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Tong's Portfolio
Tong's Portfolio
Finally, we are investing again — added six stocks with high, resilient dividend yields
A key factor would be whether dividends are sustainable, for instance, in the event of a global economic slowdown or recession.
6 days ago
Tong's Portfolio
The Malaysian housing industry is efficient and competitive — the government should just focus on public housing
Could homes be built at even lower costs to further improve affordability?
29 days ago
Tong's Portfolio
Home ownership and affordability in Malaysia: Facts and myths
Home affordability is nowhere near crisis level as popularly narrated.
November 03, 2023
Tong's Portfolio
Why are US home prices up despite sharp rise in mortgage rates, and is it sustainable?
The housing market, a sector that is highly sensitive to interest rate changes, is also demonstrating unexpected resilience.
October 26, 2023
Tong's Portfolio
Stating the obvious: Stock prices can only perform with sustained profit growth and positive prospects
A poor-performing stock market is, rightly, a major concern.
October 19, 2023
Tong's Portfolio
Punch bowl taken away, the party is ending
For the longest time, investors remained convinced that the US Federal Reserve would cut interest rates sooner rather than later.
October 12, 2023
Tong's Portfolio
Put up guard rails before the circus begins: Reducing Bursa’s board lot size
Policy matters require holistic assessments of both the opportunities and potential pitfalls.
October 05, 2023
Tong's Portfolio
Should Malaysia force wages to rise through direct wage policy intervention?
Workers in Malaysia are lowly paid, but not underpaid.
September 28, 2023
Tong's Portfolio
‘Greedflation’, stock prices and the policy implications
The US Federal Reserve has raised interest rates at a pace not seen previously, to ease inflation back to the 2% target.
September 21, 2023
Tong's Portfolio
Right to leave domestic interest rates unchanged, but ringgit will weaken
Higher interest rates will worsen the already large fiscal deficit.
September 14, 2023