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Taiwan – TSMC, Trump and the TWD

I can't claim to have expected the 10% surge in the TWD in the last couple of days. But I have been arguing for a while that the risks of a structural appreciation of the currency were real and rising. This is a brief presentation from March that highlights the issues.

  • Paul Cavey

Paul Cavey

May 5, 2025
Taiwan – TSMC, Trump and the TWD
tw_themes_mar_25
tw_themes_mar_25.pptx
4 MB
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