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economics
Tong's Portfolio
Education lies in the heart of our nation’s problems and the pathway to our solution
But the fundamental principle to achieve equality must be to raise the bottom to meet the top, not lower the top to meet the bottom.
7 days ago
Tong's Portfolio
The pendulum swings right: A pushback against liberal, progressive, interventionist economics
The liberals have become “illiberal”. In their quest for freedom, they now impose their own views on others and deny freedom to those who disagree.
15 days ago
Tong's Portfolio
GDP is a political number — what drives it is what matters
Private consumption growth has been slow relative to pre-pandemic average growth levels.
August 15, 2024
Tong's Portfolio
When bad economic news stops being good stock market news — dangers ahead!
The obvious question for investors would be whether to chase this rally.
June 20, 2024
Tong's Portfolio
We repeat … the secular declines in inflation and interest rates have ended
Brace for higher-for-longer interest rates, for more reasons than only CPI.
May 09, 2024
Tong's Portfolio
Higher-for-longer inflation and interest rates — and what it means for equities and currencies
The secular inflation and interest rate decline is reversing.
April 18, 2024
Tong's Portfolio
The ringgit will do a lot better with the ‘right’ stories
A plausible story can triple current account surplus and double net forex reserves.
March 14, 2024
Tong's Portfolio
Is residential property in Malaysia a good investment?
Investing in real estate is also about the country’s macro management, take Singapore for example.
February 23, 2024
Tong's Portfolio
Stocks are priced to near perfection, but reality will surely disappoint equity investors
Can disinflation continue with rising wages?
February 07, 2024