inflation Archives – Ernest Lim's Investing Blog

Feb 22, 2026
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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) https://ernest15percent.com/wp-content/uploads/2026/02/Hang-Seng-Tech-ETF-chart-22-Feb-26.png 1835 913 Ernest Lim's Investing Blog Ernest Lim's Investing Blog https://ernest15percent.com/wp-content/uploads/2026/02/Hang-Seng-Tech-ETF-chart-22-Feb-26.png Feb 22, 2026 Feb 22, 2026

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…

Oct 23, 2023
598 Comments

Markets hit by selling pressure. Is it time to BUY? (23 Oct 23)

Markets hit by selling pressure. Is it time to BUY? (23 Oct 23) https://ernest15percent.com/wp-content/uploads/2023/10/Chart-2_Shanghai-Composite-index-tests-18-year-support-line.png 1228 584 Ernest Lim's Investing Blog Ernest Lim's Investing Blog https://ernest15percent.com/wp-content/uploads/2023/10/Chart-2_Shanghai-Composite-index-tests-18-year-support-line.png Oct 23, 2023 Aug 25, 2025

Dear all It has been some time since I last wrote an article on market outlook. I have been extremely busy for the past three months where I have been…

Jul 03, 2023
285 Comments

Lendlease Reit – Under-appreciated reit; yields >7% per annum! (3 Jul 23)

Lendlease Reit – Under-appreciated reit; yields >7% per annum! (3 Jul 23) https://ernest15percent.com/wp-content/uploads/2023/07/Fig-1_Lendlease-reit-ANR-28-Jun-23.png 1049 525 Ernest Lim's Investing Blog Ernest Lim's Investing Blog https://ernest15percent.com/wp-content/uploads/2023/07/Fig-1_Lendlease-reit-ANR-28-Jun-23.png Jul 03, 2023 Aug 25, 2025

Dear all Lendlease Reit (“Lendlease”) caught my attention as according to consensus, it offers a potential dividend yield of around 7.1% in each of FY23F and FY24F (financial year ends…

Jun 09, 2023
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Comfort Delgro closed at $1.03, lowest last seen on 18 Mar 2004! (9 Jun 23)

Comfort Delgro closed at $1.03, lowest last seen on 18 Mar 2004! (9 Jun 23) https://ernest15percent.com/wp-content/uploads/2023/06/Figure-1_Analyst-target-price-for-Comfort-Delgro-8-Jun-23.jpg 1037 604 Ernest Lim's Investing Blog Ernest Lim's Investing Blog https://ernest15percent.com/wp-content/uploads/2023/06/Figure-1_Analyst-target-price-for-Comfort-Delgro-8-Jun-23.jpg Jun 09, 2023 Aug 25, 2025

Dear all Comfort Delgro (“CD”) closed at $1.03 today. Based on Bloomberg, this was the lowest close last seen on 18 Mar 2004. The main reason cited for this recent…

Feb 26, 2023
314 Comments

U.S & European stocks logged their largest weekly falls for 2023. What’s next for the equity markets? (26 Feb 23)

U.S & European stocks logged their largest weekly falls for 2023. What’s next for the equity markets? (26 Feb 23) https://ernest15percent.com/wp-content/uploads/2023/02/Chart-1_SP500-chart-26-Feb-23.png 1858 943 Ernest Lim's Investing Blog Ernest Lim's Investing Blog https://ernest15percent.com/wp-content/uploads/2023/02/Chart-1_SP500-chart-26-Feb-23.png Feb 26, 2023 Aug 25, 2025

Dear all With reference to my writeup published on 30 Jan 2023 (click HERE), where I mentioned I would be cautious in the overall markets, especially after a sharp run…

Jan 31, 2023
12 Comments

Nasdaq has soared 14% in 1 month! Should we chase this rally? (30 Jan 23)

