Howie Lim
- Indexed articles, last 90 days
- 4
- Latest publication
- Sep 25, 2026
- Outlet visibility, for The Business Times
- Top 50K sites
- Earliest in this view
- Aug 21, 2026
Latest articles
Bonds, oil, AI and copper - Decoding divergent signals in a shifting global economy (opens the original)
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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 ... While tech stocks soar on AI promises, financial markets are grappling with a starker underlying reality: US Treasuries hit multi-decade yield highs, oil swings unpredictably above US$100, and global debt markets face relentless structural pressure. Are investors pricing in genuine, long-term pr
Unpacking macro shifts and AI realities (opens the original)
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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. Navigating today’s turbulent economic landscape requires understanding divergent central bank policies, real-world AI cost pressures, and Asia’s critical role in tech infrastructure. In this episode of Market Focus Weekly, a podcast by The Business Times, Nicole Teo sits down with State Street’s Ninghui Liu to break down why rate hikes won’t stop inflation
What oil, yields, and AI capex boom are really telling us (opens the original)
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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. Brent crude at US$110. Bond yields at multi-decade highs. The yen whipsawing on unwinding carry trades. This isn’t background noise — it’s a market rewriting its own rulebook in real time. In this episode of Market Focus Weekly, a podcast by The Business Times, correspondent Howie Lim presses HSBC’s Herald van der Linde for answer
Stress cracks in bonds are reshaping the AI and EM story (opens the original)
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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. Markets are jittery for good reason. Asian shares are on track for weekly losses, US Treasury yields are climbing again despite a surprise buyback intervention, and oil prices just hit one-month highs amid Gulf tensions. On this week’s episode of Market Focus Weekly, correspondent Howie Lim sits down with Gary Tan, portfolio manager at Allspring
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For The Business Times, the outlet · Measured Aug 1, 2026
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