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consumer spending
Tong's Portfolio
It does not pay to try timing market cycles
A key factor underpinning the US stock market is the strength in corporate earnings.
November 18, 2021
Tong's Portfolio
US stocks likely to outperform next 6 months
One of the biggest drivers of the ongoing rally is liquidity.
April 23, 2021
China Focus
China beauty trends more than skin-deep
Foreign beauty brands remain the preferred choice of Chinese consumers, but China's domestic skincare market is steadily coming up
January 29, 2021
Broker's Calls
Consumer spending slated to stay resilient despite tepid economic growth: RHB
SINGAPORE (Dec 11): RHB Research is maintaining its “neutral” call on the Singapore consumer sector, as decelerating economic growth and macro-economic uncertainties threaten to tame consumer confidence and limit upside potential in the upcoming yea
December 11, 2019
Commentary
Is Singapore shopped out? CapitaLand Mall clues say yes: Gadfly
(Jan 24): Predicting the demise of shopping in Singapore isn't a whole lot different from shorting Japanese government bonds: It’s a widowmaker trade.
January 24, 2018
Broker's Calls
Why an upgrade on Delfi is still sometime away despite recovering sales
SINGAPORE (Feb 23): CIMB Research is leaving its “hold” rating on Delfi unchanged with a slightly lower target price of $2.30 from $2.31 previously despite a recent fourfold surge in 4Q16 earnings to US$3.7 million ($5.2 million).
February 23, 2017