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Yiwang Lim
Oct 25, 20251 min read


UK Borrowing Costs Surge Amid Gilt Market Sell-Off Following Chancellor Reeves' Budget
The UK government bond market has experienced significant turbulence following Chancellor Rachel Reeves' inaugural Budget, leading to a...
Yiwang Lim
Oct 31, 20242 min read


Budget Analysis: Will £40bn Tax Hike Truly Fix Britain’s Finances?
Rachel Reeves' recent UK budget announcement represents one of the most aggressive fiscal moves in recent memory. The £40 billion tax...
Yiwang Lim
Oct 30, 20243 min read


UK Consumer Credit Sector Faces Uncertainty After Landmark Car Finance Ruling: Are Banks Ready for a New Era of Transparency?
A recent court ruling has sent ripples through the UK’s motor finance sector, highlighting deep-seated issues with "secret" commissions...
Yiwang Lim
Oct 29, 20243 min read


Oil Prices Plunge as Middle Eastern Tensions Ease: Market Shifts Focus to Demand and OPEC+ Strategy
This past week, oil markets saw a significant shift as geopolitical tensions between Israel and Iran avoided energy infrastructure...
Yiwang Lim
Oct 29, 20242 min read


Market Overview: The Record-Breaking Rally Under Scrutiny
As we approach a pivotal earnings season for major tech players, the S&P 500 has notched record highs, riding a robust rally that...
Yiwang Lim
Oct 27, 20243 min read


UK Bond Market Braces for £300bn Borrowing Surge: What This Means for Investors
As the UK anticipates a near-record debt issuance of £300bn, the bond market faces a pivotal moment in response to an ambitious fiscal...
Yiwang Lim
Oct 26, 20243 min read


US and European Hydrogen Stocks: The Hype, the Challenges, and the Path Forward
The collapse in US and European hydrogen stocks underscores the stark challenges faced by the clean hydrogen sector. Once hailed as...
Yiwang Lim
Oct 25, 20243 min read


Investment Apps: Convenience or Risky Lure?
Investment apps have reshaped the retail investment landscape, providing unprecedented ease of access, particularly for younger, less...
Yiwang Lim
Oct 24, 20242 min read


Tesla's Q3 2023 Performance: A Sign of Strategic Pivoting Amid Challenges
Tesla’s latest earnings report reveals a complex but promising narrative for the world’s most valuable automaker, now worth $669 billion....
Yiwang Lim
Oct 23, 20242 min read


Private Equity Fees Fall: A Sign of Industry Strain and Investor Leverage
Private equity (PE) buyout fund management fees have dropped to historic lows, hitting 1.74% in 2024, according to Preqin. This marks the...
Yiwang Lim
Oct 22, 20242 min read


Gold’s Surge: Safe Haven Amid Uncertainty or a Structural Shift?
Gold has long been a reliable safe-haven asset, but the recent surge in its price signals deeper trends. As of October, gold hit an...
Yiwang Lim
Oct 21, 20243 min read


The AI Funding Frenzy: Perplexity’s $8 Billion Valuation Bid
Perplexity AI, a start-up combining search engine capabilities with AI-driven chat functionality, is targeting a hefty $8 billion...
Yiwang Lim
Oct 21, 20242 min read


Nuclear Energy Stocks Surge Amid AI-Driven Power Demand: A New Dawn for the Sector?
This week, nuclear energy stocks soared to record highs, fuelled by landmark deals between Amazon, Google, and small modular reactor...
Yiwang Lim
Oct 19, 20243 min read


EU Must Accelerate Transition to T+1 Settlement to Remain Competitive
The recent shift by the United States and Canada to a T+1 settlement cycle in May has set a new benchmark in global financial markets....
Yiwang Lim
Oct 18, 20243 min read


The Tech Sector Should Brace for Further Turbulence
The tech sector, specifically the semiconductor industry, is no stranger to volatility. Recent developments have demonstrated the...
Yiwang Lim
Oct 17, 20242 min read


There are no easy answers to the decline of UK’s AIM
The Alternative Investment Market (AIM), London’s junior stock exchange, is facing a prolonged crisis that threatens its very existence....
Yiwang Lim
Oct 16, 20243 min read


Pound Tumbles as UK Inflation Dips Below Target: Analysis of Implications for Rate Cuts and Fiscal Policy
The UK’s inflation rate fell to 1.7% in September 2023, marking the first time in three years that inflation has dipped below the Bank of...
Yiwang Lim
Oct 15, 20242 min read


Goldman Sachs Q3 2024 Earnings: A Robust Trading-Led Recovery Amid Strategic Shifts
Goldman Sachs' recent Q3 2024 results showcased a remarkable 45% jump in profits, reaching $3 billion, predominantly driven by robust...
Yiwang Lim
Oct 14, 20243 min read


Corporate Debt and the Rise of Payment-in-Kind Loans: A Double-Edged Sword for Credit Markets
As corporate debt continues to rise amidst persistent high interest rates, many highly leveraged companies are turning to private credit...
Yiwang Lim
Oct 13, 20243 min read


Falling Rates and Growing Confidence in the US Economy Drive a Bond Revival
The fixed-income market is seeing renewed interest as falling rates and growing confidence in the US economy spark record inflows into...
Yiwang Lim
Oct 12, 20242 min read


New Titans of Wall Street: How Trading Firms Outpaced Big Banks
Over the past two decades, Wall Street’s landscape has been significantly reshaped as non-bank trading firms like Jane Street, Citadel...
Yiwang Lim
Oct 11, 20244 min read


Debt Investors Face Conundrum: The Rise of Private Equity Dividend
The recent surge in dividend recapitalisations (dividend recaps) is a telling indicator of the current state of private equity (PE) and...
Yiwang Lim
Oct 11, 20244 min read


Rio Tinto’s High-Stakes Lithium Bet: Strategic Acquisition or Overpriced Gamble?
Rio Tinto’s acquisition of Arcadium Lithium for $6.7 billion positions the mining giant as a leading player in the burgeoning lithium...
Yiwang Lim
Oct 9, 20243 min read


Analysing China’s Fiscal Stimulus: Is the Market Reaction Justified?
China’s recent stock market turmoil, marked by the CSI 300's sharp 7.1% decline — the biggest single-day drop since early 2020 —...
Yiwang Lim
Oct 9, 20243 min read
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