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DIP Corp
Tong's Portfolio
Global Portfolio outperforms MSCI index and has positive absolute returns
SINGAPORE (May 20): The tide appears to have shifted once again for global stock markets. After fanning hopes of an imminent breakthrough on a trade deal for months, US President Donald Trump escalated tensions with a trademark tweet a couple of weekends
May 20, 2019
Investing strategies
Why we sell the stocks even if we still like the companies
SINGAPORE (Apr 22): Let me start by wishing our Christian readers a blessed Easter.
April 22, 2019
Investing in late-cycle earnings growth
SINGAPORE (Feb 25): Positive news flow on the ongoing US-China trade talks continued to buoy sentiment for global stocks over the past week. Following reported progress after days of negotiations in Beijing, further discussions have resumed in the US. Cle
February 22, 2019
Buying into China's cleaner environment theme
SINGAPORE (June 25): It has been another tough week for global stocks. The escalating trade rhetoric between the US and China is hurting investor confidence, especially in perceived riskier and export-reliant emerging markets.
June 22, 2018
Nine Dragons... lowest valuation play on e-commerce
SINGAPORE (Apr 30): Stocks in my Global Portfolio ended mostly lower in the past one week, mirroring weakness in global equity markets. Investors are nervous when it comes to equities, particularly as worries grow over rising interest rates.
April 27, 2018
In print this week
Our conviction of DIP Corp remains, despite a collapse in stock price
SINGAPORE (Apr 23): A strong start to the US corporate earnings reporting season is giving beleaguered stocks a much-needed boost of confidence. Worries over geopolitical tensions, trade and regulations of tech companies remain and are likely to keep vola
April 20, 2018
Global portfolio up 6.8% in one month, outpacing the index
SINGAPORE (Jan 22): My Global Portfolio is exactly one month old this week. Total portfolio value is up 6.8% to US$534,186, outpacing the MSCI World index gains over this period. In fact, it has outperformed the benchmark index in three of the past four w
January 19, 2018