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equity valuations
Tong's Portfolio
What are the costs of deglobalisation for equity valuations?
Banks, with their wide customer base, are well positioned to assess the financial health of households and businesses.
July 21, 2022
Tong's Portfolio
Only one way to value stocks — although many shortcut metrics are popular
One valuation metric that has been gaining serious traction in recent years is the price-to-sales (PS) ratio.
March 26, 2021
Goldman Sachs Asset Management: Investment themes 2020
Emerging markets and Japan equities becoming compelling
(Jan 31): Despite 2020 looking like a year that will deliver slower growth, we expect to see a continuation of positive earnings next year, which should continue to drive performance in equities. Short-term periods of volatility remain likely, triggered b
January 31, 2020
Tech
‘Bar is higher’ as tech shares soar, Singapore's GIC
(Apr 22): The head of Singapore’s sovereign wealth fund is undeterred by the sky-high valuations of tech companies.
April 22, 2019
Investing strategies
Can Asia decouple from the US correction?
SINGAPORE (Feb 15): As of last Friday, US price-to-book (P/B) valuations have fallen from a high of 3.48 times to 3.18 times or 3% above the historical average, according to a recent strategy report by Credit Suisse’s equity research team.
February 15, 2018