Tong's Portfolio

Suffice it to say, this current breed of central bankers have evolved far beyond their traditional role as regulators and ensuring a smooth-operating financial system.

Yet, despite the latest bout of volatility, markets have stayed very resilient. The strength and durability of the current rally continue to confound many professional market observers.

Stocks have continued to rise despite dismal economic data and corporate earnings, political worries and street protests in the US, renewed US-China trade war tensions as well as pandemic uncertainties.

The viral outbreak has instilled a fear in us — more so in some than others — the fear of friends and associates and especially of strangers.

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.

 

When an offer appears too good to be true, it usually is. We were reminded of this little bit of wisdom just this week.

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

Historically, analysts have never been very good at revising down earnings estimates, especially during crises. Worse, the current health crisis has no precedence for guidance.

(Apr 9): Five months into the Covid-19 pandemic and there remains much that we do not know about the virus. Every government is grappling with the unknown, from the most powerful nations in the world, including the US and the UK, to the smaller, emerging