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Tong's Portfolio
Arrest the virus first and the markets will recover
SINGAPORE (Mar 27): The biggest hit to the global economy comes not from the virus itself but from the escalating restrictive movement measures imposed by governments. “Social distancing” is probably among the most repeated phrases these days, alon
March 27, 2020
Tong's Portfolio
We are overweight the US housing sector
The US bond market rallied strongly even as fear over the coronavirus outbreak is driving the stock market’s steep selloff.
March 06, 2020