Standard Chartered Bullish on Taiwan Stock Market AI Earnings Momentum; Sees Gold at $5,000
· Source: biggo.com
In short
Standard Chartered's Q4 2026 outlook highlights Taiwan's pivotal role in the global AI supply chain as a key driver of exceptional corporate earnings, making its stock market the most attractive investment in Asia. The bank maintains a bullish stance on US and Asian equities, favoring sectors impacted by AI and capital expenditure growth, and expects gold to reach $5,000 per ounce. Cathay United Bank predicts Taiwan’s listed companies' after-tax net profit to exceed NT$10 trillion next year, underpinned by soaring AI capital expenditure from global giants.
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In the issue of week 41, 2026: AI Moves Supply Chains From Planning Toward Execution, But Data and Capacity Set the Pace
Tags: Taiwan, AI, earnings, equities, capital expenditure, supply chain