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.

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.

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.

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

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

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

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).

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?

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
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