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>With the US-China trade war escalating and Korean and Japanese exporters looking vulnerable to rising US protectionism, the Taiwan stock market is becoming a safe haven for investors betting on export cyclicals. The TAIEX is up almost is 3.5% so far this year, which is not much except that by comparison the Nikkei 225 is flat current year to data while the Shanghai Composite, Hang Seng and KOSPI are all down. In other words currently the TAIEX is North Asia’s best performing bourse.</p><p>We have…</p>

With the US-China trade war escalating and Korean and Japanese exporters looking vulnerable to rising US protectionism, the Taiwan stock market is becoming a safe haven for investors betting on export cyclicals. The TAIEX is up almost is 3.5% so far this year, which is not much except that by comparison the Nikkei 225 is flat current year to data while the Shanghai Composite, Hang Seng and KOSPI are all down. In other words currently the TAIEX is North Asia’s best performing bourse.We have…

Taiwan Safe Haven - All Good For Now But...