TMI Snapshots:Â Taiwan Tensions Rising, Will Geopolitics Return to the Forefront in 2021?
Quantifying the magnitude of news flow on China-Taiwan tensions, we see a +2x STDEV spike in coverage of the topic. Markets may reassess risks as...
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Trump Administration Continues to Ratchet Up The Pressure
*Export Restrictions On SMIC: The US Commerce Department has reportedly imposed export restrictions on mainland China’s SMIC (largest semiconductor...
427 Views
China-Taiwan Tensions: TMI Lead Indicators Point To Escalating Risk Of Taiwan Vol Spike
TMI text-mines the global media for a large set of expressions covering various aspects of US-China frictions Media coverage of China...
407 Views
Taiwan: Recession? What Recession? A Model Democracy Combats Covid
Taiwan's industrial production has expanded in each of the last 5 months, accelerating in June 2020 to 7.3% YoY growth. This reflects the fact...
596 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...
388 Views