fiscal stimulus


Valuations compelling but earnings visibility extremely limited for lndian listcos

(May 15): The Tantallon India Fund closed 8.23% higher in April, with the broad market narrative focused on looking beyond the current economic meltdown towards an eventual recovery.

Global Economy

When US$8 tril global fiscal stimulus still is not enough

(Apr 24): As governments dedicate more than US$8 trillion ($11.39 trillion) to fight the Covid-19 pandemic, a further widening in the gap between rich and poor countries threatens to exacerbate the

Covid-19 Solidarity Budget

A Budget on steroids for a city on MC

The government unleashes a third supplementary Budget to deal with Covid-19 economic fallout, but experts warn of diminishing effectiveness

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.

Global review

The policy response and its implications

(Apr 9): In our 1Q2020 Macro Quarterly: The Next Decade in Asset Allocation, we discussed how the policy response to the next recession would create a new era for markets.

Global review

Encouraging signs are on the horizon

(Apr 9): The brunt of the damage done by the Covid-19 pandemic has shifted from Asia to Europe and the US in recent weeks. 

Global Economy

Analysts divided on whether the market rout is past its worst

(Mar 30): Strategists at JPMorgan Chase & Co have concluded that most risk assets – a universe that typically includes stocks and credit – have seen their low points for the recession that’s gr

Global Economy


Quoteworthy: "The situation we are heading into looks more like a thunderstorm than a drizzle." –— President Halimah Yacob, in a message to Parliament on March 26, as Singapore unv

Covid-19 Resilience Budget

A bigger war chest to fight Covid-19

Singapore government pumps in $48.4 bil more to save jobs, support companies and stabilise the economy

Higher property tax rebates to keep businesses afloat


Higher property tax rebates to keep businesses afloat

SINGAPORE (Mar 27): My Awesome Café, located along Telok Ayer in the building formerly occupied by the Chung Hwa Free Clinic, has been doing a roaring business for the last six years.

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