Author: YH Wong

My posts may be a little less frequent for a while as I work on restructuring and expanding our business including some new initiatives and partnerships that I hope will create greater value for our clients and partners. There is quite a bit happening behind the scenes, so if I go quiet, it does not…

Everyone is talking about overcapacity, rising debt and the AI bubble. Fair enough. These are real concerns. However, the people who make chipmaking equipment say supply will stay tight through 2028. That doesn’t sound like a buildout that is finished. Say the big tech companies slow their CapEx growth next year. They will still be…

The best commentary I heard so far this month came from the front seat of a Grab car in Singapore. He was quiet for most of the ride but along the way he began sharing his thoughts on the meaning of life. His observation was that many Singaporeans were so busy chasing wealth and fame…

If I had been building up positions over the past several weeks, would I have felt entirely comfortable doing so? Probably not, judging by the headlines. Geopolitical tensions. Economic uncertainty. Enough reasons to send most investors running for the exits or at least hiding under the desk. Yet stocks have continued to advance, with plenty…

Having spent decades in the world of business, investments and financial markets, I have learnt that achieving success and finding fulfilment are two different things. We can spend years chasing the next opportunity, building wealth and reaching new milestones only to realise that there is more to life than what we accumulate or achieve. My…

I was discussing the AI boom with a client and the question of whether we are heading towards another bubble came up. Ray Dalio, founder of Bridgewater Associates is sounding the alarm. Heavy borrowing to fund AI infrastructure together with rising interest rates could bring the party to an end sooner than many expect. His…

I watched two Chinese films recently: Dear You and Once Upon a Time in the Middle East. Different stories. Both worth the time. Bond yields were jumping around, so stepping away from the screens felt good. There is only so much market drama one can take in a day. Then I came back to the…

Some investors have come to me lately with the same request. Sell my other profitable investments, I need cash. They put too much into private equity. Now they cannot get out of it and capital keeps being called. So the problem is real. I have seen it up close. The cure, I’m not so sure….

I was discussing portfolio construction with a potential partner recently and we landed on something more investors should pay attention to. For decades, the formula was equities for growth, bonds for protection and alternatives for diversification. It sounds sensible until markets turn ugly and everything falls together, like a group of friends who all swore…

Are you seeking a way to cultivate inner peace, reduce stress, and enhance your overall well-being? I’m thrilled to invite you to my upcoming webinar, “Transcendental Meditation for a Healthier Mind and Body,” where you will discover the transformative power of meditation. In this session, I will explore the basics of TM and discuss the…