China's Weak Domestic Demand Is Dragging Much of Asia into Recession; Stimulus No Help
It is only getting worse. China's imports contracted 8.5% YoY in May 2019 (the steepest decline in 3 years), and total vehicle sales contracted by...
657 Views
Winners as Trade Is Diverted from China: Vietnam, Taiwan, SKorea, India, S'pore, Mexico
The US has raised tariffs on US$200 billion of imports from China to 25% (from 10% previously), and initiated the process of imposing similar...
605 Views
Taiwan Investors Factor In China Recovery
It is time to go increase exposure to Taiwanese equities, if you haven’t already. Like bourses around the region, Taiwan’s stock market has...
165 Views
Taiwan - Stay Underweight
We maintain our underweight call on Taiwanese equities, even though US-China trade tensions are likely to de-escalate with the Democrats now in...
389 Views
Taiwan Economy - Motoring Along, Despite China Pressure
2Q advance GDP numbers confirm that the Taiwanese economy continues to motor along, that China’s toughening stance in the run up to the November...
428 Views