Region – what equity markets are pricing in for exports
Updating these charts after Nvidia's results. Semis account for almost 50% of Taiwan's exports, compared with 20% in Korea. For now, that looks like a good dependence to have.
![Region – what equity markets are pricing in for exports](/content/images/size/w2000/2024/05/Screenshot-2024-05-23-at-12.15.53-PM.png)
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