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tech stocks
Tong's Portfolio
Tech's network effect' will create its own constraints on demand
We may now be entering the next phase, where disruptors are increasingly being disrupted themselves.
February 10, 2022
Global Markets
Temasek sells off Chinese tech stocks amid crackdown by Beijing
The decrease comes as global investors weigh whether China’s once-booming internet market remains investable
November 16, 2021
Tong's Portfolio
Our guiding principle: Absolutism within relativism in value investing
Beauty may be in the eye of the beholder, but stocks have absolute values.
November 03, 2021
Tech
Big Tech’s valuations are cheapest in three years after slump
The megacap tech stocks may get cheaper still.
October 06, 2021
Tech
Big Tech welcomes global minimum tax
Better a global minimum tax than unilateral and fragmented digital services taxes.
July 09, 2021
Tech
How Zoom and other WFH tech darlings will fare when world reopens
Data from research firm Apptopia reveal how the superstar apps of the Covid-19 era are faring now in the US.
April 01, 2021
Tech
Tech stocks slowly gaining prominence in Singapore's market
Technology stocks, the lack of which made Singapore one of Asia’s worst markets this year, are starting to win more clout.
November 29, 2020
US stocks
Dow at 30,000: Whither US tech stocks?
US tech stocks, which have helped power the gain of the market throughout this whole year, are likely to come under scrutiny.
November 27, 2020
Global Economy
Briefs
This week: See analysts' Singapore GDP estimates and news on the Stock Connect linking Hong Kong's and the mainland's markets.
November 27, 2020
Tech
Tech stocks still have room to run, says US$507 billion fund
The past year is proving to be a lesson in valuing technology companies the right way.
November 25, 2020