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2023/08/11 / Erste Group Research

Conflict over Taiwan of global significance

Since Nancy Pelosi, then speaker of the US House of Representatives, visited Taiwan last summer, the issue of Taiwan's status has once again come into focus. The visit of Taiwanese President Tsai to the US in early April of this year caused the conflict between the two great powers, the US and China, to escalate further.

If one reads the reports and concept papers on which the US, EU Commission and Germany rely, two aspects take a prominent place in the scenario analysis, namely the chip industry and the Taiwan Strait.


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General information

AuthorErste Group Research
Date2023/08/11
Languageen
Product nameWeek ahead
Topic in focusMacro/ Fixed income
Economy in focusEurozone, United States
Currency in focusEuro, US Dollar
Sector in focus-
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