Macro Watch

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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Zixin Group: Riding the Wave of China’s Food Security and Agri-Tech Boom (20 Apr 25)

Zixin Group: Riding the Wave of China’s Food Security and Agri-Tech Boom (20 Apr 25) 562 296 Ernest Lim's Investing Blog

Dear all Since President Trump announced tariffs on 4 Apr 4 am (Singapore time), markets have been in a tailspin. Even the once unassailable S&P500 dropped 21.3% from 6,147 on…

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