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Yiwang Lim
1 day ago1 min read


DoorDash to Acquire Deliveroo in £2.9bn Deal: Strategic Scale or Last Resort?
A major shake-up in food delivery: San Francisco-based DoorDash has agreed to acquire UK-listed Deliveroo for £2.9 billion, paying 180p...
Yiwang Lim
May 42 min read


Anysphere’s $9bn Leap: What Cursor’s Rise Signals About the AI Investment Landscape
Overview Anysphere, the AI start-up behind the fast-growing developer tool Cursor, has closed a $900mn funding round led by Thrive...
Yiwang Lim
May 33 min read


The Rise of Specialised AI
The AI landscape is undergoing a significant transformation, moving away from centralised, general-purpose models towards a more...
Yiwang Lim
May 23 min read


Navigating Liquidity Challenges: The Rise of NAV Loans in Private Equity
In the evolving landscape of private equity (PE), institutional investors, including pension funds and endowments, are increasingly...
Yiwang Lim
May 12 min read


The FCA’s Finfluencer Crackdown: A Necessary Step Towards Market Integrity
UK watchdog calls on Big Tech to step up as social media scams proliferate The UK's Financial Conduct Authority (FCA) has intensified its...
Yiwang Lim
Apr 302 min read


The Silent Exodus: How Private Equity is Reshaping Europe's Public Markets
Over the past decade, European equity markets have experienced a significant transformation. According to a report by HSBC Global...
Yiwang Lim
Apr 302 min read


Trading Triumph Amid Tariff Turmoil: UBS, Barclays, and SocGen Capitalise on Market Volatility
In Q1 2025, European banking giants UBS, Barclays, and Société Générale (SocGen) showcased remarkable resilience and adaptability,...
Yiwang Lim
Apr 282 min read


​Tesla at a Crossroads: Leadership, Profitability, and the Road Ahead​
Tesla's recent Q1 2025 earnings report, revealing a 71% drop in net income and a 9% decline in revenue, has intensified scrutiny over...
Yiwang Lim
Apr 272 min read


Darktrace’s Strategic Pivot: From Undervalued UK Tech to Global Cybersecurity Powerhouse
The recent developments at Darktrace, under the stewardship of CEO Jill Popelka, mark more than just a corporate turnaround — they serve...
Yiwang Lim
Apr 262 min read


Tech, Energy and Healthcare Power Through Disruption: Key Investment Signals from the FT's 2025 Growth Rankings
The Financial Times' 2025 ranking of the fastest-growing companies in the Americas reveals much more than just headline-grabbing compound...
Yiwang Lim
Apr 254 min read


Splice’s $50M Acquisition of Spitfire Audio: Strategic AI Play in Music Tech
In a defining move at the intersection of artificial intelligence, digital creativity and asset consolidation, music tech platform Splice...
Yiwang Lim
Apr 243 min read


​Revolut's £1bn Profit Surge: A Fintech Powerhouse Poised for Disruption​
Revolut's 2024 financial results mark a pivotal moment in European fintech. The London-based digital bank reported a 149% year-on-year...
Yiwang Lim
Apr 232 min read


​Pony.ai's Strategic Pivot Amid Geopolitical Tensions: A Deep Dive into the Robotaxi Sector's Future​
Pony.ai, a leading Chinese autonomous vehicle (AV) company, is reportedly contemplating a secondary listing in Hong Kong, less than six...
Yiwang Lim
Apr 222 min read


The Rise of Unity Advisory: A Disruption Playbook Against the Big Four
In what may become one of the most strategically significant shakeups in the UK’s professional services sector, two of the most senior...
Yiwang Lim
Apr 213 min read


FTC vs Uber: A Case Study in Dark Patterns and Regulatory Risk
On April 21, 2025, the U.S. Federal Trade Commission (FTC) filed a lawsuit against Uber Technologies Inc., alleging deceptive practices...
Yiwang Lim
Apr 202 min read


Capital Flight to Europe: German Bunds and the Euro Defy Market Norms Amid Global Uncertainty
The concurrent rally in both the euro and German government bonds (Bunds) this month represents a striking break from traditional macro...
Yiwang Lim
Apr 192 min read


​Blue Whale's Strategic Pivot: Navigating Tech Turbulence Amid Global Economic Headwinds
In a decisive move reflecting the current volatility in global markets, the Blue Whale Growth Fund, under the stewardship of Stephen Yiu,...
Yiwang Lim
Apr 182 min read


Trading Surges Ahead of Trump Family Appointments: A Case for Regulatory Scrutiny
In late 2024 and early 2025, two relatively obscure U.S.-listed companies—Unusual Machines (NYSE American: UMAC) and Dominari Holdings...
Yiwang Lim
Apr 173 min read


Tech Stocks Tumble as Nvidia Warns of $5.5bn Hit from US-China Export Curbs
A wave of risk-off sentiment swept through equity markets this week as Nvidia revealed in a regulatory filing that US export restrictions...
Yiwang Lim
Apr 163 min read


Viral Dubai Chocolate Bar Fuels Global Pistachio Shortage: A Sweet Disruption in Commodity Markets
A luxury pistachio-filled chocolate bar from Dubai has done more than tantalise taste buds — it’s sent shockwaves through the global...
Yiwang Lim
Apr 153 min read


​Alis Biosciences: Unlocking $30bn in Trapped Biotech Capital​
MY ANALYSIS: A creative deployment of distressed capital with private equity DNA Since the euphoric biotech rally of the COVID era,...
Yiwang Lim
Apr 142 min read


Temporary Tariff Relief for Tech Giants: A Precarious Reprieve Amidst Trade Turmoil
Strategic Volatility or Self-Inflicted Shock? In a recent development, President Donald Trump announced a temporary exemption from the...
Yiwang Lim
Apr 142 min read


Treasury Market Turbulence: Liquidity Crunch Signals Deeper Risk
The US Treasury market, long regarded as the bedrock of global financial stability, is exhibiting signs of significant distress. The...
Yiwang Lim
Apr 122 min read


Forging Sovereignty: British Steel, State Intervention, and the Future of UK Industrial Strategy
The UK government's decision to seize temporary control of British Steel marks a defining moment for the country’s industrial policy and...
Yiwang Lim
Apr 113 min read
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