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>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 local elections has had so far had little impact on either sentiment or actual activity. China has been increasing pressure on Taipei via military, diplomatic and other coercive measures since the pro-independence DPP party swept to power in 2016. In July the ruling party accused China of hacking in to the party’s website. Earlier this year in an…</p>

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 local elections has had so far had little impact on either sentiment or actual activity. China has been increasing pressure on Taipei via military, diplomatic and other coercive measures since the pro-independence DPP party swept to power in 2016. In July the ruling party accused China of hacking in to the party’s website. Earlier this year in an…

MSCI AC Asia ex Japan Index (MXASJ INDEX)

Taiwan Economy - Motoring Along, Despite China Pressure