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禤中怡曾指套息交易(carry trade)對股市影響深遠，本月8日曾話「美元套息交易」，即沽空美元，用作參與其他高息投資，若果美息續降，投資成本更輕也，估不到早兩日連彭博通訊(bloomberg)也有篇文章話，借美元作套息交易回報有17%，較借日圓和瑞士法郎回報表現更佳，那些賓架拿著平美元去掃貨，藉此擴大回報，可見有賓架收數十個月花紅落袋，總有成功原因。不過，今次市況轉變，究竟是大戶為年結埋單計數前，先行粉飾櫥窗，營造利好表現，抑或資金市重回，就要多加留意。
大市升，不代表隻隻股票都造好，有些股份亦受無妄之災，像大酒店(045)只是經營豪華酒店和住宅出租等業務，本來風平浪靜，估不到菲律賓竟然有軍人揀該集團持有76%股權，於當地首都馬尼拉商業區的半島酒店，作叛變地點，生意無得做不特止，從電視機畫面所見，軍隊操入酒店內，禤中怡即時打個突，最悲壯的恐怕是造成流血場面，實在不敢想像。這間酒店經營肯定全面停頓，即使事件平息後，相信也需要些少時間才能正式全面營運。
禤中怡即望大酒店股價，上午還企在13.42元，微升4仙，下午開市更曾見13.5元，但發生叛變事件後，股價開始走低，收市反跌4仙至13.34元，成交額2,951.7萬元。
這間菲律賓半島酒店於今年上半年出租率續提升至74%，再看看中期報告，每方呎每月平均收益17元，相對香港半島酒店的316元低很多，反映影響有限。最不幸的是，該酒店原來才剛完成客房、宴會廳和大堂等多個地方的翻新工程，特別是那個雲石地面經裝甲車一壓，相信凶多吉少，又要多花一筆，未知管理層有否投保呢？對該集團而言，唯一好消息可能是日本東京新半島酒店於9月初開幕，聽聞迅即成為當地熱點，可見生意也差不到那裡，如果表現佳，或許可抵銷菲律賓業務貢獻減少。
面對布殊政府為見樓價止跌回升，在明年總統選舉年增籌碼而減息，及菲律賓政局動盪，可見這些政治風險對企業運作和投資的影響有多厲害。
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