Howie Lim

Are markets pricing in reality — or just riding the hype of treasury yields at 20-year highs, oil swinging wildly above US$100 and gold sliding while copper soars? Howie Lim finds out from Desmond Fu ...

Is the AI boom hitting a funding wall? State Street’s Ninghui Liu explains rising rates, Japan’s bond yields and China’s open-source AI push.

Is the market about to break? Oil's past US$110, bond yields are surging, and the yen carry trade is unwinding — Howie Lim and HSBC's Herald van der Linde explain why.

Bond stress, oil spikes, and Japan's rate surge are rattling markets. Find out why AI valuations hinge on yields, and where smart money is heading next.

Get analysis on Fed policy, the yen, AI bifurcation, and regional market trends on this week's Market Focus Weekly.

Is the energy crisis over? Global stocks hit highs fueled by AI, while oil tumbles. Howie Lim and Oriano Lizza discuss AI's growth, USD, East Asian rally, and bond risks.

AI rally: bubble or real earnings? We debate inflation's grip and future rates amid spiking oil and a tumbling Yen. Also, are South Korea and Taiwan the new tech leaders?

Despite the ceasefire, markets persist, with oil prices nearly doubling since January. A fragile US-Iran truce caused a stock rally, but its lasting effect on Asian markets is unclear.

Wall Street indices experienced a sharp decline yesterday, with the technology-heavy Nasdaq falling 2%, driven by intensified investor selloffs of tech shares. Asian markets also retreated from their ...

Did the intricate dance between the US and China bring genuine relief or merely a temporary truce? What is mega-cap earnings and Dr Copper telling us? Pete Tan from Phillip Securities has the analysis...