Kenji Tay

Kenji Tay is the chief marketing officer and a co-founder of The Fifth Person. Like many of us here, he's an avid long-term investor after being forced to listen to countless two-hour investment conversations between Victor and Rusmin at the dinner table. It kinda rubs off eventually.

Analysis

Kenji Tay2 weeks ago
0

The accidental monopoly: How Singapore’s least glamourous real estate company became a high-margin cash machine

Most investors who followed Centurion Corp last year checked one box and moved on. The CAREIT IPO happened. The stock…
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Singapore

Kenji TayMarch 3, 2026
2

Built to wait: How Boustead Singapore turns time into an asset

Most investors hate waiting. Most investors like businesses that are easy to explain, grow steadily, and move with the market.…
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Analysis

Kenji TayFebruary 5, 2026
0

The Geopolitical Pivot: How a “Russian” Coffee Company Quietly Rebalanced Its Business

For much of the past three years, Food Empire Holdings (SGX: F03) has been viewed through a single dominant lens:…
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U.S.

Kenji TayJanuary 6, 2026
0

AI in 2026: The Year of “Show Me the Money”

If 2024 was the year of hype and 2025 the year of building, then 2026 will be remembered for something…
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U.S.

Kenji TayDecember 16, 2025
4

How the AI bubble may actually burst (if it ever does)

AI stocks are expensive. But expensive stocks alone don’t crash a market. Because if high valuations were truly fatal… Amazon…
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U.S.

Kenji TayDecember 2, 2025
0

When the AI hype ends: The investor playbook for what comes next

You open your app. Your portfolio is down 60%. The company you were sure would define the next decade has…
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U.S.

Kenji TayNovember 21, 2025
2

How to survive the AI hype… without missing the next Amazon

March 15, 2000. Jeff Bezos sits in his Seattle office, reading the morning headlines. The dream is over. His company’s…
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U.S.

Kenji TayNovember 14, 2025
6

Are we living through an AI bubble… or building the future?

In every bull market, the same question returns like a ghost. “Is this a bubble?” Depending on who you ask,…
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U.S.

Kenji TayAugust 22, 2025
0

Sea’s 20% surge: Why this quarter could mark the start of a very different future

Sea Limited’s latest results just lit up the market, a near-20% single-day jump, the sharpest rally in more than a…
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How To Invest

Kenji TayOctober 5, 2021
0

How to invest in Malaysia REITs for passive income – a beginner’s guide

Real estate investment trusts (also commonly known as REITs) are required to pay 90% of their earnings back to unitholders…
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