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Tong's Portfolio
Tong's Portfolio
Grow foreign and local investments or be left behind
The Global Portfolio closed 2% lower for the week ended June 22. Total portfolio returns since inception now stand at 24.5%.
June 24, 2022
Books
The timeless value of value investing
Tong's Portfolio explains how our Global Portfolio outperforms MSCI World Net Return Index
March 03, 2022
Tong's Portfolio
Part 1: Why is Bursa a chronic underperformer? Capital controls imposed
This has to be THE million-ringgit question for long-suffering investors on Bursa Malaysia.
February 04, 2022
Tong's Portfolio
Inflation will stay high for longer ... but secular trends will drive prices down soon
This is shaping up to be one of the worst Januaries for the Global Portfolio in recent years.
January 27, 2022
Tong's Portfolio
SIA, a proxy for Singapore's growing strength as the Asean hub
SIA is a unique investment opportunity with a lopsided risk-return proposition.
February 19, 2021
Tong's Portfolio
What ails the Malaysian property sector
Why are many Malaysians finding homes beyond their reach, despite low interest rates?
July 03, 2020
Tong's Portfolio
Room for a further reduction in interest rates
Suffice it to say, this current breed of central bankers have evolved far beyond their traditional role as regulators and ensuring a smooth-operating financial system.
June 26, 2020
Tong's Portfolio
A short-sighted market
Yet, despite the latest bout of volatility, markets have stayed very resilient. The strength and durability of the current rally continue to confound many professional market observers.
June 19, 2020
Tong's Portfolio
The market is right about a stimulus-augmented V-shaped recovery
Stocks have continued to rise despite dismal economic data and corporate earnings, political worries and street protests in the US, renewed US-China trade war tensions as well as pandemic uncertainties.
June 12, 2020
Tong's Portfolio
From a sharing to a no-sharing economy?
The viral outbreak has instilled a fear in us — more so in some than others — the fear of friends and associates and especially of strangers.
June 05, 2020