Investing in Taiwan News

Yageo Corp (TPE: 2327 / OTCMKTS: YAGOY): Powering AI with Passive Components

Taiwan-based electronic component manufacturer Yageo Corp (TPE: 2327 / OTCMKTS: YAGOY) is one of the largest passive component makers in the world helping to power AI.

To continue reading: Yageo Corp (TPE: 2327 / OTCMKTS: YAGOY): Powering AI with Passive Components

Morningstar Hong Kong & Singapore Stock of the Week (Q3 2023)

Emerging Market Stock Pick Tear Sheets (July 1-15, 2023)

Gourmet Master (TPE: 2723): Taiwan’s Rapidly Expanding Version of Starbucks

Bafang Yunji International (TPE: 2753): Turning Things Around and Expanding in HK Plus the USA

START not FAANG (GAM)

Chris Wood Of Jefferies (MPP Interview) (Off-Piste Investing)

Kyle Bass: China’s Xi Intentionally Crashing Property Market, Preparing For War (Epoch Times)

Which Countries Are Most Influenced By China? (Oilprice.com)

Asian Tigers: South Korea and Taiwan (Franklin Templeton)

Sustained Growth Slowdown in China Would Spill Over to Asia-Pacific Region and Beyond (Moody’s Talk)

Xi’s Removal of Hu Points to ‘Common Prosperity,’ not Taiwan Invasion (Asia Nikkei)

Why China Probably Won’t Invade Taiwan (Twitter Thread)

As US-China Relations Worsen, Expect Supply Chain Chaos (Freight Waves)

MOBIUS INVESTMENT TRUST: Mobius Scans Far Horizons as China Shunned – Manager Carlos Hardenberg Says he is Facing Strong Headwinds (Daily Mail)

How is TSMC Still Growing? (Asianometry)

Top Emerging Markets Hiking Interest Rates Last Week: Indonesia, UAE & More (Investing.com)

‘Winter Is Coming,’ Taiwan Warns as Exports Slow to a Crawl (Bloomberg)

Companies Draw Up Contingency Plans On Chinese Invasion Risk (ZeroHedge)

China Is Preparing To Go To War (19fortyfive.com)

Bolstering Building Blocks and Silicon Shields (Franklin Templeton)

Pelosi Is Irrelevant: China Was Already Planning An Invasion Of Taiwan (Zero Hedge)

Powell Pushing Asia Into a New Financial Crisis (Asia Times)

Economic Chaos of a Taiwan War Would Go Well Past Semiconductors (Bloomberg)

Executives Seek Briefings on Taiwan War Risk (Financial Times)

Growing Number Of CEOs Asking About Risk Of War Between China & Taiwan (Zero Hedge)

A Chinese Invasion Of Taiwan Could Unleash An Economic Disaster (1945)

Global Emerging Markets: Country Allocation Review, H1 2021 (Federated Hermes)

Taiwan’s Economy Feels Heat as TSMC Feeds Global Chip Boom (Nikkei Asia)

Global Emerging Markets: Country Allocation Review 2021 (Federated Hermes)

Taiwan’s Institutional Resilience (Franklin Templeton)

Taiwan Equities Help Drive Performance of Emerging Markets in Q3 (FTSE Russell)

Inside the US Campaign to Cut China Out of the Tech Supply Chain (Nikkei Asia)

Will Donald Trump’s Trade Crusade Ultimately Benefit Southeast Asia? (SCMP)

The Spoils of Trade War: Asia’s Winners and Losers in US-China Clash (SCMP)

Asia at a Crossroads: Demographics, Economics & Investment (State Street)

Bloomberg’s Misery Index’s Least Miserable Emerging Markets

No Improvement in Asia Pacific Corporate Payments in 2015 (Coface)

CLSA Feng Shui Index 2016 Predictions

Oppenheimer’s Leverenz Blames “Radical Collapse” in FX Markets for Poor Performance (WSJ)

Korea & Taiwan Use Renminbi for Majority of Payments with China & Hong Kong (The Asset)