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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
The Addiction Epidemic: Trading, Gambling, and the Lure of High-Risk Investments
The financial world is facing a new and troubling phenomenon: the rise of compulsive trading addiction, fuelled by the pandemic-driven...
Yiwang Lim
Dec 18, 20243 min read
Nissan and Honda: Evaluating the Prospects of a Merger Amidst Industry Challenges
Nissan Motor Co., Ltd. and Honda Motor Co., Ltd., two stalwarts of the Japanese automotive industry, are reportedly in preliminary...
Yiwang Lim
Dec 18, 20242 min read
Blue Owl Co-Founder Seeks Multiway Merger to Form PE Investment Giant
The Deal: Creating a Diversified Alternative Investment Giant Michael Rees, the co-founder of Blue Owl Capital, is reportedly exploring a...
Yiwang Lim
Dec 16, 20242 min read
The London Stock Exchange Exodus: A Wake-Up Call for UK Capital Markets
The London Stock Exchange (LSE) is experiencing its most significant exodus since the 2008 financial crisis, with a staggering 88...
Yiwang Lim
Dec 16, 20243 min read
No Green Energy Cherry-Picking: The EU-UK Energy Trade Dilemma
The European Commission’s recent recommendation to deny the UK greater access to the EU electricity market has sparked significant...
Yiwang Lim
Dec 15, 20243 min read
The Blue Whale Shift: Tech Divestments Reflect AI Skepticism
In a bold move that has captured the attention of the investment community, Peter Hargreaves’ Blue Whale Growth Fund has significantly...
Yiwang Lim
Dec 15, 20243 min read
Sterling Strengthens Against Euro: A Post-Brexit Milestone in Sight
The pound sterling continues to hover near its strongest level against the euro since the seismic Brexit referendum of 2016, reflecting...
Yiwang Lim
Dec 13, 20243 min read
Investors Signal a Return to UK Equities: A Turning Point or Temporary Hiatus?
After three and a half years of persistent net outflows, UK equities witnessed a revival in November 2023, with retail investors...
Yiwang Lim
Dec 12, 20243 min read
Walgreens in Talks to Sell to Private Equity Firm
The announcement of Walgreens Boots Alliance’s (WBA) negotiations with private equity firm Sycamore Partners highlights the escalating...
Yiwang Lim
Dec 11, 20243 min read
Omnicom and Interpublic: The $13 Billion Power Play Reshaping Advertising's Future
In a landmark move poised to reshape the advertising landscape, Omnicom Group Inc. has announced a definitive agreement to acquire...
Yiwang Lim
Dec 9, 20242 min read
Equinor and Shell: Strategic Merger Signals a New Chapter for the North Sea
The UK North Sea oil and gas sector is navigating turbulent waters, with declining production, high operational costs, and an...
Yiwang Lim
Dec 8, 20243 min read
High Risks, and Big Rewards: A Deep Dive into Speculative Investing
In recent years, a striking trend has emerged among young male investors: a growing affinity for high-risk assets such as...
Yiwang Lim
Dec 7, 20243 min read
China’s Policy Shift: A New Era of Economic Stimulus?
China’s leadership has made a significant shift in its monetary policy, moving to a "moderately loose" stance for the first time since...
Yiwang Lim
Dec 7, 20243 min read
Trade Wars and Rate Cuts: Navigating Eurozone's Economic Crossroads
The European Central Bank (ECB) is poised to implement a 25 basis point reduction in its deposit rate at the upcoming December 12...
Yiwang Lim
Dec 6, 20242 min read
UK M&A Surge: A Resilient Market Leading Europe
The year-to-date value of UK-related M&A activity has reached $306.3 billion, a staggering 57% increase from the same period last year,...
Yiwang Lim
Dec 4, 20242 min read
Bitcoin’s Historic $100,000 Surge: A New Era for Crypto?
Bitcoin has reached an unprecedented milestone, breaching the $100,000 mark for the first time in its history. This record-breaking rally...
Yiwang Lim
Dec 4, 20243 min read
Reimagining Risk: The Evolution and Implications of Credit Risk Transfers
The resurgence of Credit Risk Transfers (CRTs), also known as Significant Risk Transfers (SRTs), marks a pivotal evolution in financial...
Yiwang Lim
Dec 3, 20242 min read
The Gloom About the London Market is Overdone
The London Stock Exchange (LSE) has been navigating a challenging landscape, marked by high-profile delistings and stiff competition from...
Yiwang Lim
Dec 2, 20243 min read
Venture Global’s Plaquemines LNG Plant: A Game-Changer in US Energy Markets
The US LNG market is on the cusp of a transformative phase, and Venture Global LNG is leading the charge. With its second major plant,...
Yiwang Lim
Nov 29, 20243 min read
London’s Underrated Market: Reforms, Opportunities, and a Path to Resurgence
The London Stock Exchange (LSE) has faced a slew of challenges in recent years, with delistings like Just Eat Takeaway’s secondary exit...
Yiwang Lim
Nov 27, 20243 min read
China’s Tech Talent War: Implications for the West and Investment Strategies
China's aggressive recruitment of Western tech talent, exemplified by Huawei's attempts to lure engineers from Germany's Zeiss SMT with...
Yiwang Lim
Nov 27, 20242 min read
French Markets in Turmoil: Political Deadlock and Fiscal Strain Shake Investor Confidence
France is currently grappling with a significant political and fiscal crisis, as Prime Minister Michel Barnier's proposed austerity...
Yiwang Lim
Nov 26, 20242 min read
Leveraged Loans and Dividends: The Shifting Dynamics of Private Equity Refinancing
In the wake of recent market rallies, prominent private equity firms such as Blackstone, Elliott Management, and Vista Equity Partners...
Yiwang Lim
Nov 24, 20242 min read
Bitcoin as a Strategic Reserve: A Bold Vision or Risky Bet?
In July 2024, US Senator Cynthia Lummis introduced the Boosting Innovation, Technology, and Competitiveness through Optimized Investment...
Yiwang Lim
Nov 24, 20242 min read
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