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Winnie Hsu
Person · Geopolitics
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China's oil supply is less vulnerable to disruptions from the closure of the Strait of Hormuz compared to Japan and Korea because it secures significant supply domestically and from Russia.
Expert perspective
Winnie Hsu
Apr 17
China's first-quarter GDP grew 5% year-over-year, surpassing the estimate of 4.8% and the prior period's growth of 4.5%.
Expert perspective
Winnie Hsu
Apr 17
TSMC sources helium from the Middle East, and executives have stated that a prolonged war in the region will negatively impact the company's profits.
Expert perspective
Winnie Hsu
Apr 17
Market expectations for a Bank of Japan rate hike this month have fallen from around 50% to 30% due to uncertainty from the Iran war.
Expert perspective
Winnie Hsu
Apr 17
Following its latest results, analysts revised TSMC's price target upwards by an average of 6%.
Expert perspective
Winnie Hsu
Apr 17
Japanese companies are finding it more difficult to pass on rising import costs to consumers now because they have already raised prices over the past year.
Expert perspective
Winnie Hsu
Apr 17
China's retail sales figures came in below expectations, indicating weakness in domestic demand.
Expert perspective
Winnie Hsu
Apr 17
TSMC's capital expenditure is expected to be on the higher end of its estimated range due to strong AI-related demand.
Expert perspective
Winnie Hsu
Apr 17
Japanese companies like Sanrio are concerned about rising utility and transport costs related to higher resource prices stemming from the Iran war.
Expert perspective
Winnie Hsu
Apr 17
TSMC's gross margin beat expectations, coming in at 66%.
Expert perspective
Winnie Hsu
Apr 17
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