
Heather Lim
Equity Analyst
Heather Lim YR. is an equity analyst with the research team at iFAST Singapore, providing analysis and research coverage on both stocks and ETFs listed on Singapore, Hong Kong, and US markets. Her focus is on the digital economy including sectors such as cloud, cybersecurity, e-commerce, and fintech. Driven to be a good steward, Heather is passionate about investing and aims to invest in companies that, not only deliver returns but create value for the world. Heather graduated with a double degree in Bachelor of Business Administration with Honours (Finance) and Bachelor of Arts (Communications & New Media) from National University of Singapore.
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Microsoft: a resilient and high margin business
Looking to invest in a software company, and also a cloud infrastructure company? Microsoft is an attractive company with its demand resilience, and margin expansion story.

Trouble persists for Europe – downgrade to 2.5 Stars “Neutral”
The past few months have seen a deterioration of the outlook for Europe. Hence, we downgrade European equities to 2.5 stars “Neutral”.

Where to invest? Cloud computing is our pick
Cloud computing our preferred digital economy segment has seen resilience in earnings, which we expect to continue. Read on to find out why!

Not time yet – maintain 2.5 Stars “Neutral” rating for the Digital Economy
From mountain peak as Covid19 accelerated digitalisation, to lows in share prices. Have we reached the trough? Read on for our analysis of the digital economy.

2Q22 earnings: Why did Big Tech stocks pop?
Post this quarter’s earnings results, Big Tech saw a pop in the share prices – Amazon up +10%, Microsoft, Google, and Netflix up +7%. Read on to find out what drove this rally and whether or not it is sustainable.

Hello PNQI! Invest in Big Tech through this ETF
We introduce the Invesco NASDAQ Internet ETF (NASDAQ: PNQI) as an alternative for exposure to the Global Digital Economy. Read on to find out why we like PNQI.

JD.com: A market share gainer with more upside ahead!
JD.com indeed was a winner amid the regulatory crackdown having gained market share. Read on as we analyse how the business performed and the positives ahead for JD.com.

Europe: A gloomy outlook as the Russia-Ukraine war weighs on growth
The outlook for Europe looks bleak as headwinds plague the economy. Inflation and supply disruption looks sticky, with economic policies turning less supportive. With the Russia-Ukraine war heading towards a stalemate, Europe’s energy security remains at risk.

Q&A series: China Healthcare – a fast-growing and necessary sector
Healthcare is an important service for everyone globally, and with a significant aging population, China’s healthcare market stands to see strong growth ahead. Check out some of the latest insights on the KraneShares MSCI All China Health Care Index ETF.

Disney over Netflix – “Marvel over Squid Game”
Disney has been a longstanding pinnacle in the global entertainment industry, and its continued innovative spirit to keep up with technological developments is a positive. Here we initiate coverage on Disney and detail the company’s prospects.
