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Chinese stocks
Tong's Portfolio
Our take (and our bets) on the global capital markets now
Where do we stand in this debate?
April 27, 2023
Tong's Portfolio
The limitations of our knowledge narrow our windows of opportunity
The Malaysian Portfolio far outperformed both the Global Portfolio and MSCI World Net Returns Index.
February 23, 2023
Global Markets
Goldman sees China stock, yuan gains extending on policy shifts
Goldman Sachs Group Inc. said Chinese stocks may rally another 15%, while the yuan is seen hitting levels last seen in April.
January 09, 2023
Global review
How the US is moving closer to delisting Chinese firms
Some big-name Chinese stocks are facing the prospect of getting booted from the NYSE and Nasdaq
March 17, 2022
China Focus
US-listed Chinese stocks resume decline while Didi Global jumps
Didi saw its shares jump 20% after Dow Jones says the firm is considering going private. Didi refuted the rumours.
July 30, 2021
Special Event
With inflation unlikely to be a threat, is value investing the way to go?
The best advice, agree all three speakers, is to stay diversified and understand what one is investing in.
May 21, 2021
Tech
Jack Ma reappears, vowing to spend more time on philanthropy
“Working hard for rural revitalization and common prosperity is the responsibility for our generation of businessmen.” - Jack Ma
January 20, 2021
US stocks
NYSE suddenly reverses plans to delist three Chinese telcos
“To implement the decision, and then four days later to backtrack -- that’s just odd.” - Travis Lundy, investment researcher.
January 06, 2021
US stocks
NASDAQ raise IPO barriers for Chinese firms
Does this spell the beginning of US-China financial decoupling?
May 19, 2020