01:26.7
2.8 almost. Sorry, 3 billion almost pala.
01:29.7
And including quadrupling our foreign military financing to almost $500 million.
01:36.1
So aid na ito, grant na ito, wala nang kapalit yan, di ba?
01:39.7
So this is gonna be a combination of grants, loans, all sorts of different deals.
01:44.4
Of course, the devil is in the details. Gusto natin makita ano mga armas na pwede nila ibigay sa atin.
01:49.0
Now, kung maalala ko ng mabuti, Sir Rato Trinan said something interesting the other day.
01:55.3
Sabi niya, the reason, isang sa mga dahilan na hindi tayo binibigyan ng matinong armas,
01:59.7
armas ng mga Amerikano, aside from concerns with maintenance, all of those things,
02:04.7
is wala silang tiwala na this will not end up in the wrong hands, especially nung Digong was in power.
02:10.7
So looks like they feel more and more confident with BBM. At least that's the feeling I got.
02:15.0
I go to deep south, they love Marcos.
02:17.8
I go to the democratic part, medyo hush-hush na lang ng konti kay Marcos.
02:22.1
Pero sige, pwede na, di ba?
02:23.3
In Washington, D.C., my goodness, they're like gushing over Marcos Jr.
02:27.0
It's almost embarrassing sometimes to see people gushing over him.
02:29.5
But anyway, may kaso pa sila eh. May mga court cases pa sila, just to remind people.
02:35.7
So mukhang, hindi naman all in, but it looks like there's a lot of confidence in finally giving the Philippines something real.
02:42.6
Kasi ayaw mo naman yung Pilipinas hanggang rentier lang, hanggang nagtagabigay lang ng mga dormitory dyan ng ETCA.
02:50.2
But the second, even more important in my opinion, is yung strategic economic corridor na gagawa nila dito sa Luzon, area Clark, Subic, etc.
02:59.5
which could also bring high-end manufacturing investments, etc.
03:03.5
Ikaw, Mark, tanongin muna kita, how did the trip go down online sa vloggers?
03:09.7
Do you think there was enough, did he bring back enough beef from the trip, deliverables, tangibles?
03:16.7
Before I go to Ronald and him for sure bashing DTI sekretary na naman mong others.
03:21.4
Sige, pag-usapan natin.
03:22.4
Ikaw, Mark, anong basa?
03:24.4
Oo, in terms dun sa mga sumusuporta na kay PDBM.
03:29.5
Talagang na-excite yung ano, na-excite yung kanyang base dun sa mga nakuha niya dun sa trip na yun.
03:35.4
And hindi lang, hindi lang, bukod dun sa mga nakuha niya, yung optics of it all, yung itsura, yung mga statements nung mga tao from the State Department ng US.
03:47.9
Yung nagsasalita sila na ito yung gagawin namin for the Filipino people.
03:51.9
We will do this para sa economic nila, sa infrastructure nila.
03:56.4
Parang feel mo na parang ano, parang nililigyan.
03:59.5
Nililigawan tayo, parang parang ganun yung feeling eh.
04:02.5
Kasi buti pa itong US nililigawan tayo, yung China pinapaliguan tayo eh.
04:07.8
Pinapaliguan tayo yung tubig.
04:09.2
Ito, talagang they're doing an effort para makuha yung loob ng mga Pilipino.
04:14.8
Yung isa, ligawan, yung isa, pinapaliguan.
04:20.7
Ligawan, ligo versus ligo.
04:23.0
Kasi ni Ronald yan.
04:24.3
This is not just para lang, kumaga hindi lang ito para.
04:29.5
Yung sa government level, pati sa people level eh.
04:34.1
Parang gusto nilang iparamdam din sa Pilipino na,
04:37.3
o pag sa amin, may mapapala kayo, may matatanggap kayo.
04:41.6
Parang, parang ang tingin ko parang bunso tayo.
04:44.9
May Japan, may US, tas even Australia.
04:47.9
Tas parang kasama yung Pilipinas, tas parang bunso na parang siya yung inaalagaan.
04:52.3
O bunso, ano bang kailangan mo?
04:54.0
Kailangan mo ng armas, o ito.
04:55.8
Kailangan mo ng bagong mga investment, o ito.
04:59.5
So, ganun yung impresyon na nabubuo online.
05:02.7
Doon sa base mismo ni Marcos.
05:05.6
So, maganda. Maganda yung ano talaga.
05:08.2
Yung sa kapilang side, ang pinapansin nila,
05:10.5
yung parang hindi daw parang state dinner,
05:13.4
o ba't si Japan daw ganito yung ginawa.
05:16.9
Official visit, working visit lang.
05:18.6
Yung isa state visit, ito mga syunga na ito.
