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Tong's Portfolio
Tong's Portfolio
The ringgit will do a lot better with the ‘right’ stories
A plausible story can triple current account surplus and double net forex reserves.
March 14, 2024
Tong's Portfolio
Can the superheroes, the ‘Magnificent Seven’, hold up the bull market?
The Magnificent Seven now accounts for almost 30% of the total market cap for all the S&P 500 companies.
March 07, 2024
Tong's Portfolio
Secular decline in ringgit’s value due mainly to falling relative competitiveness
Malaysians, by and large, do not want confrontation.
March 02, 2024
Tong's Portfolio
Is residential property in Malaysia a good investment?
Investing in real estate is also about the country’s macro management, take Singapore for example.
February 23, 2024
Tong's Portfolio
Our 2024 stock picks and past performances
Over the past nine years, our top 10 portfolios have on average, far outperformed the FBM KLCI.
February 07, 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
Tong's Portfolio
Why y-o-y real wages in the US may be rising, yet its standard of living may have fallen — a statistical mirage
Surveys routinely show inflation and pessimism over the health of the economy topping the people’s concerns.
February 01, 2024
Tong's Portfolio
Education was, is and always will be the great equaliser
That the 20th century was both the American Century and the Human Capital Century was no historical accident.
January 25, 2024
Tong's Portfolio
Economic policies in Malaysia are dictated by politics — why they fail
Malaysians are, on average, adequately paid relative to living costs.
January 18, 2024
Tong's Portfolio
Malaysia’s 5G is now one of the world's best, thanks to the unconventional SWN
For Malaysians, it is estimated the cost for 5G by DNB for a SWN is 13 sen per GB.
January 11, 2024