Tong's Portfolio

The world is interconnected and hence, interdependent. The coronavirus is a global problem that requires global cooperation to get it under control.

SINGAPORE (Feb 14): Over the past few weeks, we have been bombarded with blow-by-blow accounts of the coronavirus outbreak.

SINGAPORE (Feb 7): As the coronavirus outbreak continues to spread unabated, the resulting uncertainties and potential economic impact sent stock markets worldwide tumbling, before they recouped some lost ground.

Towards the end of the month, markets were once again buffetted by bad news.

SINGAPORE (Dec 9): Our big bet on Alibaba Group Holding is starting to pay off. For much of the past two years, the stock performance has been lacklustre despite rising sales and profits. Investor sentiment was affected by worries over the worsening trade

SINGAPORE (Dec 2): The Global Portfolio continued to perform very well, gaining 2.7% last week, far ahead of broader market gains. To quickly recap, we have made quite significant changes to the portfolio in recent weeks, which are paying off. We have pre