05:20.5
Hindi sila nag-google.
05:21.6
Ayun eh, yun ang pilit nilang.
05:23.7
Yan ang jacket na may infographics ng difference ng state visit.
05:27.5
Difference ng official visit.
05:30.7
Alam kong kilala ko yung isa dyan,
05:32.3
na kunyari may survey dyan pa.
05:35.9
Last thing nalang,
05:37.0
yung San Jose Economic Corridor.
05:40.8
Nakaka-exile pakinggan eh.
05:42.8
Siyempre yung detalye,
05:43.9
yung malalaman natin next month doon sa Indo-Pacific meeting.
05:52.0
Gusto ko din matanong eh.
05:53.6
What can we expect at the very least?
05:57.0
Anong mga sectors yung tatamaan?
05:58.6
Anong mga sectors yung tatamaan?
05:58.8
Anong mga sectors yung tatamaan?
05:58.9
Anong mga sectors yung tatamaan?
05:59.1
Pagagandahin ba yung mga ports natin?
06:01.2
Pagagandahin ba yung mga train natin?
06:03.8
Ang isang sinasabi ko sa vlog,
06:05.9
yung sa semiconductor industry eh.
06:09.4
importante talaga sa US.
06:11.3
Kasi pag may nangyari sa Taiwan,
06:13.8
tatamaan sila eh.
06:14.9
So, importante na
06:16.0
ma-develop natin dito yung semiconductor.
06:19.6
Nagpapasa ka ng Hey Darian articles ah,
06:24.5
Alam ko sinong binasa mo dyan.
06:27.0
What can we do ba?
06:28.5
Ano ba pwede nilang gawin para...
06:31.8
I checked the numbers din.
06:33.3
Ang semiconductor industry sa Pilipinas
06:35.4
was 6 billion dollars,
06:36.8
parang gano'n, below.
06:38.4
I think yung sa Taiwan is,
06:41.5
Sila yung 20% ng buong
06:43.4
semiconductor industry.
06:45.2
So, kahit madoble, triple,
06:47.2
times 5 lang yung semiconductor,
06:48.9
ang laking difference na
06:49.9
ilang trabaho na yan,
06:51.2
ilang ano na yan.
06:53.2
ano ba ang mga tangible na
06:54.8
pwede nilang gawin
06:55.7
in the near and medium term
06:57.0
pagdating dito sa Luzon Economic?
07:01.4
I'll give a short answer
07:04.4
longer answer ni Ronaldo.
07:11.1
is gonna dominate
07:11.9
the high-end production.
07:13.1
Medyo hindi natin kaya gawin yan.
07:14.4
Yung mga BMW Benz level.
07:16.2
They dominate 90%
07:17.9
of the production.
07:20.0
they're gonna shift to Japan
07:20.9
because Japan just launched
07:22.0
a 60 billion dollar
07:23.3
semiconductor project.
07:24.8
And TSMC of Taiwan
07:26.2
is coming, getting involved.
07:28.5
sinabi sa akin ng mga Taiwanese,
07:29.8
yung mga nag-advise
07:30.4
sa kanilang gobyerno is,
07:32.0
baka pwede tayo more
07:33.0
in packaging and design.
07:34.7
So, medyo mid-level tayo.
07:36.3
And ako, coming from Baguio,
07:37.6
involved kami sa Texas Instrument
07:39.7
So, it's not like
07:40.3
we don't have any experience
07:41.5
in doing some of the legit
07:43.2
semiconductor or electronic products.
07:46.0
So, you're right.
07:48.0
I think our total electronic exports
07:50.1
was around 40 billion dollars
07:52.3
So, hindi tayo pichugin na bansa.
07:54.4
Ang challenge lang,
07:55.6
paano tayo ma-involve,
07:59.4
Paano tayo umakyat dun
08:00.3
sa production chain?
08:01.2
Na hindi lang yung mga
08:02.0
simple lang ginagawa natin,
08:03.8
medyo umakyat tayo.
08:05.2
So, I think that will be
08:07.1
Now, Ronald, I'm sure
08:08.2
we'll say something or two.
08:10.0
Yes, may problema tayo
08:10.9
sa electricity cost,
08:11.9
sa infrastructure cost.
08:13.8
ang plano dito is not to fix
08:15.2
the entire Philippines.
08:16.7
Halos there was no mention
08:19.0
But it's at least we fix
08:19.9
the most developed parts
08:20.9
of the Philippines
08:21.6
para the port facility
08:24.0
more high-end trade,
08:26.6
are a little bit better.
08:27.2
Maybe they'll also be
08:30.2
special economic zone,
08:31.2
mas murang electricity.
