Country: TW | Published: 2026-09-20
Taiwan's macro picture stays constructive, with the central bank holding rates steady while sharply raising its 2026 growth and inflation forecasts and calling AI-driven inflation
Taiwan's macro picture stays constructive, with the central bank holding rates steady while sharply raising its 2026 growth and inflation forecasts and calling AI-driven inflation manageable. Local commentary points to AI investment demand spreading through the supply chain, keeping the medium-term equity uptrend intact, and export momentum continues to lead on the back of that same AI tailwind. Labor groups are pushing for a minimum wage increase, a thread worth watching as the growth story broadens.