Uploaded June 2026 | Updated September 2026, 2 weeks ago
At the start of the show today, I want to ask you something simple.
Imagine you’re looking at a scoreboard. Not a close game — a blowout. Your team is up by thirty points with two minutes left. The crowd is loud. The numbers are real. Nobody’s cheating. And yet — something about the locker room makes you wonder.
That’s Taiwan this week. Export orders up forty-seven percent year-on-year. Industrial production up nearly twelve percent — the twenty-seventh consecutive month of growth. Unemployment at its lowest level since May two thousand. UBS — one of the world’s largest banking groups — just raised its forecast for Taiwan’s economic growth this year to nine-point-nine percent. That’s not a typo. Almost double digits.
And then, in the same week, the Taiex dropped over a thousand points in a single session. Foreign institutional investors — that’s the big funds, the ones that move markets — posted the largest net sell in the history of the Taiwan Stock Exchange.
Same week. Same economy. Which is exactly what we’re looking at this week.
At the start of the show today, I want to ask you something simple.
Imagine you’re looking at a scoreboard. Not a close game — a blowout. Your team is up by thirty points with two minutes left. The crowd is loud. The numbers are real. Nobody’s cheating. And yet — something about the locker room makes you wonder.
That’s Taiwan this week. Export orders up forty-seven percent year-on-year. Industrial production up nearly twelve percent — the twenty-seventh consecutive month of growth. Unemployment at its lowest level since May two thousand. UBS — one of the world’s largest banking groups — just raised its forecast for Taiwan’s economic growth this year to nine-point-nine percent. That’s not a typo. Almost double digits.
And then, in the same week, the Taiex dropped over a thousand points in a single session. Foreign institutional investors — that’s the big funds, the ones that move markets — posted the largest net sell in the history of the Taiwan Stock Exchange.
Same week. Same economy. Which is exactly what we’re looking at this week.
