financial markets

Tong's Portfolio

When something is free, you are the product

Time is a critical factor and is inversely related to the value (and profit opportunity) of an analyst recommendation.
Investing during COVID-19 and other Black Swan events

Investing 101

Investing during COVID-19 and other Black Swan events

How do you protect your portfolio during uncertain times like these? It really depends on the following factors.

Global Economy

Mnuchin called top US bank executives on market stability

WASHINGTON (Dec 24): Treasury Secretary Steven Mnuchin called top executives from the six largest US banks over the weekend, he said Sunday on Twitter, a move that followed heavy losses in the stock market last week and a partial federal government shutdo

In print this week

How events like Huawei CFO's arrest affect financial markets

SINGAPORE (Dec 14): By mid-2018, it was shaping up to be the most volatile year for global markets since 2008.

Global Markets

3 factors to sustain markets in near term as global growth slows

SINGAPORE (Dec 11): Fitch Solutions has revised its global growth forecast for 2019 downwards by 0.1 percentage point to 3% to accentuate its view that global growth will slow over the coming years after peaking at 3.4% in 2018.  

US Economy

Goldman Sachs sees five more Fed rate hikes through end of 2019

(Oct 19): Goldman Sachs economists on Thursday said the firm remained “comfortable” with its call for five more interest rate hikes — two more than priced in financial markets — through the end of 2019.

Global Economy

Call it 'disruption' and not a 'financial crisis', says former Fed chair Yellen of ongoing global uncertainties

PARIS (June 29): Contrary to popular opinion, Janet L. Yellen does not see an impending financial crisis from the escalating trade tensions between the US and China, higher current asset valuations and volatility from diverging monetary policies.

Investing strategies

Here’s the No. 1 risk weighing on investors’ minds this year

SINGAPORE (Sept 13): Geopolitics is now the leading concern among global institutional investors, overshadowing fears of rising interest rates and an economic slowdown.
Trading floor

Global Markets

'Trump Thump' whacks bond market for US$1 trillion loss

NEW YORK (Nov 14): Donald Trump's stunning victory for the White House may mark the long-awaited end to the more than 30-year-old bull run in bonds, as bets on faster US growth and inflation lead investors to favor stocks over bonds.
Morgan Stanley


Banks, brokers gird for Brexit-style tumult following US election

NEW YORK (Nov 8): Big global banks, including Morgan Stanley, JPMorgan Chase & Co and Goldman Sachs Group Inc are bracing for potential tumult on financial markets after Tuesday's US election.