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Howie Lim

Reporter · SG

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

  1. Article · Sep 25, 2026 · Howie Lim

    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

  2. Article · Sep 18, 2026 · Howie Lim

    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

  3. Article · Sep 11, 2026 · Howie Lim

    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

  4. Article · Aug 21, 2026 · Howie Lim

    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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