global portfolio

SINGAPORE (Mar 12): The list of worries is growing longer. While we remain upbeat on the health of the global economy and corporate earnings prospects, the environment is shaping up to be more challenging for investors.

SINGAPORE (Mar 5): The past 2½ months since the Global Portfolio started have been eventful, to say the least, coinciding with the first meaningful market correction after two years of historic calm.

SINGAPORE (Feb 26): Volatility has just become the new catchphrase for investors. It certainly makes for a more challenging investing environment but also presents some interesting opportunities.

SINGAPORE (Feb 19): As volatility in global equity markets extends into the second week, there is plenty of anxiety to spread around. According to Bloomberg, some US$23.8 billion ($31.5 billion) was pulled from equity funds, the bulk from exchange-traded

SINGAPORE (Feb 12): Last week’s sharp plunge in stock prices has certainly jolted investors out of the complacency that has persisted through the better part of the past two years.

SINGAPORE (Feb 5): China Sunsine Chemical Holdings has been one of our portfolio’s top-performing stocks, gaining 20.8% since we bought it just two weeks ago, thanks in part to a growing number of brokers who have since started covering the company.

SINGAPORE (Jan 29): My Global Portfolio continues to outperform the benchmark MSCI World index over the past one-week, gaining 2.8%. This brings cumulative portfolio returns to 9.8% in the five weeks since inception.

SINGAPORE (Jan 22): My Global Portfolio is exactly one month old this week. Total portfolio value is up 6.8% to US$534,186, outpacing the MSCI World index gains over this period. In fact, it has outperformed the benchmark index in three of the past four w

SINGAPORE (Dec 22): My Global Portfolio of choice as promised last week include three companies each from China and the US, and two from Japan.