Welcome!
Equity markets
Tong's Portfolio
The equity market is saying generative AI has started a new business cycle
First, simply looking at the headline indices is misleading.
May 31, 2023
Markets
It is easy to be right in the markets when the only way is up
The gains that we have seen in the markets over 2020 and 2021 may be due more to the economic environment than our skill.
May 19, 2022
Oil & Gas
Oil prices to remain under pressure till 3Q, say analysts
As the Covid-19 pandemic continues to bring about lockdowns and destroy demand for transportation fuel, analysts believe that oil prices are likely to remain under pressure for the rest of 1HFY2020.
April 24, 2020
Investing strategies
The power of curiosity
(Feb 21): Shanghai-based Singaporean Jenny Lee has invested in some of the most prominent technology companies in China in her almost two-decade career as a VC. Many of these businesses, such as hardware player Xiaomi, outsourcing company HiSoft and socia
February 21, 2020
Global Economy
Equity markets recover, but growth subdued by coronavirus
Equity markets, economic growth, China economy, US economy, Singapore economy, gold prices, crude oil prices, Novel Coronavirus, World Health Organization (WHO), Monetary Authority of Singapore (MAS), SGD NEER, S&P 500 index, CSI 300 Index, Straits Times
February 07, 2020
The Decade Ahead
Tech firms' turn to face regulatory mountain and consumers' ire; financial firms to outperform
SINGAPORE (Dec 27): The rapid growth of the technology sector, led by the FANG (Facebook, Amazon.com, Netflix and Alphabet’s Google) stocks, has been dominating headlines and investors’ attention for a decade. Having conquered the wallets and minds of
December 27, 2019
Investing strategies
Why Asian family businesses continue to dominate markets
SINGAPORE (Sept 12): The financial performance of Asia’s family-owned businesses is far superior to their peers in terms of growth and profitability, finds a recent report published by the Credit Suisse Research Institute (CSRI).
September 12, 2018
US protectionism and China deleveraging pace big worries for Asian stock investors: BlackRock
(June 20): While economic fundamentals and earnings results remain strong, the MSCI AC Asia Pacific index has underperformed the MSCI AC World Index year to date. What has happened?
June 20, 2018
Commentary
Why we should worry about rising interest rates
SINGAPORE (Jan 22): Even as equity markets across the world soar to new heights, the bond market has been sending a less exuberant signal. Yields on US 10-year Treasuries, a major benchmark rate used in financial markets, have risen to just above 2.5%, al
January 30, 2018