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JPMorgan Chase & Co
Tong's Portfolio
Optimistic about US growth, we have added US financials
US consumers and businesses are, by and large, flush with cash, coming out of the Covid-19 pandemic.
October 21, 2021
Tong's Portfolio
Reallocating sector exposure with higher inflationary expectations
Inflationary pressures will not be as transient as initially expected and some of the higher costs may well be permanent.
October 14, 2021
Management & Corporate Governance
JPMorgan puts senior credit trader on leave over WhatsApp use
JPMorgan’s decision to force someone of Koo’s stature off the trading floor while it looks into the matter is indicative of the seriousness with which banks are grappling with the profusion of new communication platforms.
January 14, 2020
Tong's Portfolio
Why we bought shares of Boeing and building suppliers, and trimmed consumers
(Nov 25): The Global Portfolio did quite well over the past one week, rising 1.8% and outperforming the MSCI World Net Return Index’s 0.3% gain. US stocks continued to inch higher to fresh record highs. The current investing landscape is positive for st
November 22, 2019
1MDB Watch
Goldman's star in Hong Kong turns into 1MDB scandal's enigmatic man
(Aug 16): Andrea Vella was Goldman Sachs’s top dealmaker in Hong Kong. He had a nose for splashy trades, a fondness for the Bentley Continental, and a vague enough resemblance to George Clooney that there was even a joke among some bankers: “What woul
August 16, 2019
China Focus
China markets still have further to go: Goldman, JPMorgan
(Mar 4): Chinese stocks have had a great start to 2019, and it may not stop there.
March 04, 2019
Results
Five key takeaways from the biggest US banks' earnings reports
(Oct 17): As earnings season for the biggest US banks wrapped up on Tuesday, the benefits to Wall Street of rising interest rates and a healthy economy became clear.
October 17, 2018
Funds
Banks, brokers gird for Brexit-style tumult following US election
NEW YORK (Nov 8): Big global banks, including Morgan Stanley, JPMorgan Chase & Co and Goldman Sachs Group Inc are bracing for potential tumult on financial markets after Tuesday's US election.
November 08, 2016