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Tong's Portfolio
Why some stock markets perform and others don’t … and ideas to improve
The most illiquid stocks are, often, also those with the lowest free float.
December 07, 2023
Tong's Portfolio
The cost of US hegemony to the rest of the world
As we said before, US exceptionalism was paid for, in no small part, by the rest of the world.
July 28, 2022
Tong's Portfolio
Our guiding principle: Absolutism within relativism in value investing
Beauty may be in the eye of the beholder, but stocks have absolute values.
November 03, 2021
Tong's Portfolio
Big Tech leads US stock gains
Notably, high-growth tech stocks seemed to have regained favor with investors, at the expense of value and cyclical stocks.
June 25, 2021
China Focus
China’s tangled ties with the West
It is no secret that US policy under Trump, and now Biden, was designed to reduce the economic exchanges with China.
May 07, 2021
Tong's Portfolio
'Investors should stop worrying whether the stock will fall' - here's why
Over the past week, we have been seeing yet another shift, back to Big Tech.
April 16, 2021
Broker's Calls
Gold loses some lustre as the greenback begins to glitter
Despite the move towards liquidity, an uncertain economy, unprecedented economic stimulus and a gradual recovery make it a good time to buy gold relatively cheaply.
June 19, 2020
Tong's Portfolio
Manic sensationalisation of the coronavirus
SINGAPORE (Feb 14): Over the past few weeks, we have been bombarded with blow-by-blow accounts of the coronavirus outbreak.
February 14, 2020
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
February 07, 2020
Investing strategies
Panic selling a window to start accummulating
(Feb 12): The panic selling in global equities resumed after a brief reprieve on Feb 6. The S&P 500 index shed another 3.75% overnight on Feb 8, bringing its total losses to 8.5% since the correction started. While investors’ concern on rising rates was
February 12, 2018