Tong's Portfolio

While manufacturing and exports have largely recovered, services lag behind - THE EDGE SINGAPORE

Tong's Portfolio

While manufacturing and exports have largely recovered, services lag behind

Over the past weeks, we have written a fair bit on the imminent recovery in the global economy, which we think will be stronger than many previously expected.

There's a sucker born every day - THE EDGE SINGAPORE

Tong's Portfolio

There's a sucker born every day

The Malaysian stock market has not seen the excitement it has experienced this year in a very long time.

Global economic recovery will be stronger than expected - THE EDGE SINGAPORE

Tong's Portfolio

Global economic recovery will be stronger than expected

The world is still in the middle of a pandemic. Daily news headlines are grim.

We started positioning into cyclical stocks in the last few months - THE EDGE SINGAPORE

Tong's Portfolio

We started positioning into cyclical stocks in the last few months

US markets have rebounded smartly from the selloff in the last two weeks of October.

Without real yield, when will investors switch out of bonds? - THE EDGE SINGAPORE

Tong's Portfolio

Without real yield, when will investors switch out of bonds?

Global stocks, led by the US markets, have done remarkably well against the backdrop of a global pandemic and sharp economic decline.

Tong's Portfolio

Malaysia can finance the stimulus to protect and boost productive capacities

Over the last two weeks, we presented data showing resilience in domestic consumption and the underlying strength in the balance sheets for households and businesses as well as overall stability of

Tong's Portfolio

Malaysian banking system is strong, with ample liquidity and reserves

Last week, we highlighted the latest statistics showing that financial positions for Malaysian households and domestic consumption remain resi lient in the face of the deep shock to the economy bro

Tong's Portfolio

Domestic consumption and households demonstrate resilience

The Covid-19 pandemic has wreaked havoc on global economies, which may take some time to fully recover, what with the recent resurgence in new cases that has forced a slowdown in the reopening of t

Tong's Portfolio

Seeking truth from facts in Covid-19

Prior success does not mean much as far as combating the Covid-19 virus is concerned. Over the past week, Malaysia has seen a record-high number of new cases.

Tong's Portfolio

Still betting on connectivity, cloud and 5G, as well as cyclical and commodities stocks

Globally, stocks traded broadly lower in September, a month that has historically been volatile and bad for stocks. Psychological expectations can sometimes be self-fulfilling.

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