Pantheon Macroeconomics

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10th Nov 2025 10:41Emerging AsiaDaily Monitor
  • Taiwan’s exports hit a record $61.8B in October, up 49.7% yearly, driven by surging AI and US demand.
  • Investors are more uneasy as Big Tech firms ramp up AI-related capex, shifting to debt financing…
  • …A correction in tech valuations could ensue, which would culminate in a fall in Taiwan’s exports.

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Keywords for: 11 November 2025 Emerging Asia Monitor

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