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Tong's Portfolio
Is the falling value of the ringgit a cyclical or secular trend?
As we wrote earlier, a weaker domestic currency comes at a cost of its own.
August 18, 2022
US-China trade war
Will China save the US from inflation fears?
China’s crackdown on inflation might counter hawkish sentiments in the US, paving the way for public investment.
June 18, 2021
Robust 1Q GDP growth estimates expected next week
SINGAPORE (April 7): Maybank Kim Eng is anticipating robust gross domestic product (GDP) growth estimates to register at over 2.8% y-o-y, prior to the 1Q17 GDP flash estimate announcement schedule for release next Thursday on April 13.
April 07, 2017
Commentary
Indonesia: Building up a head of steam
SINGAPORE (Feb 13): Indonesia has been and remains a good story among large emerging economies. However, the news flow has fallen a tad short of expectations of late. Indonesia’s economy grew about 5% in 2016, rising from 4.8% in 2015 but below the 6%-t
February 20, 2017
Why the battle for Asian equities is only half won: Bank of Singapore
SINGAPORE (Oct 14): Although the Bank of Singapore remains “neutral” on Asian equities, the research house still prefers them over the developed markets (DM) of US, Europe and Japan, which have been ranked at “underweight”.
October 14, 2016