bullish

Taiwan: Rates to Buck Global Loosening as Growth Stays Robust and Inflation Too High

Prasenjit has highlighted this Insight as a Top Pick
192 Views14 Aug 2024 22:35
Taiwan's RGDP growth outpaced the PRC's for the past 3 quarters, and inflation (2.52%YoY in Jul'24) will require a 12.5bp rate hike. Despite rich valuations, we would stay Overweight (tech focused).
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