10 June 2026 Emerging Asia Monitor Middle East energy shock leaves no imprint on Taiwan's export growth

Taiwan’s exports destroyed calls for stable growth, soaring by 51.7% in May, despite the Iran war.
We are upgrading our full-year GDP growth forecast to 9.6%, even higher than 2025’s pace.
Inflation breached the CBC’s 2% “red line” in May, but we are still not expecting a discount rate hike.

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