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Last week, next week

  • Paul Cavey

Paul Cavey

Jun 26, 2022

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Last week, next week

Last week, next week

Jun 13, 2025 5 min read
China – two unusual features of the export transition

China – two unusual features of the export transition

Jun 13, 2025 6 min read
Taiwan – tech boosting NIIP, but not the TWD
Public Post

Taiwan – tech boosting NIIP, but not the TWD

Data today show Taiwan's NIIP surplus dropped a little in 2023, but remained extremely large. Those assets have been accumulated via strong exports, 60% of which are now "high-technology". And yet, the TWD through April weakened, with one measure of the REER no higher than 2001.
Jun 13, 2025 1 min read
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