Alphabet

Tong's Portfolio

A tech war will be the end for this bull market

(May 27): Investors should probably brace for a protracted impasse on trade talks between the US and China. After the latest round of tariff hikes by both countries, China appears to have hardened its stance, with state media ramping up nationalistic rhet

Commentary

Hey Google, whatever happened to revenue growth?

SINGAPORE (May 20): In the aftermath of the global financial crisis in 2008, a bunch of US tech firms emerged as icons of growth in a slow-growing world. Investors bet on Apple, Amazon.com, Alphabet, Netflix, Facebook and Microsoft because they had one th

Data privacy

Amazon workers are listening to what you tell Alexa

SINGAPORE (Apr 15): Tens of millions of people use smart speakers and their voice software to play games, find music or trawl for trivia. Millions more are reluctant to invite the devices and their powerful microphones into their homes out of concern that

Tech

Facebook surges after sending upbeat message to Wall Street

SAN FRANCISCO (Apr 27): Facebook Inc.’s message for investors is clear: the business is healthy and growing.

Tech

3 reasons why tech is still in a secular uptrend

SINGAPORE (Apr 23): With FAANG (Facebook, Apple, Amazon, Netflix and Google) stocks retreating from their 2018 highs and tech valuations settling, how should global investors react?

Tech

Amazon bets on machine learning to beat Microsoft, Alphabet

(Nov 30): Amazon.com Inc. unveiled new machine-learning tools, including algorithms that automate decisions and speech recognition, seeking to solidify its dominant position over Microsoft Corp. and Alphabet Inc. in the fast-growing and profitable cloud-c

Tech

Have tech stocks surged too far too fast?

SINGAPORE (Oct 13): For much of this year, global investors have been enamoured with “growth”, chasing large-cap tech stocks, or FAANNG — social media giant Facebook, e-commerce behemoth Amazon.com, smartphone powerhouse Apple, video-streaming pione

Tech

How streaming changed the music industry

(July 24): Stephen Witt recalls downloading thousands of bootlegged songs onto his MP3 music player in his Chicago college dorm room 20 years ago. By the time he was working in a New York hedge fund, he had hoarded more than 150,000 songs — everything f

Tech

Apple is working with Hertz to manage its self-driving car fleet

SAN FRANCISCO (June 27): Apple Inc. is leasing a small fleet of cars from Hertz Global Holdings Inc. to test self-driving technology, an agreement that echoes a larger deal between competitors Alphabet Inc. and Avis Budget Group Inc. Hertz shares s

In print this week

Heavyweight stocks disrupted by new technologies, shifting consumer behaviour

SINGAPORE (June 17): New technologies and shifting consumer behaviour are destroying the reliable returns once offered by some widely owned heavyweight stocks.
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