Chinasoft International

Tong's Portfolio

Into a recession or stagflation? Sold stocks to raise cash

We think the current optimism that the US economy — and stocks — would emerge largely unscathed may be misplaced.

Tong's Portfolio

Switch to Chinese from US equities paying off

Again, we expect EM equities may well underperform in the near term, but we believe they will outperform over a longer period.