China's Export Disruption Is Causing Re-Shoring of Exports to TW, VN, PH, ID
China's industrial output declined 13.5% YoY in January-February 2020, retail sales declined by 20.5% YoY, and fixed asset investment (FAI)...
354 Views
Taiwan - Implications of Ms Tsai's Landslide Win
All eyes are focussed on the coronavirus outbreak. The economic costs – whether it will be 1-2 quarters of lost spending or more – are impossible...
296 Views
Taiwan & Korea - Tracking up Nicely
We are overweight Taiwan and underweight Korea in our relative regional equity portfolio in 2020. Both Taiwanese and Korean 4QGDP beat market...
355 Views
Tsai Ing-Wen's Landslide Win Crowns the NIE-Champ Economy, and Is a Slap for Xi
Taiwan remains ideally positioned to benefit from trade diversion from China, a gradual rebound in the global semiconductor cycle, and the...
360 Views
Trump Is Winning the Trade War Vs China Hands Down, but Vietnam & Taiwan Win Too
In Jan-Oct 2019, the US bilateral trade deficit with China declined by 14.6% YoY (US$50bn) as tariffs began to bite, and US exports to China...
663 Views