Taiwan's market narrative stays layered, with geopolitical headlines doing plenty of talking while price action holds its own rhythm. Beijing's national day remarks on reunificatio
Taiwan's market narrative stays layered, with geopolitical headlines doing plenty of talking while price action holds its own rhythm. Beijing's national day remarks on reunification landed alongside a US assessment seeing an invasion as unlikely next year, a tension that keeps the risk backdrop textured rather than one-directional. Meanwhile, the domestic story is broadening, with plans for a major sea drone buildout, extra energy spending on high global prices, and Asian factory activity getting a lift from the global AI boom all feeding the island's economic pulse.
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