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Tong's Portfolio

Optimistic about US growth, we have added US financials - THE EDGE SINGAPORE

Tong's Portfolio

Optimistic about US growth, we have added US financials

US consumers and businesses are, by and large, flush with cash, coming out of the Covid-19 pandemic.
Reallocating sector exposure with higher inflationary expectations - THE EDGE SINGAPORE

Tong's Portfolio

Reallocating sector exposure with higher inflationary expectations

Inflationary pressures will not be as transient as initially expected and some of the higher costs may well be permanent.
Covid-19 and mass customisation may permanently hurt developing economies - THE EDGE SINGAPORE

Tong's Portfolio

Covid-19 and mass customisation may permanently hurt developing economies

Singapore and China rank among the world’s most highly vaccinated countries.
Use withholding and transactional taxes to fund Covid-19 assistance - THE EDGE SINGAPORE

Tong's Portfolio

Use withholding and transactional taxes to fund Covid-19 assistance

Increase tax on non-residents to create jobs in the country.
Interest waiver on loans … who does it really help? - THE EDGE SINGAPORE

Tong's Portfolio

Interest waiver on loans … who does it really help?

In summary, the call for an interest waiver is short-sighted and irrational, both economically and mathematically speaking.
Safeguarding the road to 5G in Malaysia … but for whom? - THE EDGE SINGAPORE

Tong's Portfolio

Safeguarding the road to 5G in Malaysia … but for whom?

We do not agree, however, that an SWN will lead to greater inefficiency and decreased quality of service.
Covid-19 is a highly emotive subject — read, think before jumping to conclusions - THE EDGE SINGAPORE

Tong's Portfolio

Covid-19 is a highly emotive subject — read, think before jumping to conclusions

As we have written before, Covid-19 is a very emotional subject for most.
Reversion to mean is a mathematical certainty, but mean is not static - THE EDGE SINGAPORE

Tong's Portfolio

Reversion to mean is a mathematical certainty, but mean is not static

Last week’s record close came after the Fed chair allayed fears that current easy liquidity conditions will tighten too quickly.
For most investors, a passive global portfolio makes money sense - THE EDGE SINGAPORE

Tong's Portfolio

For most investors, a passive global portfolio makes money sense

Total returns for the Global Portfolio since inception now stands at 63.4%.
Covid-19 drove global funds to developed markets - THE EDGE SINGAPORE

Tong's Portfolio

Covid-19 drove global funds to developed markets

Clearly, not all stock markets are performing as well as those in the US.
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