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stock investing
Tong's Portfolio
Outlook 2025: Where and what to invest in?
We disposed of our entire stakes in DR Horton and Airbus, and reinvested the proceeds into Talen Energy and Uber.
22 days ago
Stocks To Watch
Temasek-linked stocks and their valuation
The two most undervalued companies are Borsa Italiana-listed Moncler SpA, and Hong Kong-listed Alibaba Group.
July 18, 2024
Tong's Portfolio
Can property sector be a defensive investment to a slowdown in economy?
We are even more upbeat on the outlook for the large retailers for home improvement, such as Home Depot.
June 27, 2024
Semiconductor
Hunting for value in semiconductor stocks
We think Nvidia is currently slightly overvalued — or fairly valued at best.
June 20, 2024
Tong's Portfolio
Stocks are priced to near perfection, but reality will surely disappoint equity investors
Can disinflation continue with rising wages?
February 07, 2024
Pet economy
A look at 25 pet-themed stocks
Based on the scoring table, the company that is most undervalued is Tokyo-listed Anicom Holdings.
January 26, 2024
Commodities
Living off the fat of the land
"“In a portfolio, we believe energy stocks can serve as a good hedge against both geopolitical and inflation risks."
October 26, 2023
Tong's Portfolio
The limitations of our knowledge narrow our windows of opportunity
The Malaysian Portfolio far outperformed both the Global Portfolio and MSCI World Net Returns Index.
February 23, 2023
Global stocks
Allocating our 10 stock picks for 2023
Our 2023 portfolio started on Jan 30 with US$202,154 ($263,670).
February 03, 2023
Special Feature
The art of investing - bridging the accessibility gap for the masses
Investing, which was once seen as unapproachable by the majority, is now almost regarded as a necessity and with good reason.
December 16, 2022