NODX gains extend on AI cycle – DBS

NODX gains extend on AI cycle – DBS

DBS economists Taimur Baig and Radhika Rao anticipate Singapore’s April 2026 non-oil domestic exports to rise 11.5% year-on-year, marking an eighth consecutive month of expansion after 15.3% in March. The performance is expected to be driven by strong electronics benefiting from global artificial intelligence demand, while non-electronics lag and petrochemicals face downside risks from Middle […]

Tech exports sustain strong growth – ING

Tech exports sustain strong growth – ING

ING analysts see Taiwan’s external demand remaining a key growth driver, led by technology exports. They expect export orders to stay very strong, even as the year-on-year rate moderates. Robust higher-tech product prices are supporting headline export values and overall growth, although they also raise import costs, tempering some of the positive impact on Taiwan’s […]

Growth outlook improves on US-China talks – DBS

Growth outlook improves on US-China talks – DBS

DBS Group Research economist Samuel Tse assesses how recent US-China talks are shaping the outlook for Chinese growth and Chinese Yuan (CNY) rates. He highlights a more constructive bilateral tone, prospects for improved US market access, and potential easing of trade frictions. Stronger exports and sector-specific agreements are seen supporting China’s economy and putting mild […]