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Tong's Portfolio
Why y-o-y real wages in the US may be rising, yet its standard of living may have fallen — a statistical mirage
Surveys routinely show inflation and pessimism over the health of the economy topping the people’s concerns.
February 01, 2024
Tong's Portfolio
Education was, is and always will be the great equaliser
That the 20th century was both the American Century and the Human Capital Century was no historical accident.
January 25, 2024
Tong's Portfolio
Economic policies in Malaysia are dictated by politics — why they fail
Malaysians are, on average, adequately paid relative to living costs.
January 18, 2024
Tong's Portfolio
Malaysia’s 5G is now one of the world's best, thanks to the unconventional SWN
For Malaysians, it is estimated the cost for 5G by DNB for a SWN is 13 sen per GB.
January 11, 2024
Tong's Portfolio
Opportunities and risks for 2024
US economy and companies have outperformed in the long run, underpinned by a free market.
January 04, 2024
Tong's Portfolio
Companies that are destroying shareholder value and what can be done about it
Regulators ought to encourage activist investors who maximise shareholder value.
December 14, 2023
Tong's Portfolio
Why some stock markets perform and others don’t … and ideas to improve
The most illiquid stocks are, often, also those with the lowest free float.
December 07, 2023
Tong's Portfolio
Finally, we are investing again — added six stocks with high, resilient dividend yields
A key factor would be whether dividends are sustainable, for instance, in the event of a global economic slowdown or recession.
November 30, 2023
Tong's Portfolio
The Malaysian housing industry is efficient and competitive — the government should just focus on public housing
Could homes be built at even lower costs to further improve affordability?
November 07, 2023
Tong's Portfolio
Home ownership and affordability in Malaysia: Facts and myths
Home affordability is nowhere near crisis level as popularly narrated.
November 03, 2023