Tong's Portfolio

Tong's Portfolio

We must now prevent a second wave of the 'economic virus'

(July 9): The Covid-19 outbreak in Malaysia hit a key milestone on July 1 when the number of new cases dropped to just one — a Malaysian returning from Turkey.

What ails the Malaysian property sector

Tong's Portfolio

What ails the Malaysian property sector

(July 3): Owning a home is a dream of most Malaysians but, for many, it remains elusive. Loan approvals for residential mortgages have been weak since 2015 (see Chart 1).

Tong's Portfolio

Room for a further reduction in interest rates

(June 26): We are in a world in which monetary policies are being taken to extremes.

Tong's Portfolio

A short-sighted market

(June 19): Reports of fresh spikes in new Covid-19 cases — including in Beijing, China, where the outbreak had been largely stamped out after almost two months without any infections — triggered se

Tong's Portfolio

The market is right about a stimulus-augmented V-shaped recovery

(June 12): Stock markets around the world have rallied hard from the lows in March, at the height of the Covid-19 pandemic-driven selloff.

Tong's Portfolio

From a sharing to a no-sharing economy?

(June 5): The short answer is, no, it will not happen. The secular change to the sharing economy, with its benefits to costs and convenience, will return.

Tong's Portfolio

Cheap money chasing up stock prices

(May 29): Global stocks delivered another week of gains as investors cheered the reopening of economies and more positive developments on the Covid-19 vaccine front.

Tong's Portfolio

Is Bursa the new TINA, with gambling outlets closed?

(May 22): Trading on Bursa Malaysia came under the spotlight in the last two weeks, when amid prevailing uncertainties — and the steady stream of dismal economic and corporate earnings news flow —

Tong's Portfolio

Persistent economic contraction even as businesses reopen

(May 15): US stocks led global markets to a strong rebound in April and early May.

Tong's Portfolio

Yet another stock-market scam - mini-tender offers

(May 8): When an offer appears too good to be true, it usually is. We were reminded of this little bit of wisdom just this week.

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