Tong's Portfolio

There is also light at the end of the tunnel

SINGAPORE (Apr 3): The world is still playing catch-up with the Covid-19 pandemic.


SoftBank remakes itself with a US$41 bil bazooka

(Mar 27): If you are searching for a high profile global corporate icon of the Covid-19 crisis, look no further than Japan’s SoftBank Group, the world’s largest tech investor, which has seen its sh

Disruption and Digitalisation

The ‘70%’ in successful digital transformation

(Mar 27): There is no doubt that “data and digital” acted as catalysts for disruption in the decade that just ended.


Apple closes all stores outside Greater China for 2 weeks

(Mar 15): Apple Inc said Saturday it’s closing its hundreds of retail stores outside of Greater China until March 27 and is moving to remote work in order to help reduce the spread of coronavirus.


5G and the winners of American 'state capitalism'

(Mar 6): While the rest of the world has been focused on the Democratic primaries in which Vermont’s left-wing senator Bernie Sanders and former Vice President Joe Biden are duelling it out for the


Where Clayton Christensen taught what others could not

(Mar 6): Harvard Business School professor and businessman, Clayton Christensen, known by many as the “godfather” of disruptive innovation, died in January at the age of 67.


How direct-to-consumer brands are disrupting retail

SINGAPORE (Feb 21): When Prince Harry and Meghan Markle landed back in Vancouver last week from a short trip to Los Angeles, the tabloid press focused on Rothy’s shoes that Meaghan was wearing and


Lessons from Bernie Ebbers' acquisitions spree

SINGAPORE (Feb 14): The former WorldCom CEO Bernie Ebbers, who died at the age of 78 this month, started life as a basketball coach.

Global Economy

Five grey swans that could swing markets

(Feb 14): A wareness of potentially high-impact but improbable developments should help investors prepare for unexpected changes in market conditions.

Goldman Sachs Asset Management: Investment themes 2020

Emerging markets and Japan equities becoming compelling

(Jan 31): Despite 2020 looking like a year that will deliver slower growth, we expect to see a continuation of positive earnings next year, which should continue to drive performance in equities.

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