Ernest’s Reflections

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Tariffs Revisited: Policy Uncertainty Returns as Fed Risks Build (22 Feb 2026)
Tariffs Revisited: Policy Uncertainty Returns as Fed Risks Build (22 Feb 2026) 1835 913 Ernest Lim's Investing Blog

Dear all Happy Chinese New Year! Gong Xi Fa Cai! I am doing my usual work preparation over the weekend so as to provide timely updates to my clients. As…

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Strong UOBKH chart
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UOB Kayhian – A key beneficiary of vibrant equity markets (16 Nov 25)
UOB Kayhian – A key beneficiary of vibrant equity markets (16 Nov 25) 1835 875 Ernest Lim's Investing Blog

Dear all, Amid the buoyant market activities, one stock comes to my mind. UOB Kayhian (UOBKH) seems to be an obvious beneficiary of a buoyant equity and capital market. UOBKH…

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S&P500 posted worst weekly drop since Covid – What should you do with your portfolio now?
S&P500 posted worst weekly drop since Covid – What should you do with your portfolio now? 1600 1018 Ernest Lim's Investing Blog

It’s been a few months since my last blog update – but rest assured, it hasn’t been quiet on my end. I’ve been actively engaging in one-on-one meetings with C-suite executives from listed companies to gain deeper insights into their business models, growth strategies, and outlook.

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