Author: YH Wong

I came across this in the media, and it serves as a timely reminder of why patience is still one of the most undervalued traits in investing. When markets go through a rough patch as they inevitably do, many investors instinctively reach for the sell button as if it were a fire alarm. The truly…

One of the popular themes I have come across repeatedly in my career is decoupling. Well, the idea that investors can reduce reliance on US assets by shifting into fundamentally strong Asia and emerging economies. It is a theme that sounds attractive. Invest where growth is faster and valuations are cheaper. After 30 years in…

Everyone I know is talking about it. Warren Buffett will retire as CEO of Berkshire Hathaway at the end of 2025, after an incredible 60-year run. The 94-year-old made the announcement at the company’s annual meeting over the weekend, naming vice-chair Greg Abel as his successor. Apparently, neither Abel nor anyone on the board saw…

In early April 2025, President Donald Trump introduced a sweeping new round of tariffs on the world and marked a significant escalation in the long-running trade war between Washington and Beijing. The move jolted markets and policy circles alike, leaving analysts, investors, and world leaders scrambling to understand the full implications. Is the US truly…

I’m posting this again and honestly, there is no harm in repeating it (unlike checking your phone every 5 minutes). Mobile addiction is becoming a real issue, cutting across age, background, and even battery life. So here is a gentle reminder worth sharing again. While dining at a restaurant with my family, I could not…

I’m not the most active person on LinkedIn, more of a quiet observer who scrolls now and then. I do make new connections occasionally (selectively, of course). At the risk of upsetting some people, LinkedIn can sometimes feel like a stage where many are more interested in “showing off” than sharing real insights or adding…

Things were going well, then along came Tariff Man. According to a news update that crossed my desk this week, the US economy shrank during the first three months of what some have optimistically dubbed America’s new “golden age.” The initial read on Q1 GDP showed a 0.3% contraction, modest but notable. The culprit? Mostly…

It is Labor Day in many countries, a public holiday to celebrate work by… not working. Still, I’m back writing after a stretch of meetings and heavy work. You may have noticed by now that I can work from anywhere and anytime despite having a perfectly respectable workplace somewhere in the city centre. Well, this…

I will be taking a short break from blogging as I will be busy accommodating visiting partners and clients which mostly means lots of meetings, plenty of coffee or tea, and pretending my calendar is under control. While the financial press still chases clicks, we stay focused on what truly matters. These meetings come at…

Ray Dalio is one of the brightest minds of our time, a person whose insights I always follow closely. His wealth of knowledge, accumulated through decades of experience, is something I constantly look to for learning and personal growth. While working on my presentation, I came across another article from him worth reading as tariff…