3 February 2026 Emerging Asia Monitor Taiwan Q4 GDP hits a 21st-century high; our call was spot on

Taiwan’s Q4 GDP growth surged to a blockbuster 12.7%, above the unjustifiable 8.8% consensus...
…Exports did the heavy lifting, though even we were taken aback by the rebound in consumption.
The MAS held policy steady; we see little need for tightening with imported inflation still non-existent.

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