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2025/12/1
CPTPP (Comprehensive and Progressive Agreement for Trans-Pacific Partnership) is one of the most significant regional trade agreements in the Asia-Pacific region, currently encompassing 12 major member countries and accounting for approximately 13% of global GDP. This article provides a brief overview of CPTPP’s development history, core provisions, and its distinctions from RCEP. It also explains why Taiwan has actively sought to join in recent years. However, Taiwan faces several challenges in the application process, including political pressure from China, meeting the agreement’s high standards, and achieving consensus among existing member states. These factors will significantly impact Taiwan’s prospects for successfully joining CPTPP.
# Macroeconomics
# USA
# Taiwan
# China
# Japan
# Manufacturing Industry
2025/11/4
In early November, U.S. President Trump embarked on an Asia tour, visiting several countries and achieving notable progress in both diplomacy and trade. This article outlines newly updated U.S. economic and trade policies with Malaysia, Japan, South Korea, and China. These include: strengthening cooperation with Malaysia; enhancing defense ties with Japan; deepening industrial cooperation with South Korea; and resuming trade with China, signaling a de-escalation of the U.S.-China trade war.
# Southeast Asia
# News
2025/2/10
The official unveiling of Nintendo’s next-generation console, the Switch 2, not only marks a significant hardware upgrade but also represents a strategic battle within the global technology supply chain. The Switch 2 introduces key design innovations, including enhanced chip performance, upgraded memory, and dual USB-C ports, significantly improving the gaming experience and further strengthening Nintendo’s dominance in the portable gaming market. This article also highlights key Taiwanese suppliers in the Switch supply chain, covering core assembly, memory and power modules, as well as sensor production.
# Stocks
# Fundamental Analysis
2024/10/18
Recent volatility in global stock markets has intensified due to the Bank of Japan's interest rate hike, primarily driven by the yen's appreciation and the unwinding of large-scale carry trades. In a carry trade, investors borrow low-interest yen and invest in higher-yield assets like U.S. Treasuries or U.S. equities to earn a yield differential. However, the Bank of Japan's rate hike has pushed up the yen’s exchange rate, increasing both currency and liquidity risks. This has prompted investors to swiftly unwind their positions to repay yen loans, creating selling pressure in the market. This shift has reduced the attractiveness of carry trades and impacted market liquidity.
# Trading
# Financial Lessons
# Investment
# Bank of Japan
# Monetary Policy
# Investment Strategy
