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Tong's Portfolio

When should companies do share buybacks? - THE EDGE SINGAPORE

Tong's Portfolio

When should companies do share buybacks?

A few weeks back, we wrote about the structural weakness and resulting chronic underperformance of Bursa Malaysia in recent years. The FBM KLCI fell 12.8% from 2013 to end-2020.

Special Privilege and Concessional (SPAC) - THE EDGE SINGAPORE

Tong's Portfolio

Special Privilege and Concessional (SPAC)

GameStop, bitcoin, cannabis and SPACs — what do they all have in common?

SIA, a proxy for Singapore's growing strength as the Asean hub - THE EDGE SINGAPORE

Tong's Portfolio

SIA, a proxy for Singapore's growing strength as the Asean hub

Our investment thesis for Singapore Airlines (SIA) is simple: SIA is the proxy for investing into Singapore’s growing strength as the Asean hub — for finance (such as family office

A bull or bear market for 2021? - THE EDGE SINGAPORE

Tong's Portfolio

A bull or bear market for 2021?

Bull or bear?

Digital value propositions, Telekom and Microsoft - THE EDGE SINGAPORE

Tong's Portfolio

Digital value propositions, Telekom and Microsoft

So far, the latest earnings season in the US has seen the majority of companies — 82% of the 37% of companies on the Standard & Poor’s 500 index that have reported, according to data provider F

Digital is the new norm - THE EDGE SINGAPORE

Tong's Portfolio

Digital is the new norm

Technology stocks are riding high on strong upward momentum worldwide.

Our investment thesis for Okta and Geely - THE EDGE SINGAPORE

Tong's Portfolio

Our investment thesis for Okta and Geely

Stocks saw a bit of a pullback last week, after chalking up strong gains at the start of the new year. This is perhaps unsurprising.

Addressing structural weakness for Bursa’s underperformance - THE EDGE SINGAPORE

Tong's Portfolio

Addressing structural weakness for Bursa’s underperformance

Global stocks are off to a roaring start in 2021. Readers of this column would notice that we have been bullish on the global economy and stocks over the past few months.

InsiderAsia’s top 10 stock picks for 2021 - THE EDGE SINGAPORE

Tong's Portfolio

InsiderAsia's top 10 stock picks for 2021

Happy new year to all readers! The past year has been full of surprises, both negative and positive. We hope 2021 will be a better year for everyone.

Global Portfolio outperforms benchmark indices in 2020 - THE EDGE SINGAPORE

Tong's Portfolio

Global Portfolio outperforms benchmark indices in 2020

As 2020 draws to a close, we thought it apt to take a look at all that has transpired in the world and, in particular, the various strategic changes we made for the Global Portfolio in response to

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