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Insights & Perspectives
Independent perspectives on markets, investments and wealth.
Yields Can Keep Rising Until Stocks Say Stop
Gavin Liu
Rising bond yields do not necessarily terminate an equity market rally in isolation. The more pertinent question is: at what yield level does the repricing of equities become unavoidable?
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Space: The Next Trillion-Dollar Industrial Revolution
The global space economy reached approximately $613 billion in 2024, and McKinsey and the World Economic Forum project growth to $1.8 trillion by 2035. Space is evolving from a standalone industry into a foundational infrastructure layer for the broader global economy. This report systematically examines the five key investment themes, core drivers, major risks, and the development roadmap for the next decade.
AI × Healthcare: The Next Trillion-Dollar Industrial Revolution
Accelerating global aging, a rising chronic disease burden, and a deepening healthcare workforce shortage are converging into an unprecedented supply-demand imbalance. AI is penetrating every node of the medical value chain — from data through diagnosis, drug discovery, clinical trials, treatment, gene editing, surgery, and outcomes monitoring. This report systematically examines the structural drivers, key segments, representative companies, and critical risks shaping this transformation.
Bitcoin Cycle Bottoming and the Restructuring of the Financial System: Regulatory Maturity, Asset Tokenisation, and the New Decade for Digital Assets
Bitcoin reached an all-time high of approximately $125,689 following the latest halving cycle, before entering a correction that took prices as low as $59,100 — a peak-to-trough decline of approximately 53%, materially below the 77%–87% drawdowns recorded in previous bear markets. Concurrently, the global digital asset regulatory architecture is transitioning from exploratory to institutionalised, while the Real World Asset (RWA) tokenisation market is forecast to reach between $1.6 trillion and $8.2 trillion by 2030. This report provides a systematic analysis of the Bitcoin four-year cycle, the evolution of regulatory frameworks, and the structural implications of RWA tokenisation for the long-term trajectory of digital asset markets.
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