investing strategy

Special Event

Bear market rally on thin ice as geopolitics will hurt more than Covid-19, says Azure Capital’s Terence Wong

But what Wong does not understand is why six months later, global indices have bounced back from their lows, with the Dow Jones, Nasdaq and S&P 500 all jumping over 30%.

Tong's Portfolio

Cheap money chasing up stock prices

The tech sector is also widely seen to be one of the biggest beneficiaries of behavioural changes in the aftermath of the Covid-19 outbreak — such as the shift towards e-commerce.

Funds

Ex-Motley Fool crew launches Compounder Fund for long haul investors

As the name suggests, the Compounder Fund prides itself on playing the long game so that the wonders of compounding can have enough time to work its magic on the returns.

Cryptocurrency

Bitcoin staging comeback reminiscent of 2017 bubble frenzy

“Critics can disparage Bitcoin as much as they like, but it’s by far the best performing asset of the past decade,” said Antoni Trenchev, co-founder and managing director of crypto-lender Nexo. “We’re bullish about its future.”

Tong's Portfolio

How close are Bursa and SGX-listed companies to financial distress?

SINGAPORE (Apr 30): There is no question that the Covid19 pandemic and resulting restriction on movements will inflict significant economic pain on businesses on a global scale. Most government aid packages are currently focused on helping to tide small a

Deals, joint ventures & alliances

Zico Holdings joins forces with Yamada Consulting Group to fund Asean SMEs

SINGAPORE (Apr 17): The Covid-19 pandemic has rattled global markets and investor sentiments worldwide in a manner similar to the Global Financial Crisis in 2008 and Dotcom bust in the 1990s. But for Chew Seng Kok, managing director of Kuala Lumpur-based

Investing strategies

DBS CIO urges investors to stay the course, focus on 5G and infrastructure trends

The virus-led volatility has invoked memories of the 2008 Global Financial Crisis and the 2000 dotcom bust. Yet, Hou’s message is clear: This too shall pass.

US Economy

What scenarios has the US equity market priced in?

Are there scenarios in which current valuations reflect a panicked overreaction, or could investors expect further declines as the virus and economic impact spread?

Goldman Sachs Asset Management: Investment themes 2020

Emerging markets and Japan equities becoming compelling

(Jan 31): Despite 2020 looking like a year that will deliver slower growth, we expect to see a continuation of positive earnings next year, which should continue to drive performance in equities. Short-term periods of volatility remain likely, triggered b

Goldman Sachs Asset Management: Investment themes 2020

Risks have elevated but stay invested

(Jan 31): Our base case is for the global economic expansion to continue in 2020.
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