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consumption
Investing strategies
Better market clarity later this year; position for China consumption plays, says OCBC's Menon
Everyone is waiting with bated breath because of Trump's unpredictability and what the Fed will do in the next six months
2 days ago
Investing strategies
What does Trump 2.0 mean for Asean?
Asean could be a 'collateral victim' in a US-China trade war
8 days ago
China Focus
Is China's economy out of the woods?
China's neighbours have to get used to China not providing as much of a spillover as in the past
October 25, 2023
Investing strategies
China's consumption triangle — a possible trinity
China’s domestic consumption is the biggest upside opportunity
June 08, 2023
Style
Marrying style and social consciousness
Smthgood's Tony Tan explains how he strikes a balance between making profits and driving purpose
April 06, 2023
Broker's Calls
UOB Kay Hian lifts ThaiBev’s TP to 85 cents as Chinese tourists return
With the return of Chinese tourists to Thailand, UOB KH sees that ThaiBev stands to benefit from higher alcohol consumption levels
January 19, 2023
Tong's Portfolio
US consumers will drive demand with low household debts
Fact: Globally, economic growth is already slowing under the various strains.
May 05, 2022
Tong's Portfolio
Reversion to mean is a mathematical certainty, but mean is not static
Last week’s record close came after the Fed chair allayed fears that current easy liquidity conditions will tighten too quickly.
September 02, 2021
Tong's Portfolio
Synchronised global recovery will drive stocks higher in 2021. Stay invested.
Vaccination and immunisation will pave the way for a robust economic recovery.
December 18, 2020
Tong's Portfolio
Malaysia can finance the stimulus to protect and boost productive capacities
But these are not ordinary times. Even a hugely expansionary budget will not be out of sync with the rest of the world.
October 30, 2020