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capital outflows
Tong's Portfolio
Understand the causes to treat the symptoms
Easy, short-term remedies without addressing underlying problems have long-term consequences that ultimately compound the pain.
June 09, 2022
Property
Singapore home prices have bottomed, Hong Kong's are ‘crazy’: BNP says
SINGAPORE (Sept 27): Singapore home prices have reached a bottom and will rebound, while Hong Kong’s “crazy” housing market will continue to defy gravity, according to BNP Paribas SA.
September 27, 2017
Currencies
Asia's carry-trade darling haunted by politics as Fed hikes loom
KUALA LUMPUR (March 30): Indonesia’s rupiah could reverse gains that made it emerging Asia’s top performer in 2016 as some of the currency’s key supports risk turning into Achilles heels.
March 30, 2017
China Focus
Pimco says China needs to get tougher in cat-and-mouse debt game
BEIJING (Feb 24): Beijing’s “cautious tightening signals” are largely being ignored by banks and at the local level, where attention is focused on maintaining steady economic growth, especially with key Communist Party meetings looming this year, ac
February 24, 2017
China’s efforts to stem capital outflows are starting to pay off
(Jan 15): China’s campaign to stop cash flooding out of the country is showing some success.
January 25, 2017