Deputy Chief Economist

Sharmila Whelan

Independent and original Asian investment research

Aletheia Capital

Aletheia Capital (HK) Ltd. (previously known as Asianomics) combines the extensive knowledge of its experienced team with technology and regulatory changes to disrupt Global Markets business in Asia. The firm is completely independent with no conflicts of interest either on Investment Banking advisory or Capital Markets execution.

Macroeconomics

<p>Taiwan has emerged as the surprise outperformer among Asia’s new industrialised economies. Taiwan’s economy has gone from strength to strength this year and the driver of growth for a change is not exports but rather domestic demand and in particular investment. We are optimistic about growth prospects in 2020 and remain overweight Taiwanese equities. </p>

Taiwan has emerged as the surprise outperformer among Asia’s new industrialised economies. Taiwan’s economy has gone from strength to strength this year and the driver of growth for a change is not exports but rather domestic demand and in particular investment. We are optimistic about growth prospects in 2020 and remain overweight Taiwanese equities. 

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Hong Kong Treasury (HONG KONG GOVT)

Taiwan - The Surprise Outperformer

Taiwan has emerged as the surprise outperformer among Asia’s new industrialised economies. Taiwan’s economy has gone from strength to strength this...

Sharmila Whelan

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