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Yiwang Lim
Oct 251 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 132 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


Global Markets Surge as Trump Pauses Tariffs, but China Escalation Clouds Outlook
Global financial markets breathed a collective sigh of relief this week as former U.S. President Donald Trump abruptly paused the...
Yiwang Lim
Apr 103 min read


EU Threatens Big Tech Levies
The EU has fired a warning shot across the Atlantic: should trade negotiations with Donald Trump’s administration fail to de-escalate...
Yiwang Lim
Apr 93 min read


When Markets Lose Their Compass: Tariffs, Uncertainty, and the Dealmaking Freeze
Tariffs, Tumult, and Tension: Wall Street’s Waning Influence Under Trump 2.0 Last week, some of the most powerful figures in global...
Yiwang Lim
Apr 83 min read


Market Turbulence Triggers Institutional Retreat from Private Equity
Recent volatility in global financial markets has prompted significant institutional investors, including pension funds and endowments,...
Yiwang Lim
Apr 72 min read


Tariff Turbulence: Junk Bond Sell-Off Signals Rising Recession Risk
The recent imposition of sweeping tariffs by President Donald Trump has ignited significant turbulence in the U.S. junk bond market,...
Yiwang Lim
Apr 62 min read


The Great Sit-Out: Why Investors Are Hoarding Cash Amid Market Volatility
April 2025 has begun with a sharp pivot in investor behaviour — one that underscores deepening scepticism about equity valuations and...
Yiwang Lim
Apr 53 min read


Tariff Tremors: US-China Trade War Reignites, Rattling Global Markets
The spectre of a full-blown U.S.-China trade war has re-emerged with force. On April 5th, Beijing announced sweeping 34% tariffs on all...
Yiwang Lim
Apr 43 min read


The Battle for Global Payments Supremacy: Europe's Digital Euro vs. US Stablecoins
Overview The global payments landscape is undergoing a seismic shift, driven by geopolitical tensions and rapid technological innovation....
Yiwang Lim
Apr 33 min read


European Banks Face Dollar Liquidity Risk Amid Geopolitical Tensions
The European Banking Authority (EBA) has sounded a subtle but significant alarm: 60 out of 267 European banks with sizeable US dollar...
Yiwang Lim
Apr 23 min read


MasOrange IPO: A Telecom Titan and PE Test for Europe’s Equity Revival
The potential initial public offering (IPO) of MasOrange, Spain's leading mobile network operator, has garnered significant attention in...
Yiwang Lim
Apr 13 min read


Wall Street Stumbles: Tariff Turmoil Triggers Worst Quarter Since 2022
The first quarter of 2025 has closed with a sharp reality check for global investors. The S&P 500 dropped 4.6%—its worst quarterly...
Yiwang Lim
Mar 313 min read


Dutch Pension Funds Bet Big on Risky Assets: A €100bn Shift to Bolster Europe’s Defence and Private Markets
Dutch pension funds are making headlines with their plan to invest €100 billion in higher-risk assets, a decision driven by the...
Yiwang Lim
Mar 303 min read


The Great European Disentanglement: A Paradigm Shift in Global Investment
The global investment landscape is undergoing a significant transformation as European investors initiate a strategic reallocation of...
Yiwang Lim
Mar 292 min read


Trump's Tariff Gambit: Assessing the Economic and Market Fallout of Protectionist Policies
The Trump administration's recent contemplation of imposing broad, elevated tariffs—potentially up to 20%—on imports from numerous...
Yiwang Lim
Mar 282 min read
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