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  • The Morning Call 17-Jun – Oil spillover in Asia - Updated Mon June 16, 2014

    • Top 3 data/events • Japan – May exports likely slowed; BoJ minutes unlikely to surprise • Thailand – BoT’s easing cycle is likely over • US – Housing starts likely edged lower; CPI may have continued rising • Market focus • Growth impact...

  • Taiwan – Things are looking up - Updated Fri April 18, 2014

    Latest Taiwan data shows growth momentum picking up and inflation edging higher The recent student protest is likely to have only a minimal impact on the near-term growth outlook Policy makers may consider shifting to a neutral monetary stance and...

  • Taiwan – H2 outlook for FX and rates - Updated Tue July 16, 2013

    We expect a further pick-up in domestic economic activity in H2 and a positive tech-sector outlook • USD-TWD is likely to consolidate in Q3 on TWD NEER, weaker seasonality and a stronger USD outlook • We maintain Neutral short-term and Overweight...

  • Taiwan – Outlook for the Year of the Snake [Correction] - Updated Mon March 11, 2013

    This supersedes the version dated 11 March 2013. Corrects government’s 2013 growth forecast to 3.59%. • The government has raised 2013 GDP growth to 3.59% y/y; recent data suggests an improving outlook • Tech-sector recovery will boost capex and ...

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In Media

Technology: Reshaping the global economy

Digital technology is transforming the economy and society. Adoption, not invention, has the most economic impact. Technology can lift developed countries if they embrace change. New technologies offer more opportunities than challenges for emerging markets.