global portfolio

The US bond market rallied strongly even as fear over the coronavirus outbreak is driving the stock market’s steep selloff.

SINGAPORE (Feb 28): Global stocks traded sharply lower last week as the second wave of Covid-19 outbreak, this time outside of China, triggered heightened uncertainties.

SINGAPORE (Feb 21): We are always told that we cannot escape taxes, death and economic and financial collapses. But are they, like gravity, truly a law of nature that cannot be overcome?

SINGAPORE (Jan 17): There is a huge gap between the use of share buybacks as a means of returning surplus cash to shareholders in the US and in Malaysia and Singapore. Why is this so? What are the merits of share buybacks and should they be encouraged?

SINGAPORE (Jan 10): US President Donald Trump is a prolific tweeter. That much we already know. According to TrumpTwitterArchive, he made 21 tweets per day, on average, in 2019.

SINGAPORE (Jan 3): Alpha investing, or value investing, works. We proved it. But it is indeed hard work. It has been just over two years now since we started the Global Portfolio on Dec 18, 2017.

SINGAPORE (Dec 20): The US and China two weeks ago reached an agreement on a “phase one” trade deal, which is slated to be signed in January after legal review and translation. Markets heaved a collective sigh of relief.

SINGAPORE (Dec 13): Last week, we wrote about our investment thesis for Alibaba Group Holding, China’s leading e-commerce player, and why we like the stock for its long-term potential that is underpinned by rising consumerism in the country.

(May 13): With the one-year anniversary of the Pakatan Harapan-led government now in the rear-view mirror, one thing is certain — much more remains to be done. In particular, the issue of the rising cost of living continues to top surveys as the biggest

(Apr 12): Last week, I talked about why US consumers may well be the key driver for near-term global growth, contrary to widely held views. To very quickly recap, thanks to a decade of deleveraging, in the aftermath of the global financial crisis, US hous