
Analysis by Region - Asia Pacific - Taiwan
Description
We revised our growth forecast for Taiwan's 2025 GDP up to 4.6% y/y partially due to the stronger-than-expected Q2 GDP. The seasonal orders ahead of the holiday season and the launch of new consumer electronic devices should help sustain Taiwan's export momentum in the coming months. We also delayed our rate cut call to H2 2026 from December 2025 due to the likely sustained growth momentum in the coming quarters, albeit modest.
Table of Contents
9 Pages
- Taiwan: GDP upgraded with delayed rate cuts
- Forecast overview
- Recent developments
- Short-term outlook
- Key drivers of our short-term forecast
- Economic risk
- Economic risk evaluation
- Risk warnings
- What to watch out for
- Exposure to key global risks
- Long-term prospects
- Alternative long-run scenarios
- Background
- Economic development
- Structure of the economy
- Balance of payments and structure of trade
- Politics
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