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tech stocks
US stocks
Nasdaq 100 loses US$1 trillion in value — again
"It's too early to turn positive on US tech stocks." - Edmund Shing of BNP Paribas Wealth
April 11, 2022
Tong's Portfolio
Markets will be more selective in tech stock valuations as liquidity dries up
Given the magnitude of prevailing uncertainties, it is not surprising that the US Federal Reserve will try to tread cautiously.
March 10, 2022
Tech
Why the long-term outlook for global tech stocks remains positive
"We view many of the technology companies as not being part of the inflation problem, but part of the solution."
March 10, 2022
Tong's Portfolio
Tech's network effect' will create its own constraints on demand
We may now be entering the next phase, where disruptors are increasingly being disrupted themselves.
February 10, 2022
Global Markets
Temasek sells off Chinese tech stocks amid crackdown by Beijing
The decrease comes as global investors weigh whether China’s once-booming internet market remains investable
November 16, 2021
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
Tech
Big Tech’s valuations are cheapest in three years after slump
The megacap tech stocks may get cheaper still.
October 06, 2021
Tech
Big Tech welcomes global minimum tax
Better a global minimum tax than unilateral and fragmented digital services taxes.
July 09, 2021
Tech
How Zoom and other WFH tech darlings will fare when world reopens
Data from research firm Apptopia reveal how the superstar apps of the Covid-19 era are faring now in the US.
April 01, 2021
Tech
Tech stocks slowly gaining prominence in Singapore's market
Technology stocks, the lack of which made Singapore one of Asia’s worst markets this year, are starting to win more clout.
November 29, 2020