Tong's Portfolio

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.

Tong's Portfolio

How close are Bursa and SGX-listed companies to financial distress?

SINGAPORE (Apr 30): There is no question that the Covid19 pandemic and resulting restriction on movements will inflict significant economic pain on businesses on a global scale.

Tong's Portfolio

No panic...but manic trading

(Apr 24): Trading on equity markets seems to have taken on a manic tone, of both euphoria and fear.

Tong's Portfolio

Which will remain in 12 months' time - the Covid-19 pandemic or the effects of the stimulus?

(Apr 17): Global stock markets appear to have stabilised somewhat from the Covid-19 pandemic-induced freefall, from late February to the better part of March.

Tong's Portfolio

Cash flow relief to keep viable companies afloat

(Apr 9): Five months into the Covid-19 pandemic and there remains much that we do not know about the virus.

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