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Reeves blinked on income tax and chose fiscal drag instead
(UPDATED) The Budget on 26 November 2025 delivered around £26bn of tax rises, but not via the headline rate hike Starmer was telegraphing earlier in the month. The Chancellor instead extended frozen thresholds to 2030-31 and stitched together a "smorgasbord" of smaller measures. Tax-to-GDP is heading to a post-war high of 38%. Fiscal headroom doubled to around £22bn, which is still only 0.6% of GDP and thin against forecast volatility. The detail is where it bites: 2pp uplift
Yiwang Lim
Oct 25, 20253 min read
CATL’s Hong Kong Listing: a US $4 Billion Charge into Europe
Contemporary Amperex Technology Ltd (CATL) is poised to raise up to HK $31 bn (≈US $4 bn) via a secondary listing of 118 million...
Yiwang Lim
May 12, 20252 min read
A Tactical Truce – The US-China Tariff
The 90-day agreement between the United States and China to reduce tariffs marks a significant – if temporary – détente in a trade war...
Yiwang Lim
May 11, 20252 min read
OpenAI × Microsoft: Unlocking fresh capital without losing the keys
OpenAI is renegotiating its 2019 partnership with Microsoft so it can pivot from a capped-profit LLC to a Public Benefit Corporation...
Yiwang Lim
May 10, 20254 min read
Silicon Valley's AI Reckoning: Navigating the Innovator’s Dilemma in 2025
The Disruptors Become the Disrupted In a twist worthy of Clayton Christensen himself, the giants who once redefined innovation now find...
Yiwang Lim
May 9, 20254 min read
US-UK Trade Deal: A Tactical Win or Strategic Compromise?
This week’s US-UK trade agreement marks a headline-grabbing moment in transatlantic diplomacy, but beyond the political fanfare, the...
Yiwang Lim
May 8, 20253 min read
Digitising the NHS: A £21bn Investment in the Future of UK Healthcare
The Health Foundation’s recent estimate that the NHS and adult social care will require a £21 billion investment to complete a full...
Yiwang Lim
May 7, 20253 min read
Cybersecurity Breaches in UK Retail: Implications for Insurance and Risk Management
Recent Attacks Drive Up Cyber Insurance Costs and Reassess Risk The recent cyberattacks on UK retail giants Marks & Spencer (M&S),...
Yiwang Lim
May 6, 20253 min read
OpenAI’s Governance U‑Turn: A Valuation‑Rich Case Study in Mission‑Risk Arbitrage
What just happened? OpenAI has scrapped plans to hand ultimate control of its business to a conventional for‑profit board. Instead, the...
Yiwang Lim
May 5, 20252 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 4, 20252 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 3, 20253 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 2, 20253 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 1, 20252 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 30, 20252 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 30, 20252 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 28, 20252 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 27, 20252 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 26, 20252 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 25, 20254 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 24, 20253 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 23, 20252 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 22, 20252 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 21, 20253 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 20, 20252 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 19, 20252 min read
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