All Taiwan articles
-
White papersOn the ground in Emerging Markets: Taiwan
Taiwan’s central role in the global semiconductor industry has driven robust economic growth as companies such as TSMC have benefited from the AI boom. But, as well as being vital to global trade and technology markets, Taiwan is also exposed to geopolitical and energy supply risks. Following a recent visit to the country, Michael Bourke, Head of Emerging Market Equities, shares his insights on Taiwan’s evolving market dynamics and geopolitical challenges.
-
White papersRegulatory Reboot Could Transform Taiwanese Insurers’ Portfolios
Big changes are in store for Taiwan’s insurance regulation—and allocations may feel the impact.
-
White papersTaiwan Semiconductor Manufacturing: Engagement case study
How we engaged with the world’s largest contract manufacturer of semiconductor chips.
-
White papersMag 7’s Asian Silicon Dragon
Taiwan’s significant growth in the technology sector solidifies its role as a key player in many global supply chains.
-
White papersDPP wins Taiwan elections: key take-aways for investors
The DPP aims to maintain the status quo in cross-strait relations but firmly opposes the 1992 Consensus and the ‘One China’ policy, including Beijing’s proposed ‘one country, two systems’ model for reunification.
-
White papersSemi Equipment: Laying Foundations for the Future
Speaker of the U.S. House of Representatives Nancy Pelosi’s recent visit to Taiwan was largely publicized—not just because of its geopolitical significance, but because it also underscored Taiwan’s importance to the global tech industry.
-
White papersTaiwan: depicting the unthinkable
Russia’s recent invasion of Ukraine has focused investors’ minds on the Taiwan issue and the People’s Republic of China’s potential approach to it. We believe that the risk of war remains low.
