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09.03.26 - 05:37
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Price Controls Arrive: South Korea, Taiwan Impose Fuel Price Cap (ZeroHedge)
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Price Controls Arrive: South Korea, Taiwan Impose Fuel Price Cap
It's a bloodbath across Asian markets this morning with Asia being the world's largest oil-importing region. Based on a Goldman analysis of the impact of higher oil on real GDP growth (chart below), China is the most insulated from supply-driven oil price increases compared to other emerging Asian economies, with $15/bbl higher crude oil prices leading to 0-0.1pp lower GDP growth and 0.1-0.2pp higher headline CPI inflation. This resilience is partly due to the country's economic structure and the potential for government intervention to dampen the pass-through of global price increases to consumers. Increased oil stockpiling last year - some estimates put China's strategic oil resere at 1.5 billion barrels - and very low inflation over the past few years also make China less vulnerable to rising energy prices.
Conversely, Singapore, followed by Taiwan and Korea, will bear the brunt of it with a -1.6% hit to GDP growth and thi...
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03.03.26 - 23:31
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US investors drive record outlay in Taiwan′s equities market on the back of AI boom (SCMP)
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The Taiwan Stock Exchange has become increasingly tied to American capital, as the global artificial intelligence boom drew a record amount of US investments into the island's semiconductor-heavy equity market.
US investors currently hold a record US$668 billion worth of Taiwan equities – about 23 per cent of the exchange's total market capitalisation – after funnelling roughly US$12 billion into the market in 2025, according to BNP Paribas, citing data from Treasury International Capital – a......
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20.02.26 - 14:01
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AI Boom: US Imports More From Taiwan Than China | The Pulse 2/20 (Bloomberg)
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"The Pulse With Francine Lacqua" is all about conversations with high profile guests in the beating heart of global business, economics, finance and politics. Based in London, we go wherever the story is, bringing you exclusive interviews and market-moving scoops.
Today's guests:
Lale Akoner, eToro, Global Market Strategist; Timothy Richards, Vue Entertainment, Founder and CEO. (Source: Bloomberg)...
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17.11.25 - 13:48
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China Escalates Row With Japan Over Taiwan; Crypto Selloff | The Pulse 11/17 (Bloomberg)
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China is escalating its confrontation with Japan over Prime Minister Sanae Takaichi's comments on Taiwan, with state media threatening major countermeasures after Beijing's travel warnings raised the specter of economic retribution.
Meanwhile, the crypto market selloff shows no signs of abating, and the smallest, riskiest tokens are bearing the brunt of it.
Today's guests: Seema Shah, Principal Asset Management, Chief Global Strategist; Tal Cohen, Nasdaq President; Hala Fadel, Eurazeo, Managing Partner for Growth. (Source: Bloomberg)...
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12.11.25 - 13:13
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AI Tech Rebound on Results From Germany′s Infineon & Taiwan′s Hon Hai | The Pulse 11/12 (Bloomberg)
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"The Pulse With Francine Lacqua" is all about conversations with high profile guests in the beating heart of global business, economics, finance and politics. Based in London, we go wherever the story is, bringing you exclusive interviews and market-moving scoops.
Today's guests: Rajeev Sibal, Morgan Stanley; Themos Fiotakis, Barclays; Rajaa Mekouar, Capnor; Olivia Ferdi, Trip Drinks Co-Founder (Source: Bloomberg)...
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