Nasdaq has soared 14% in 1 month! Should we chase this rally? (30 Jan 23) https://ernest15percent.com/wp-content/uploads/2023/01/Chart-1_600329-CH-stock-price-for-the-past-3-odd-years.jpg 1186 750 Ernest Lim's Investing Blog Ernest Lim's Investing Blog https://ernest15percent.com/wp-content/uploads/2023/01/Chart-1_600329-CH-stock-price-for-the-past-3-odd-years.jpg Jan 31, 2023 Aug 25, 2025

Dear all It has been a busy January. As you are aware, I have kept my powder dry by taking it slow and easy in Dec and have taken some…

Dec 03, 2022
44 Comments

Nov has been a fantastic month for equities! What’s next? (3 Dec 22)

Nov has been a fantastic month for equities! What’s next? (3 Dec 22) https://ernest15percent.com/wp-content/uploads/2022/12/Table-1_Highlighted-companies-on-my-blog-and-their-performance-3-Dec-22.png 564 253 Ernest Lim's Investing Blog Ernest Lim's Investing Blog https://ernest15percent.com/wp-content/uploads/2022/12/Table-1_Highlighted-companies-on-my-blog-and-their-performance-3-Dec-22.png Dec 03, 2022 Aug 25, 2025

Dear all With reference to my writeup published on 25 Oct (click HERE), where markets seem to be plagued with various negative news, I pointed out that Dow may have…

Oct 25, 2022
67 Comments

Dow seems to have formed a bullish double bottom formation (25 Oct 2022)

Dow seems to have formed a bullish double bottom formation (25 Oct 2022) https://ernest15percent.com/wp-content/uploads/2022/10/Figure-1_UOB-analyst-target-price-25-Oct-22.png 589 586 Ernest Lim's Investing Blog Ernest Lim's Investing Blog https://ernest15percent.com/wp-content/uploads/2022/10/Figure-1_UOB-analyst-target-price-25-Oct-22.png Oct 25, 2022 Aug 25, 2025

Dear all Talk to anyone and I guess at least 50% of them are shaking their heads. Some of their usual concerns are a) Anxieties on the economy and their…

Sep 04, 2022
5 Comments

How to begin your investment journey? (22 Aug 22)

How to begin your investment journey? (22 Aug 22) https://ernest15percent.com/wp-content/uploads/2022/09/Brokerage-Types.png 1024 600 Ernest Lim's Investing Blog Ernest Lim's Investing Blog https://ernest15percent.com/wp-content/uploads/2022/09/Brokerage-Types.png Sep 04, 2022 Aug 25, 2025

Dear all I am reproducing this article in its entirety. This article first ran on Manulife US REIT’s thought leadership column, Viewpoints, which publishes regular content on the U.S. economy and the office…

Aug 09, 2022
524 Comments

Numerous trading opportunities as Singapore corporates report results (9 Aug 2022)

Numerous trading opportunities as Singapore corporates report results (9 Aug 2022) https://ernest15percent.com/wp-content/uploads/2022/08/Table-1_Top-ten-stocks-sorted-by-total-potential-return-29-Jul-22.png 869 293 Ernest Lim's Investing Blog Ernest Lim's Investing Blog https://ernest15percent.com/wp-content/uploads/2022/08/Table-1_Top-ten-stocks-sorted-by-total-potential-return-29-Jul-22.png Aug 09, 2022 Aug 25, 2025

Dear all, Happy National Day! How has your portfolio been year to date? With reference to my writeup published on 3 Jul 2022 (click HERE), I mentioned that there are…

inflation

Tariffs Revisited: Policy Uncertainty Returns as Fed Risks Build (22 Feb 2026)

Comfort Delgro closed at $1.03, lowest last seen on 18 Mar 2004! (9 Jun 23)

U.S & European stocks logged their largest weekly falls for 2023. What’s next for the equity markets? (26 Feb 23)

Dow seems to have formed a bullish double bottom formation (25 Oct 2022)

How to begin your investment journey? (22 Aug 22)

Numerous trading opportunities as Singapore corporates report results (9 Aug 2022)

Wong Teek Son

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Wong Teek Son

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Teo Yi-Dar