JPMorgan's Fitzsimmons Sees RBA Cutting Rates Into 2018

The transcript discusses the Reserve Bank of Australia's (RBA) potential actions and their impact on the Aussie dollar, highlighting financial stability and housing market cooling. It addresses challenges faced by the RBA, including consumer risks from higher mortgage rates and electricity prices. The discussion shifts to emerging Asia, noting positive market flows and potential currency appreciation, with a focus on Taiwan's tech cycle.

What is the current stance of central banks in Emerging Asia according to the text?

What is the outlook for Taiwan's economy as discussed in the text?