global portfolio

SINGAPORE (June 4): Last November, I wrote an article questioning whether existing stock option plans were good for shareholders. I have no doubt that the theoretical proposition is valid: that if the interests of senior management are aligned with those

SINGAPORE (May 21): The Malaysian stock market reacted far better than initial prognoses by most market analysts, on the heels of the shocking — though not wholly unexpected, if the mini rally for certain stocks during the week of May 7 is any indicatio

SINGAPORE (May 14): Words cannot begin to describe how we feel, sitting here, writing this article with tears in our eyes and hope in our hearts. We had our regular piece all laid out and ready to go. But how could we not write about this incredible, unbe

SINGAPORE (May 7): Buying a high-yielding stock seems like a pretty good idea when we have heightened market volatility. For starters, companies that pay higher-than-market-average dividends tend to have mature businesses that are more defensive and hence

SINGAPORE (Apr 30): Stocks in my Global Portfolio ended mostly lower in the past one week, mirroring weakness in global equity markets. Investors are nervous when it comes to equities, particularly as worries grow over rising interest rates.

SINGAPORE (Apr 23): A strong start to the US corporate earnings reporting season is giving beleaguered stocks a much-needed boost of confidence. Worries over geopolitical tensions, trade and regulations of tech companies remain and are likely to keep vola

SINGAPORE (Apr 16): The past couple of months have been one of the most difficult periods to invest in recent times. The big price swings in both directions, which also include some huge intraday fluctuations, can be nerve-racking, especially after the ca

SINGAPORE (Apr 9): The global stock market selloff, which dragged many bellwether market indices into the red in 1Q2018, continued to hold sway as we entered the second quarter. With volatility staying elevated amid myriad uncertainties — notably on gl

SINGAPORE (Apr 2): In a week in which fears of a trade war dictated market sentiment and spurred volatility, news of homegrown ride-hailing service provider Grab buying out Uber’s operations in eight Southeast Asian countries came as a welcome change. A

SINGAPORE (Mar 26): This has been another eventful week for global stock markets. Crucially, I wonder if this is not the turning point in terms of regulation for many big tech companies, an industry that has thus far thrived with minimal oversight. Are di