TOPIC

TAIWAN News & Analysis

Taiwan Semiconductor earnings: Outstanding guidance fueled by AI conviction
Stocks
Taiwan Semiconductor earnings: Outstanding guidance fueled by AI conviction
Our view of TSMC shares after its impressive results.
17 October 2024
Taiwan Semiconductor earnings: Negative news and upbeat guidance create entry opportunity
Stocks
Taiwan Semiconductor earnings: Negative news and upbeat guidance create entry opportunity
We continue to view Taiwan Semiconductor stock as undervalued.
19 July 2024
TSMC sinks as Taiwan tensions escalate
Stocks
TSMC sinks as Taiwan tensions escalate
Long a favourite of funds invested in the far east, TSMC is facing unprecedented pressure, but it's not just geopolitics at play
Kate Lin | 15 August 2022
3 semiconductor chip stocks worth a bite
Stocks
3 semiconductor chip stocks worth a bite
These investments will ride global demand, and two of them are undervalued.
Vikram Barhat | 07 February 2022
Why India is leading emerging Asia
Markets
Why India is leading emerging Asia
India and Taiwan record strong performances in a difficult year for many Asian economies.
James Gard | 04 August 2021
3 top stocks for Asia
Stocks
3 top stocks for Asia
Fund managers say these are the themes to consider when looking for stocks in the Asia region
Sunniva Kolostyak | 30 June 2021
The 10 best global wide-moat stocks of 2020
Stocks
The 10 best global wide-moat stocks of 2020
Do any of 2020’s top performers have gas left in the tank for 2021?
Susan Dziubinski | 23 December 2020
Emerging markets outlook 2021
Markets
Emerging markets outlook 2021
At the end of a difficult year for many emerging economies, we look at the prospects for countries such as Brazil, Russia and Taiwan.
James Gard | 21 December 2020
Asian stocks: Picking the recovery
Stocks
Asian stocks: Picking the recovery
Markets in the region have posted gains over the past month, particularly in those nations showing progress in combatting the coronavirus.
Anthony Fensom | 18 May 2020
Scaling the emerging markets landscape
Stocks
Scaling the emerging markets landscape
Lazard Asset Management's Rohit Chopra gives his take on the trade war, what he looks for in companies and where some bright spots lie.
Lex Hall | 12 September 2019