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developed markets (DM)
Tong's Portfolio
The next big themes: Supply chain resilience and the end of low-wage as a competitive tool
The capacity of rich countries to spend on record fiscal stimulus has long-lasting implications.
October 28, 2021
Global Economy
Developed economies face high debt and low growth after Covid-19
Developed economies may instead accept a smaller population and lower growth, focusing instead on keeping GDP per capita high.
June 04, 2021
Investing ideas
Mine for growth in emerging markets, but don't underestimate Uncle Sam
In a low-growth environment, investors, facing limited choices, are willing to pay top dollar for growth stories.
November 27, 2020
Funds
Asian fixed income: Graduating from Emerging Markets school
Asian fixed income: Graduating from Emerging Markets school
August 28, 2020
Broker's Calls
Don’t be deceived by economic rebound -- unemployment lurks in the shadows
Despite the present uptick in economic performance, pandemic and geopolitical risk could bring markets to a standstill again.
July 14, 2020
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