Pantheon Macroeconomics

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9th Feb 2026 11:18Emerging AsiaDaily Monitor
  • Taiwan’s exports soared by 69.9% in January, with AI demand still overwhelming supply…
  • ...though base effects, Lunar New Year distortion and less front-loading point to cooling ahead.
  • AI demand could soften near term, due to lack of data centre readiness and delayed deployment.

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Keywords for: 10 February 2026 Emerging Asia Monitor

independent macro research, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence