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Yiwang Lim
Oct 251 min read


Apple vs. SpaceX: The Battle for Satellite Supremacy in a Connected World
The competition between Apple and Elon Musk's SpaceX over satellite-based communication services has intensified, with both companies...
Yiwang Lim
Mar 272 min read


CoreWeave’s IPO: A Reality Check for the AI Hype or a Strategic Growth Play?
CoreWeave's recent initial public offering (IPO) has garnered significant attention, not only for its implications within the artificial...
Yiwang Lim
Mar 262 min read


Positioning for the Next Market Shock: What Safe Havens Still Deserve the Name?
In an increasingly unstable global financial environment, investors are rightly asking: where can capital truly be safe? For decades,...
Yiwang Lim
Mar 253 min read


UK Fintech Investors Pivot to Quality: Navigating a New Era of Selective Capital Allocation
Quality Over Quantity in a Shifting Fintech Landscape The UK’s fintech ecosystem continues to punch above its weight, with seven of the...
Yiwang Lim
Mar 243 min read


CoreWeave vs. Global Crossing: Lessons from the Dot-Com Era for AI Investors
The recent initial public offering (IPO) of CoreWeave, a cloud computing provider specializing in AI infrastructure, invites...
Yiwang Lim
Mar 232 min read


Is the Era of American Exceptionalism Fading? Why Global Investors Are Shifting Focus to Europe
The world is rebalancing—and so are portfolios. For over a decade, U.S. equities have been the centrepiece of global investment...
Yiwang Lim
Mar 223 min read


European Retail Investors Ignite 'Meme Stock' Phenomenon in Defense Sector
In a striking parallel to the 2021 GameStop saga, European retail investors are orchestrating a formidable challenge to hedge funds by...
Yiwang Lim
Mar 212 min read


Passive Investing Prevails Once More
The active vs passive investing debate has resurfaced again, following the release of the year-end 2024 SPIVA (S&P Indices Versus Active)...
Yiwang Lim
Mar 203 min read


Temasek and Warburg Pincus Target $5 Billion Valuation in GHX Divestiture
In a strategic move reflecting the current private equity (PE) landscape, Temasek and Warburg Pincus are preparing to divest their stakes...
Yiwang Lim
Mar 192 min read


Lessons from a Major M&A Collapse: The Kroger-Albertsons Debacle
The proposed $25 billion merger between U.S. grocery giants Kroger and Albertsons was poised to be a landmark deal in the supermarket...
Yiwang Lim
Mar 182 min read


Tesla's Share Price Plunge: A Windfall for Short Sellers Amidst Brand Turmoil
Over the past three months, Tesla's (TSLA) stock has experienced a precipitous decline, shedding approximately 50% of its value since its...
Yiwang Lim
Mar 172 min read


Shell’s Strategic Recalibration: Disciplined Capital, LNG Growth, and the Quest to Close the Valuation Gap
Shell's recent Capital Markets Day unveiled a strategic recalibration aimed at enhancing shareholder value while navigating the...
Yiwang Lim
Mar 162 min read


StubHub’s $16.5bn IPO: A Premium Listing or Overpriced Admission?
StubHub, the prominent online ticket marketplace, has filed for an initial public offering (IPO) on the New York Stock Exchange under...
Yiwang Lim
Mar 152 min read


KKR’s Accell Misstep: A Cautionary Tale of Pandemic-Era Private Equity Euphoria
In January 2022, KKR, a prominent US private equity (PE) firm, acquired Dutch bicycle manufacturer Accell Group for €1.8 billion,...
Yiwang Lim
Mar 142 min read


Escalating Trade Tensions: The Impending Impact on Transatlantic Alcohol Markets
The recent exchange of tariff threats between the United States and the European Union (EU) has reignited concerns reminiscent of past...
Yiwang Lim
Mar 132 min read


Private Equity's First Contraction in Decades: Navigating the Challenges Ahead
In 2024, the private equity (PE) industry experienced an unprecedented contraction, with assets under management (AUM) declining by...
Yiwang Lim
Mar 122 min read


Trade War Redux: Trump’s Tariffs and the EU’s Counterstrike – Implications for Global Markets
The recent escalation in global trade tensions, marked by President Donald Trump's imposition of 25% tariffs on steel and aluminium...
Yiwang Lim
Mar 112 min read


Tesla's Market Descent: Navigating the Intersection of Politics and Performance
Tesla, once the vanguard of the electric vehicle (EV) revolution, has recently experienced a precipitous decline in its market valuation....
Yiwang Lim
Mar 102 min read


Kantar Break-Up: Bain and WPP Pivot Amidst Weak IPO Market
The strategic decision by Bain Capital and WPP to dismantle and divest Kantar Group's assets underscores the prevailing challenges in the...
Yiwang Lim
Mar 92 min read


Hidden Capital: Chinese Investors Quietly Funnel Millions into Musk’s Private Ventures
In recent years, affluent Chinese investors have discreetly channelled substantial capital into Elon Musk's private enterprises—namely...
Yiwang Lim
Mar 93 min read


Navigating the Economic Crossroads: Tariffs, Recession Risks, and Inflationary PressuresN
In recent developments, President Donald Trump has neither confirmed nor dismissed the possibility of a recession or heightened...
Yiwang Lim
Mar 72 min read


Cristina Junqueira: Pioneering Brazil's Fintech Revolution
In the dynamic landscape of global finance, few narratives are as compelling as that of Cristina Junqueira, co-founder and Chief Growth...
Yiwang Lim
Mar 63 min read


Private Equity Faces Unprecedented Contraction: A Turning Point or Temporary Setback?
The private equity (PE) industry, long celebrated for its resilience and robust growth, encountered an unprecedented contraction in 2024....
Yiwang Lim
Mar 62 min read


Germany’s Fiscal Paradigm Shift: A Historic Debt Deal with Market-Altering Implications
Germany's recent fiscal policy shift marks a significant departure from its traditional fiscal conservatism, with profound implications...
Yiwang Lim
Mar 42 min read
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