Tong's Portfolio

SINGAPORE (Dec 9): Our big bet on Alibaba Group Holding is starting to pay off. For much of the past two years, the stock performance has been lacklustre despite rising sales and profits. Investor sentiment was affected by worries over the worsening trade

SINGAPORE (Dec 2): The Global Portfolio continued to perform very well, gaining 2.7% last week, far ahead of broader market gains. To quickly recap, we have made quite significant changes to the portfolio in recent weeks, which are paying off. We have pre