Jemmy Huang

Jemmy Huang, a senior coverage analyst focused on Taiwan's financial sector, teams up with Mixo Das, an Asia equity and quant strategist, to dissect the recent 6% drop in the Taiwan dollar and its impact on regional markets. They explore Taiwan's life insurers' FX strategies amid currency volatility and the implications for equity prices in tech sectors. The duo examines cautious investor sentiments post-DeepSeek and compares Taiwan's and Korea’s equity resilience, while offering insights into emerging markets and the changing dynamics of APAC bonds.