Taiwan - Stay Underweight
We maintain our underweight call on Taiwanese equities, even though US-China trade tensions are likely to de-escalate with the Democrats now in...
490 Views
Taiwan Economy - Motoring Along, Despite China Pressure
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...
515 Views
Asia Pacific X Japan Portfolio Builder #5 - Taiwan AA - Avoid the ETF. Â Underweight
We would only allocate directly to the Taiwan ETF if three conditions are met - we believe that two of those three conditions are 'late-cycle' and...
258 Views
Taiex and EWT: Breakout in Taiwan?
Are Taiwan's headline index and US listed ETF breaking through a long-term resistance level? As seen in the charts below, both the Taiex and Taiwan...
275 Views
Taiwan: Exports Spearheading Economic Recovery
Low domestic demand despite economic rebound: Retail trade dipped 8.4% y/y in Feb 17, down from a 3.9% in Jan 17. The slowdown was relatively...
225 Views