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Tong's Portfolio
Tong's Portfolio
Only investors in the largest REITs fared better than bank deposits
REITs are expected to regain their appeal to yield seekers when global interest rates start to decline.
May 30, 2024
Tong's Portfolio
The stocks in our Malaysian portfolio, and why they are there
Last week’s gains lifted total portfolio returns to 213.5% since inception, outperforming the benchmark index, which is down 11.3%
May 23, 2024
Tong's Portfolio
We repeat … the secular declines in inflation and interest rates have ended
Brace for higher-for-longer interest rates, for more reasons than only CPI.
May 09, 2024
Tong's Portfolio
How the Absolute Returns Portfolio is performing one month since inception
Tencent Holdings is, by far, the top performer in our portfolio, chalking up 19.6% gains from our initial cost.
May 02, 2024
Tong's Portfolio
The global economy and investment opportunities as we see it
Over-expansion in private credit leads to financial crisis.
April 26, 2024
Tong's Portfolio
Higher-for-longer inflation and interest rates — and what it means for equities and currencies
The secular inflation and interest rate decline is reversing.
April 18, 2024
Tong's Portfolio
Allies today, enemies tomorrow: Relative prosperity of a nation drives geopolitics and trade
US companies will remain the main winners of global growth and innovation, for now.
April 11, 2024
Tong's Portfolio
Time in market, not timing the market — Tong’s Absolute Returns Portfolio
Why China but not India, yet
March 27, 2024
Tong's Portfolio
A less risky route to buying China’s eventual recovery
Picking the bottom is impossible... buying at low valuations is not.
March 21, 2024