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Tong's Portfolio
Tong's Portfolio
GDP is a political number — what drives it is what matters
Private consumption growth has been slow relative to pre-pandemic average growth levels.
August 15, 2024
Tong's Portfolio
‘Peddling fantasies’ to push up stock valuations is not a crime
According to Musk, Tesla’s robotaxi network is “a US$5 trillion to US$7 trillion market cap situation”.
August 07, 2024
Tong's Portfolio
Urban renewal is good but outcomes hinge on integrity and good governance
How do we hold officials, especially those who are unelected, to account?
August 01, 2024
Tong's Portfolio
Do you really understand what PER in stock valuations means?
The point is, the valuation for a company and therefore, its implied PER, is not static.
July 25, 2024
Tong's Portfolio
Ringgit can strengthen near term but are we addressing the secular decline?
Meanwhile, the Absolute Returns Portfolio was up 2.5% last week, lifting total returns since inception to 5.9%.
July 18, 2024
Tong's Portfolio
5G evolution and pinky promise: Back to the past, except worse …. Why?
New government policy is setting DNB up to fail.
July 11, 2024
Tong's Portfolio
The best performance for the Malaysian stock market in a decade. Is it sustainable?
The best-performing sectors are those related to AI-data centers and property recovery themes.
July 04, 2024
Tong's Portfolio
When bad economic news stops being good stock market news — dangers ahead!
The obvious question for investors would be whether to chase this rally.
June 20, 2024
Tong's Portfolio
How does Bursa’s PN17 rule serve minority interests?
For the record, we have no vested interest in any of the stocks mentioned in this article.
June 13, 2024
Tong's Portfolio
An article for the masses ... the small-time investors and savers
Save in EPF or buy Singapore Savings Bonds.
June 06, 2024