We were wrong in our call last week that the visit to Taiwan by US House Speaker Pelosi would not go ahead. Our view now is that the region’s risk profile has deteriorated as a result of this visit.
SUMMARY
(Sign Up to Access)
Begin exploring Smartkarma's AI-augmented investing intelligence platform with a complimentary Preview Pass to:
Unlock research summaries
Follow top, independent analysts
Receive personalised alerts
Access Analytics, Events and more
Join 55,000+ investors, including top global asset managers overseeing $13+ trillion.