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economics
Tong's Portfolio
A depreciating ringgit is an indirect tax on savings
Both the private and public sectors are highly leveraged.
June 22, 2023
Tong's Portfolio
Get the politics right, and all else will follow
Malaysians are fond of complaining about everything that is wrong in their lives.
June 15, 2023
Tong's Portfolio
Malaysian residential properties have become more, not less, affordable
Allowing access to Napic public data will help homebuyers and developers.
May 12, 2023
Tong's Portfolio
Our take (and our bets) on the global capital markets now
Where do we stand in this debate?
April 27, 2023
Tong's Portfolio
The dichotomy of words and actions on the ringgit
Why is there such a contrast between public articulation, by economists, analysts and the media, and the actions of smart money?
April 13, 2023
Tong's Portfolio
Arguments for keeping domestic interest rates relatively low
But keeping interest rates low comes at a price … There’s no free lunch in economics.
March 30, 2023
Tong's Portfolio
Balance high-risk opportunistic buys with low-risk assets in your portfolio
Are interest rates going to fall in the coming months?
February 09, 2023
Tong's Portfolio
What they do is not what they say ... why fund managers talk up to gain business
Many are still holding out hope that the economic slowdown-contraction will be brief and shallow.
January 12, 2023
Tong's Portfolio
Are stocks cheap enough yet?
Regardless, the huge swing seems to be a portent of even greater volatility to come.
October 20, 2022
Tong's Portfolio
Can government addiction to debt, almost the world over, be reversed?
Debt serves a crucial economic function.
October 13, 2022