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Tong's Portfolio
Windfall profits can also be a curse to shareholders
The glove makers were, without question, the single biggest winner of all on Bursa Malaysia.
June 29, 2023
Property
Chip Eng Seng terminates sale contracts with purchasers of units in JV's proposed mixed-use development in Australia
The decision to the terminate the project was due to the "significantly rising" costs due to Covid-19 and the Russo-Ukrainian war.
July 21, 2022
Singapore economy
Singapore’s manufacturing sector sees 3.4% growth in March
Excluding the biomedical manufacturing sector, output surged by 9.7% y-o-y.
April 26, 2022
Tong's Portfolio
The price of life … and the consequences on labour mobility and the wealth-income divide
There is permanent fallout and the longer-term economic impact will differ across countries, some for better and many for worse.
January 20, 2022
Global Markets
Omicron fears ignite market selloff just as traders clear books
Omicron fears ignite market selloff just as traders clear books
December 20, 2021
Singapore economy
Singapore’s manufacturing output rebounds in October, growing 16.9% y-o-y
This marks a return to growth after the 2.2% decline in manufacturing output recorded in September.
November 26, 2021
Tong's Portfolio
The next big themes: Supply chain resilience and the end of low-wage as a competitive tool
The capacity of rich countries to spend on record fiscal stimulus has long-lasting implications.
October 28, 2021
Singapore economy
Singapore's manufacturing sector contracts in September after 10-month growth streak
The decline was no thanks to a shrinkage in the output of the biomedical segment.
October 26, 2021
Tong's Portfolio
For most investors, a passive global portfolio makes money sense
Total returns for the Global Portfolio since inception now stands at 63.4%.
August 26, 2021
Tong's Portfolio
Covid-19 drove global funds to developed markets
Clearly, not all stock markets are performing as well as those in the US.
August 19, 2021