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Tong's Portfolio

Negative real returns can be logical at times - THE EDGE SINGAPORE

Tong's Portfolio

Negative real returns can be logical at times

The reality is that the stock market is not the economy.
Vaccine and ‘work’ hesitancies are the next challenge - THE EDGE SINGAPORE

Tong's Portfolio

Vaccine and 'work' hesitancies are the next challenge

Positively, data shows that current approved vaccines remain highly effective against variant infections.
Better to do more tests and have inevitable higher ‘reported’ cases in near term - THE EDGE SINGAPORE

Tong's Portfolio

Better to do more tests and have inevitable higher ‘reported’ cases in near term

We will also argue in the rest of this article that more testing is critical to turn this pandemic into an endemic.
Is there a limit to socialising private-sector debt in times of crisis? - THE EDGE SINGAPORE

Tong's Portfolio

Is there a limit to socialising private-sector debt in times of crisis?

The consequences of excessive public debt can be extremely dire, especially for emerging markets.
The worst of Covid-19 is behind us - THE EDGE SINGAPORE

Tong's Portfolio

The worst of Covid-19 is behind us

It is also human nature to place outsized weightage on perceived “wrongs” as compared to “rights”.
Big Tech leads US stock gains - THE EDGE SINGAPORE

Tong's Portfolio

Big Tech leads US stock gains

Notably, high-growth tech stocks seemed to have regained favor with investors, at the expense of value and cyclical stocks.
Simple algo: Profit from cheap valuations arising from low liquidity - THE EDGE SINGAPORE

Tong's Portfolio

Simple algo: Profit from cheap valuations arising from low liquidity

Strong investor interest translates into higher share prices and valuations, which will attract even more investors.
The value of liquidity - THE EDGE SINGAPORE

Tong's Portfolio

The value of liquidity

There is a price to liquidity, or rather, illiquidity.
Adding Disney, Amazon and GM to Global Portfolio - THE EDGE SINGAPORE

Tong's Portfolio

Adding Disney, Amazon and GM to Global Portfolio

After giving consideration to the prevailing market sentiment, we made several switches in the Global Portfolio.
Market is self-correcting... from cryptos to the most overvalued stocks - THE EDGE SINGAPORE

Tong's Portfolio

Market is self-correcting... from cryptos to the most overvalued stocks

There is no question that these theme-chasing, momentum or meme assets have had a remarkable run.
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