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Asia Analytica
Tong's Portfolio
Opportunities and risks for 2024
US economy and companies have outperformed in the long run, underpinned by a free market.
January 04, 2024
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
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