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valuations
Tong's Portfolio
A bull or bear market for 2021?
We have made our position very clear in recent articles. We remain bullish on the global stock market.
February 10, 2021
Tong's Portfolio
While manufacturing and exports have largely recovered, services lag behind
The tech sector has been somewhat of a laggard of late, amid investor rotation into cyclicals.
December 04, 2020
Funds
Multi-asset allocation views: Embedding diversification in portfolios
Market pricing now implies a high degree of confidence that recession-like conditions will result across most major economies, but uncertainty remains over their depth and duration.
April 09, 2020
Broker's Calls
Buying opportunity for investors as Valuetronics hovers near 'crisis valuations'
Valuetronics has what analysts term a 'robust balance sheet' with a cash position of HK$1 billion and no debt.
March 30, 2020
Emerging Markets
What next for emerging markets?
LONDON (Dec 27): When it comes to the outlook for emerging markets in 2020, the bottom line is maddeningly simple: “It’s complicated.” There are a number of reasons for this.
December 27, 2019
Tong's Portfolio
Declining attraction of unicorn IPOs
SINGAPORE (Sept 30): This year was supposed to be the year for tech unicorns. Instead, many are getting unexpectedly strong pushback in the public market — best epitomised by the rapid unravelling of the hype and euphoria surrounding WeWork in the run-u
September 27, 2019
Investing strategies
Don't let your investing guard down in 2019, says RHB
SINGAPORE (Dec 26): RHB Research is targeting 3,300 for the Straits Times Index (STI) by end-2019 and advises investors to remain defensive amid anticipated volatility in the year ahead – by focusing on buying stocks that offer stable earnings, strong b
December 26, 2018
Global Economy
EM housing markets risk financial stress from rate hikes: Oxford Economics
SINGAPORE (Sept 6): While real house price growth remains positive on the global front, it has nonetheless slowed and there are rising risks from price declines in highly-valued markets and some emerging markets (EMs), says Oxford Economics.
September 06, 2018