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China-bound export growth accelerated in the latter half of 2020; in 2019, 40% of the top US-destined exporting firms in China were from Taiwan. To escape dependence, Taiwan’s long-standing electronics intermediates trade with China may need to be re-routed.
Environmental, Social and Governance (ESG) criteria have become increasingly important in global investment markets in recent years. Some $40 trillion, more than a quarter of total professionally managed assets, is now in funds that have overt ESG objectives.