Taiwan's market continues to lean on its tech and semiconductor engine, with the AI trade keeping the split between strong tech names and sluggish traditional sectors in place. The
Taiwan's market continues to lean on its tech and semiconductor engine, with the AI trade keeping the split between strong tech names and sluggish traditional sectors in place. The policy gap remains a live theme, as the Fed hiked while Taiwan's central bank held steady, leaving currency and capital flow questions unresolved. Geopolitical noise persists, with reports that Trump floated selling US weapons to China, though no clear market reaction has surfaced yet.
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Ezbrisk weighs each event against the market reaction and publishes a verdict with an overreaction reading. How the methodology works