- 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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