Primer: Walsin Lihwa (1605 TT) - Aug 2026
Walsin Lihwa is a diversified industrial conglomerate with leading market positions in the Greater China wire and cable market and the global...
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Taiwan Tech Weekly: US Targets Malaysia & Thailand; Wind Power Fuels Taiwan's AI Infrastructure Push
​US considering new AI chip restrictions on Malaysia and Thailand, Taiwan's offshore wind expansion driven by chip and AI boom, Intel should invest...
591 Views
EM Outperformance to Continue (Vs. EAFE) -- Add on a Pullback; DXY Needs to Hold Below $106
EM vs. EAFE ratio (local currency) shows EM has outperformed relative to EAFE since the $DXY peaked in November 2022. If the DXY remains below...
576 Views
Cautiously Optimistic on Global Equities
We are constructive on global equities and would be buyers on a pullback. A move below $77 would start to get very concerning, and would leave $75...
480 Views
US Dollar Weakness Remains A Tailwind For EM
China accounts for the vast majority of today’s recommendations. Taiwan (TAIEX) continues to be worthy of an overweight within EM, while Brazil...
433 Views