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Tong's Portfolio
Tong's Portfolio
Should Malaysia force wages to rise through direct wage policy intervention?
Workers in Malaysia are lowly paid, but not underpaid.
September 28, 2023
Tong's Portfolio
‘Greedflation’, stock prices and the policy implications
The US Federal Reserve has raised interest rates at a pace not seen previously, to ease inflation back to the 2% target.
September 21, 2023
Tong's Portfolio
Right to leave domestic interest rates unchanged, but ringgit will weaken
Higher interest rates will worsen the already large fiscal deficit.
September 14, 2023
Tong's Portfolio
Chasing the small caps now will likely end in tears
The biggest spike in trading volumes and gains on Bursa Malaysia were registered for the property and construction sectors.
September 07, 2023
Tong's Portfolio
WeWork: The rise and collapse of the ‘throw enough money and it will work’ business model
WeWork eventually gained a listing on the New York Stock Exchange in October 2021, via a SPAC.
August 30, 2023
Tong's Portfolio
Targeting 45% labour share of total income for Malaysia is imprudent and without basis
The Malaysian Portfolio fell 2.2% last week, amid weaker broader market sentiment. All the stocks in our portfolio ended lower.
August 26, 2023
Tong's Portfolio
With US stocks priced to near perfection, cash will be king … again
Our issue with US stocks is that valuations remain too high, even if earnings are holding up.
August 17, 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
Battle of the Portfolios
No Santa rally yet Deep Deep did it again
Deep Deep is relentless. If it has a Terminator-like voice, it will probably say, "I'll be back. I will win it all."
January 12, 2023
Battle of the Portfolios
Can Man beat Machine in stock investing?
Join us in this AI discovery journey and may the best portfolio — man vs machine; concentrated vs diversified, win.
October 20, 2022