Wilfred Lim, BMFA Wealth Management

Wilfred Lim, BMFA Wealth Management

24 February 2021
Money and Me: Powell sanguine on inflation but are fears warranted? What would the impact be for markets?
Michelle Martin and Wilfred Lim, Executive Director, BMFA Wealth Management discuss his take on the recent talk on inflation, possible trends of digital payments rise in Asia with the debut of MC payments and the payment of order flows following the GameStop saga.

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20 January 2021
Money and Me: 2021 for investors, a commodity supercycle, de-dollarisation, underpriced global equities and value in Vietnam
Michelle Martin and Wilfred Lim, Executive Director at BMFA Wealth Management discuss what to expect for 2021 as an investor, a potential commodity super cycle, Moscow and Beijing ramping up the share of settlements in national currencies to 25 percent, the global picture for underpriced equities, value in Vietnamese equities and any geographic regions to steer away from.

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22 December 2020
Money and Me: 2021 Portfolio, Tesla on the S&P 500 and an outlook for travel, hospitality and retail sectors
Michelle Martin and Wilfred Lim, Executive Director of BMFA Wealth Management discuss main themes when crafting a 2021 portfolio. How could de-dollarisation impact 2020? They also discuss sectors to watch out for as economies reopen.

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18 November 2020
Money and Me: Does the RCEP make ASEAN an attractive investor destination? What to consider before joining the run for "value stocks" and which sectors are seeing green shoots in Singapore?
Michelle Martin speaks to Wilfred Lim, Executive Director, BMFA Wealth Management to discuss the trade competition and the broad benefits of the Regional Comprehensive Economic Partnership, stock rotations, Biden's first 100 days and the impact on value stocks and green shoots - sectors that are seeing revival with the positive vaccine news.

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6 October 2020
Money and Me: Implications of an ill US President on the market
How should investors position their portfolios given the uncertainty leading up to the elections? Could SPACS be a good defensive play? Michelle Martin speaks with Wilfred Lim, Executive Director, BMFA Wealth Management for his views.

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11 August 2020
Money and Me: A tech war, a geopolitical war and a capital war?
Michelle Martin speaks to Wilfred Lim, Executive Director at BMFA Wealth Management to discuss investor Ray Dalio's predictions for the US-China trade war, the US dollar as the reserve currency, the steadiness of gold, Cash as trash and a low dividend environment for REITs in Singapore.

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9 June 2020
Money and Me: Recovery Sectors in a Post COVID-19 World - Oil, Travel, Sports, Office Space
As oil prices fluctuate bouncing between gains and losses, gold holding its ground, investors are anticipating the impact of the re-opening of the economy on various different industries and sectors. DBS Research says the Singapore office space has reached an inflection point, what impact will this have? What are the top sectors to watch out for? Michelle Martin speaks to Wilfred Lim, Executive Director at BMFA Wealth Management to discuss.

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