Posted December 4, 2022 3:50 pm by Comments

  • South Korea and Taiwan strongly outperformed most of their peers quarter-to-date.
  • A strong US dollar and receding energy prices support solid macroeconomic fundamentals of export-oriented economies.
  • Optimism is further spurred by what we consider attractive valuations, positive outlook for the chip and materials industries despite the current demand slump.
  • Long-term supply-chain realignments could benefit both economies.
  • The primary factors driving the recent surge in relative performance appear to be: 1) Investor bargain hunting, 2) Semiconductor chips and electric vehicles (EV) market optimism, 3) Strong fundamentals READ MORE

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