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Tong's Portfolio
Worse days ahead for property markets
The outlook in Singapore appears brighter.
January 19, 2023
Tong's Portfolio
Worse days ahead for property markets
The outlook in Singapore appears brighter.
January 19, 2023
Tong's Portfolio
Worse days ahead for property markets
The outlook in Singapore appears brighter.
January 19, 2023
Commodities
Lumber’s boom-bust cycle sets producers up for year-end rally
Over the past 20 years, lumber prices have tended to slump in September before rallying into the new year
August 26, 2021
Commodities
From copper to corn, markets show peak inflation fear has passed
Even though inflation metrics are high, the pressure is starting to come off
June 15, 2021
Tong's Portfolio
Reopening also means a rise in supply… and lower prices ahead for commodities
We suspect the inflation rate in May could be even higher than in April.
May 21, 2021
Tong's Portfolio
Start of a multi-year downtrend for the US dollar?
Of late, however, there appears to be a reversal in growth expectations, driven by the country’s worsening outbreak, the likelihood of more fiscal spending and rising deficit as well as extremely dovish comments from the Fed.
August 07, 2020