Best Case Scenario ‘Phase 1’ Deal Finalized in 1Q: SEB’s Victorino

The video discusses the impact of US trade negotiations on global markets, particularly focusing on the potential delay of a trade deal until after the US elections. It highlights the effects on emerging Asian economies and their currencies, noting the challenges faced by the semiconductor industry. Taiwan's export performance is examined, showing growth primarily due to increased exports to the US, while other regional economies remain in contraction.

What does the contraction in global semiconductor sales indicate about the market's future?

In what ways has Taiwan's export performance differed from other economies in the region?