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%.
 - THE EDGE SINGAPORE

Books

The timeless value of value investing

Tong's Portfolio explains how our Global Portfolio outperforms MSCI World Net Return Index

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.

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.
SIA, a proxy for Singapore's growing strength as the Asean hub - THE EDGE SINGAPORE

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.
What ails the Malaysian property sector

Tong's Portfolio

What ails the Malaysian property sector

Why are many Malaysians finding homes beyond their reach, despite low interest rates?

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.

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.

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.

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.
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