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Taiwan & HK: Butterfly Wings & Chaos?

Strategy Report ·David Roche ·06 May 2025

Taiwan & HK: Butterfly Wings & Chaos? Investment Conclusion. The Taiwanese dollar (TWD) and the Hong Kong dollar (HKD) are under upward pressure. There are idiosyncratic reasons for this delved into below. But the real culprit is the fall of confidence in the…

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Taiwan- Canary in the Coal Mine

Update ·QS Team ·08 Mar 2025

Taiwan- Canary in the Coal Mine The disruption of the North Atlantic Alliance and the Liberal World Order are being acted upon by Beijing. Beijing beleives that these events reinforce its conviction that democracy is too decadent to defend itself and that the US will not…

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China - The Next Wave

Archive Report ·David Roche ·17 Jun 2002

This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch.

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