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

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.

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

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. 

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.

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

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
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