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Yiwang Lim
Oct 251 min read
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Yiwang Lim
Jun 81 min read
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Yiwang Lim
Jun 71 min read
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Yiwang Lim
Jun 71 min read
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Yiwang Lim
Jun 51 min read
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Yiwang Lim
Jun 41 min read
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Yiwang Lim
Jun 31 min read


Elon Musk’s xAI: Why a US $113 Billion Tag Is More Than Just a Moon-Shot
Key numbers at a glance Metric Latest figure Context & source Secondary share sale (tender offer) US $300 mn Allows early staff liquidity...
Yiwang Lim
Jun 23 min read


Public Windows into Private Capital – Why Listed Vehicles Still Matter
Market euphoria around anything labelled “private” shows no sign of abating. Assets under management in global private markets hit $13.1...
Yiwang Lim
Jun 13 min read


Switzerland’s Currency Paradox: How the World’s Strongest Franc Still Powers Export Growth
A currency that just won’t weaken Since Bretton Woods collapsed the Swiss franc (CHF) has appreciated against every major currency....
Yiwang Lim
May 312 min read
Is Private Equity Now Trapping Capital?
The Great Exit Logjam Public markets have staged a remarkable rebound since the Covid lows – the S&P 500 is up almost 95% over five years...
Yiwang Lim
May 303 min read
EQT’s Contrarian Bet on America
When most LPs are trimming their US private-equity exposure, Stockholm-based EQT AB (€273 bn AUM) is gearing up to do the opposite....
Yiwang Lim
May 282 min read


AI-Fuelled Demand Powers Europe’s Electrification Champions
The “picks-and-shovels” trade is alive and well on this side of the Atlantic. Since the release of ChatGPT in November 2022, Schneider...
Yiwang Lim
May 272 min read


Rethinking IRR: Understanding PE's Key Metric
The headline numbers that won’t die KKR still touts a 25.5 % gross “since-inception” IRR and Apollo waves a 24 % net badge. Impressive –...
Yiwang Lim
May 262 min read


Britain’s Fintech Stumble: Can VRP Help Us Catch Up?
London used to set the global pace in payments: Faster Payments (2008) gave us near-instant transfers years before the US FedNow pilot,...
Yiwang Lim
May 253 min read


The great climate pull-back — but is it really the end of green finance?
Over the past quarter we’ve seen a procession of household-name banks temper, defer or ditch their headline net-zero targets. HSBC has...
Yiwang Lim
May 243 min read


Stay Invested, Diversify Your Bonds
Another burst of tariff headlines has knocked the S&P 500 2.6% lower on the week and pushed the 30-year US Treasury yield back through 5%...
Yiwang Lim
May 232 min read


GM’s Battery Gambit
Quick take GM is already the largest EV-battery cell maker in North America and targets a further $30/kWh cost cut in 2025 via cheaper...
Yiwang Lim
May 223 min read


OpenAI’s $6.5B Bet on Jony Ive: A Strategic Play to Redefine AI Hardware
The tech world is buzzing after OpenAI’s landmark acquisition of Sir Jony Ive’s AI hardware startup, io, in a $6.5 billion all-equity...
Yiwang Lim
May 213 min read


Builder.ai’s Insolvency & What it Means
London-based Builder.ai, once a $1.6 bn “no-code” darling backed by Microsoft and the Qatar Investment Authority, has filed for...
Yiwang Lim
May 203 min read


Why AI Won’t Save Junior Bankers From the Grind (And Why That’s a Good Thing)
Slightly different to my usual posts, but still a topic I find very interesting & relevant... The Financial Times’ recent coverage of AI...
Yiwang Lim
May 193 min read


Data is the New “D” in DCF: Navigating the Emerging Markets for AI Training Data
The AI stack has long been summarised as power + compute + data. While investors have poured capital into gigawatt-scale data centres and...
Yiwang Lim
May 183 min read


UK Banks Push to Break the Fence — BoE Weighs Smarter Ringfencing
The story so far The Bank of England’s Prudential Regulation Authority (PRA) has asked supervisors to sketch out ways of easing the UK’s...
Yiwang Lim
May 173 min read


Private Capital’s Crossroads: Smart Allocation or Strategic Misstep?
A Mispriced Opportunity with Risks Few Are Pricing Properly The UK’s recent Mansion House Accord represents a bold attempt to re-energise...
Yiwang Lim
May 163 min read


The Rise of the 'Stealthy Wealthy': Unveiling the Power of Unassuming Enterprises
In the realm of wealth accumulation, the spotlight often shines on high-profile sectors like finance and technology. However, a...
Yiwang Lim
May 152 min read
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