Author: YH Wong

A recent Grab ride gave me something to think about. I was travelling with a visitor from Singapore when our driver joined our conversation. He was not an economist or market analyst, just an ordinary Malaysian trying to make a living. Yet his view was gloomy. He believes Malaysia could be heading towards a crisis….

I will be on the road for a week, so the blog will be taking a brief nap. No worries though, I am not fleeing the markets. Just stepping away for a short while and will return soon, refreshed and ready to dive back in. The recent market volatility reminded me that many investors still…

I was just talking about the importance of picking stocks with strong fundamentals in a meeting when I came across this in an email from Bespoke Investment Group. Sometimes the market has a funny way of joining the conversation. With more than 1,500 companies having reported their Q2 results on Wall Street, this is shaping…

The start of summer brought a sharp reversal in the crowded momentum and AI trade, triggering a bout of volatility in technology stocks and putting pressure on global equity markets. Then came the usual reminder that markets rarely give us just one thing to worry about. The ongoing conflict in the Middle East added another…

There was a rather interesting development in the currency markets recently one that did not make too many headlines but probably should have. The US and Japanese authorities appear to have stepped in together to support the Yen. Not through a loud, headline-grabbing intervention but through a more coordinated and, shall we say, elegant approach….

People seem to have a natural attraction to negative and sensational news. Bad news gets attention, good news is often ignored, and social media has made everyone a commentator whether they actually know what happened or not. We hear something, read a headline, see a 30-second video and suddenly we know the whole story. Sometimes…

Away from the volatile markets, I have been accommodating some visitors, one of whom is a friend from Guangzhou who was in town this past week. He has done very well for himself back home, building a successful business over the years. It shows not just in what he has achieved but in how he…

In his 1963 book “The Science of Existence and the Art of Living”, His Holiness Maharishi Mahesh Yogi states that through the practice of Transcendental Meditation (TM) techniques, over time, the conscious mind becomes familiar with the deeper levels of the mind and the subconscious mind becomes familiar with it naturally. He said he would…

While “The Big Short” investor Michael Burry is sticking with his bearish wagers even as the S&P 500 hits record highs, I spent some time on a video call with investors and partners discussing the state of the markets and, of course, our model portfolios. Many charts popped up during the discussion. Probably too many….

I picked up this simple yet deeply insightful story translated from Hindi that invites us to reflect on the unseen, subtle forces that drive the world around us, reminding us that from the simplest, most unassuming beginnings, the grandest creations can unfold. Once a master was sitting with his disciples under a huge banyan tree,…