American Express: Its Good Run Doesn't End Here

Core Insights - Inflation remains persistent, posing challenges for consumer spending and budgeting, which can impact companies in the consumer finance sector [1] Group 1: Industry Overview - Companies in consumer finance may face a dual impact from inflation, as it can both create demand and strain consumer budgets [1] Group 2: Market Participation - The logistics sector has seen significant engagement from investors, with a focus on diverse markets including ASEAN and NYSE/NASDAQ stocks, particularly in banking, telecommunications, logistics, and hospitality [1] - The popularity of insurance companies in the Philippines has influenced investment strategies, leading to a diversification of portfolios beyond traditional savings in banks and properties [1] - The US market has attracted investors, with a notable increase in participation since 2020, highlighting the importance of comparative analysis between different markets [1]