Asia Analytica

Tong's Portfolio

Our 2024 stock picks and past performances

Over the past nine years, our top 10 portfolios have on average, far outperformed the FBM KLCI.
Opportunities and risks for 2024 - THE EDGE SINGAPORE

Tong's Portfolio

Opportunities and risks for 2024

US economy and companies have outperformed in the long run, underpinned by a free market.
Targeting 45% labour share of total income for Malaysia is imprudent and without basis - THE EDGE SINGAPORE

Tong's Portfolio

Targeting 45% labour share of total income for Malaysia is imprudent and without basis

The Malaysian Portfolio fell 2.2% last week, amid weaker broader market sentiment. All the stocks in our portfolio ended lower.

Tong's Portfolio

Inflation will stay high for longer ... but secular trends will drive prices down soon

This is shaping up to be one of the worst Januaries for the Global Portfolio in recent years.
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