08:33.0
Kasi ang mahal na
08:33.6
electricity natin
08:35.5
But in special economic zones,
08:36.7
you can get a preferential
08:38.2
electricity cost,
08:40.7
So, there could be
08:47.5
na hindi dumating.
08:49.3
kailangan ng Pilipinas.
08:53.0
bumaba ba yung approval ko?
08:54.3
Hindi medyo matinoy
08:55.2
yung economy namin?
08:56.1
I need to show something.
09:00.5
Help me help you.
09:02.2
I think may mga ganun
09:05.6
The devil's in the details.
09:07.6
But I think I'm a little bit
09:08.7
more optimistic than usual
09:09.8
that some good things
09:11.8
I'm not sure how big,
09:13.4
but some good things
09:15.0
because narealize na
09:16.4
tama yung ginawa ni BBM.
09:18.0
Baka binabasa tayo
09:19.7
ang national security
09:21.7
economic investments.
09:23.8
yung dalawa na yan,
09:24.5
may laban ng Pilipinas.
09:30.5
bash mo na yung DTI.
09:32.0
Tsaka yung $100 billion
09:34.9
there'll be $100 billion,
09:36.7
but a few billion dollars
09:38.5
of good investments
09:39.8
and that's good enough.
09:43.8
itong trilateral na ito.
09:48.8
dalawa-singko na yan.
09:50.3
Very common na yan.
09:51.9
Yung US-Australia,
09:55.0
Pero yung trilateral,
09:56.8
dalawang superpower,
09:58.0
dalawang industry,
09:58.4
economic powerhouse,
09:59.9
isinama yung isang
10:04.5
middle level power
10:06.8
kasing trilateral.
10:08.9
malaki yung pakinabang dyan
10:10.0
in terms of imagery
10:13.0
Yung pinahalagahan siya
10:23.6
hindi naman mahalaga.
10:30.3
in almost six months lang.
10:33.0
Itong trilateral na ito.
10:34.7
Starting with Indonesia
10:37.9
follow-up ng September.
10:42.6
So, medyo mabilis.
10:46.0
I see what you did there.
10:48.4
internal marites.
10:49.5
I saw what you did there.
10:50.9
I saw what you did there,
10:58.8
comprehensive ito.
11:01.9
ang main focus dito
11:04.1
Kahit sabi ng ating
11:06.0
this is not about China.
11:07.5
Natawa ko rin sa statement
11:09.8
This is not about China.
11:11.3
this is about China.
11:16.1
Just to be clear.
11:16.8
It's comprehensive
11:17.5
pero against China.
11:25.2
is basically security.
11:28.5
pwede i-deliver yan
11:30.1
hindi naman pwede
11:36.8
by increments din yan.
11:38.1
Long overdue na yan eh.
11:40.5
Minibigay sa atin
11:41.3
mga lumang barko,
11:43.3
Long overdue yan.
11:51.8
Doon ako medyo natawa.
11:53.3
Yung 100 billion.
11:57.2
the reason they're doing that
11:59.3
yung mga approach,
12:01.3
just to be more accurate about it.
12:04.7
maging mahirap tayo
12:05.7
kasi hindi na natin
12:06.5
makuha ng investment
12:08.2
Gagamitin lang tayo
12:10.8
Tulipatman ng Japan.
12:12.5
puro mga graphics nila ganun.
12:17.7
Tapos mga mahirap
12:19.0
Ganun yung graphics nila.
12:20.3
So, I think this whole
12:21.3
100 billion is to say,
12:26.6
Ito tayo ng China.
12:27.5
We were taken for a ride.
12:28.6
At least itong mga ito.
12:31.6
baka naman mag-over-expect
12:33.3
ma-pledge-trap din tayo
12:35.6
Kasi wala rin pera
12:36.4
masyadong mga kano.
12:37.4
Yan ang aminin natin.
12:38.6
in a different episode,
12:41.2
i-deconstruct natin
12:42.3
yung ibig sabihin
12:43.1
ng Chinese investments.
12:45.0
Dahil malaking bahagi niya
12:46.1
is basically dumping.
12:47.9
Malaking bahagi yan,
12:49.5
Ayan, tapos na, Ronald.
12:51.1
Di na kailan natin.
12:52.4
Yun na yung Chinese investment,
12:56.2
Yung mga extracts,
13:04.0
Nakikinapa ko dyan.
13:08.2
Yan yung nakikinapa ko.
13:11.0
pwede ka naman mag-diversify
13:14.5
alam na alam mo yan.
13:17.1
kung sakaling mag-iinvest
13:19.8
sa economy ang US,
13:23.0
ay related pa rin
13:26.0
yung bubuhusan nila
13:26.8
ng infrastructure
13:27.6
ay dun sa mga EDCA sites.
