Region – Korea and Taiwan chart pack
In slides laying out a comparison with Korea, we argue that Taiwan's macroeconomy is close to a structural break to the upside. An export recovery that is as strong as has been priced in by equities would likely be the tipping point.
![Region – Korea and Taiwan chart pack](/content/images/size/w2000/2024/05/Taiwan--Exports-and-equities----YoY-1.png)