CTA Trend Picks in Taiwan, South Korea, and Japan
Trend followers are long Asian equities, but the mega-cap leaders are decelerating. If CTAs unwind, what survives? Hold strength at lower weights...
108 Views
Asia Credit - HK Weakens More, Indonesia, Taiwan Remain Strong, and Improving
Domestic credit growth HFD shows weakening figures in Hong Kong, far better figures and strong in Indonesia, and still strong, rising in Taiwan....
680 Views
Shin Kong (2888.TW) And Taishin (2887.TW) Agree to Merge, But It Isn't Clean, And It's A Bad Price
Shin Kong Financial and Taishin Financial have agreed to merge, but the Board decision and price aren't pretty. Looks a bit like a coup. And CTBC...
1.2k Views
Primer: Taishin Financial Holding (2887 TT) - Apr 2026
Transformed Business Model: Through strategic acquisitions, notably in the insurance sector, and a merger with Shin Kong Financial, Taishin has...
151 Views
TIP Customized Taiwan Select High Dividend Index Rebalance: US$7bn Trade over the Next Week
There are 8 adds and 8 deletes for the index. Estimated one-way turnover is 26.9% resulting in a round-trip trade of US$7bn. There are a few...
911 Views