13:30.2
Yung area na yun.
13:32.5
Yung area na yun.
13:34.5
Papagawa sila ng mga
13:35.6
massive infrastructure dyan.
13:37.2
Bubuhusan nila ang Palawan.
13:39.0
Bubuhusan nila Sambales,
13:41.2
Bubuhusan nila yung Norte.
13:43.2
Kaya makikinaba ngayon
13:48.4
bubuhusan nila yan.
13:51.5
hindi kakasama sa EDCA
13:55.3
ang dami nang pumupunta
13:56.2
ang Amerikano roon ngayon.
13:58.1
Ina-explore yung mga lugar.
13:59.6
Tamarang Chinese.
14:00.8
Tamarang Chinese.
14:01.6
Kasi daw sila sa Amerikano.
14:03.6
dun pupunta yung mga sinasabing
14:08.1
yung ibang mga negosyo,
14:10.3
kung ang measurement natin,
14:12.5
foreign direct investment,
14:16.0
medyo matumal yan.
14:17.5
Kung titignan natin
14:23.7
yung Secretary of Trade
14:24.6
and Industry ng US,
14:26.3
dapat 200 businessmen
14:27.7
yung dala niya eh.
14:30.9
kasama pa si Apple the app
14:32.3
dun sa mga 30 na yun.
14:36.0
Tatamaan mo naman
14:36.7
hindi tayo yung Secretary.
14:38.8
karamihan dun sa buwan,
14:39.8
karamihan dun sa investment,
14:42.1
direct investment.
14:51.5
yun yung lagi natin
14:52.9
comparative advantage,
14:54.6
comparative advantage,
14:55.9
comparative advantage.
14:56.9
Kaya maganda yung sinasabi
14:58.7
yung semiconductors.
15:00.5
pabagsak ang ating
15:01.4
educational system eh.
15:03.5
Hindi pa scale up eh.
15:05.2
Kaya kailangan mo
15:06.5
na educational system
15:07.5
para pasukan tayo
15:18.2
pataas yung kanilang
15:21.5
environmental atmosphere.
15:24.5
economic atmosphere.
15:26.3
Pumupunta na sila
15:28.2
na manufacturing eh.
15:30.4
nandun pa lang tayo
15:33.2
kailangan sabayin yan
15:34.9
ng ating educational
15:37.0
educational capacity.
15:39.5
kailangan galingan
15:41.7
na Secretary of Education.
15:45.8
Sabi ko may tatamaan
15:51.5
May pinapaalis siya
15:52.5
ng isang taon na,
15:57.0
ng positions tayo.
16:03.4
Thank you so much.
16:12.9
bago ko makalimutan,
16:14.2
dahil sabi kasi ng DTI,
16:16.1
ng 14 billion eh,
16:19.4
14 billion dollars na,
16:20.7
pumasok ko na raw.
16:22.0
Sabi ng DTI sekretary.
16:27.0
baka kailangan niya nililawin,
16:34.0
tinanong ko yung mga,
16:35.0
yung mga finance people,
16:39.7
At kung walang detalye,
16:41.5
it doesn't exist.
16:44.2
itong pinapromisa na ito.
16:45.5
Baka confidential fund.
16:46.7
Baka confidential.
16:47.8
Baka dito sa pinapromisa na ito,
16:51.3
Kahit 5 billion lang,
16:56.9
Money expectations.
16:58.2
Para hindi naman,
16:58.9
hindi naman mapahiya
17:02.6
dapat tahanan niya
17:03.6
yung mga cabinet secretary
17:04.8
na pinapahiya siya.
17:06.6
Para may bakante para sa amin
17:07.8
dalawa ni Ronald.
17:10.5
pag nangyari yan.
17:14.9
I don't think mangyari
17:16.0
itong 100 billion,
17:17.5
Pero kahit mga few billion lang sana,
17:21.3
mas malaki ng sampung beses
17:22.6
sa mga dinala ng China
17:23.9
sa Pasig River Bridge project.
17:27.0
kung para sa China,
17:29.8
Kasi baka ano lang
17:30.6
nilagay ng China dito?
17:31.8
Purong pogo lang yata
17:33.8
Illegal pa sa China.
17:35.5
thank you very much.
17:36.1
Let's go to our penultimate episode.
17:37.4
Pag-usapan natin ng opposition.
17:38.8
Bako tayo mag-mabash.
17:40.7
Kasi binukin pa na Ronald
17:41.9
yung plano natin sa Malacanang.
17:43.6
Dinamay pa natin ito
17:45.6
napaka-independent vlogger.
17:47.9
thank you very much guys.
17:51.5
talk to you soon.
