/winning-ayala-…

Saavedra's Citicore locks in P35B for massive solar expansion ------ Tycoon Edgar Saavedra-backed Citicore Renewable Energy Corp. (CREC) has secured P35 billion in financing from Land Bank of the Philippines, Bank of the Philippine Islands and Development Bank of the Philippines to build five solar power projects in Batangas. Once completed, the projects are expected to generate enough electricity to power an estimated 550,000 households annually. READ: insiderph.com/saavedras-citi…

WINNING | Metrobank strengthens wealth management leadership ----- Metrobank is strengthening its foothold in Philippine wealth management, earning two honors at the Citywire ASEAN Awards 2025/26 for Best Asset Manager and Best Client Services in the Philippines. The twin wins highlight its push to combine investment expertise with personalized service as investors navigate shifting market conditions. READ: insiderph.com/winning-metrob…

Porsche marks 30 years in Philippines with all-electric Cayenne debut ------ Porsche is celebrating three decades in the Philippines by bringing one of its most popular luxury SUVs into the electric age, introducing the all-new Cayenne Electric as the German sports carmaker expands its battery-powered lineup. READ: insiderph.com/porsche-marks-…

Tycoon Zobel hails TG’s ‘real dynamism,’ urges BPI to rally behind Ginbee Go Bank of the Philippine Islands chair Jaime Augusto Zobel de Ayala paid tribute to outgoing CEO Jose Teodoro “TG” Limcaoco for the energy and leadership he brought to the country’s oldest bank. As BPI prepares for a historic transition, Zobel called on its people and partners to support incoming CEO Maria Cristina “Ginbee” Go as she builds her own vision. 🎥: Miguel R. Camus

SMC Tollways has reminded truck operators transporting agricultural products that they have until October 31 to enroll in a government-backed program offering a 5-percent toll discount across five major expressways throughout November. READ: insiderph.com/smc-tollways-s…

Globe CEO, GCash directors bought P77-M in shares before post-IPO slide -------- GCash’s P60.9-billion IPO may be over, but the action behind the scenes is just getting interesting. Four directors came aboard with nearly P77 million worth of shares, while CEO Martha Sazon cashed out part of her stake while still holding more than P1 billion in stock. UBS, meanwhile, has already burned through 65 percent of its authorized buying capacity trying to steady the share price. READ: insiderph.com/globe-ceo-gcas…