Taiwan & Morgan Stanley
12 shared events · Importance 6 · Last updated Jul 01, 2026
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Business
Taiwan: Taiwan>>>'s stock market, represented by the Taiwan Stock Exchange Capitalization Weighted Stock Index>>>, surged due to the AI boom.
Morgan Stanley: Morgan Stanley's strategist, Michael Wilson, offered an optimistic outlook on the market, suggesting the recent correction was healthy.
May 20, 2026 · 72 articles
Business
Taiwan: Taiwan's stock market is heavily influenced by TSMC, a key supplier of AI chips, indicating its importance in the AI ecosystem.
Morgan Stanley: Morgan Stanley provided estimates on big tech's spending on data centers, highlighting the significant investment in AI infrastructure.
Jun 05, 2026 · 13 articles
Business
Taiwan: Taiwan is the home country of Foxconn, the bidder. The acquisition of Kontron by a Taiwanese company may have implications for Taiwan's technology sector and cross-border investments.
Morgan Stanley: Morgan Stanley crossed a voting rights threshold in Kontron on 31 July 2026, holding 5.36% of voting rights. The change was driven by financial instruments, including equity swaps and securities lending agreements, indicating its role in the market around the offer.
Jul 06, 2026 · 22 articles
Tech
Taiwan: Taiwan is a key hub for Nvidia's supply chain, with many server makers and partners involved in manufacturing Vera Rubin systems, solidifying its role in the global AI hardware production.
Morgan Stanley: Morgan Stanley provided estimates on the increasing cost share of memory in AI platforms, highlighting the growing financial significance of HBM.
May 31, 2026 · 28 articles
Business
Taiwan: Taiwan's market, like South Korea, delivered stellar returns earlier in the year due to AI plays but is now facing concerns over the sustainability of that trade.
Morgan Stanley: Morgan Stanley analysts, including Ridham Desai, noted that India has become a larger macro asset class with defensive growth characteristics.
Jul 05, 2026 · 6 articles
International
Taiwan: Taiwan is among the 54 economies listed by the United States — United States Trade Representative that could face additional tariffs due to concerns about goods produced with forced labor.
Morgan Stanley: Morgan Stanley's Chairman and CEO, Ted Pick, met with Piyush Goyal to discuss strengthening long-term investments and institutional partnerships in India, exploring opportunities across various sectors.
May 21, 2026 · 109 articles
Business
Taiwan: One of the countries with which the U.S. runs a goods trade deficit.
Morgan Stanley: Slash their second-quarter GDP growth estimate to 2.1% from 2.5% due to trade data.
Jun 26, 2026 · 22 articles
Business
Taiwan: Taiwan's benchmark index saw significant gains, attributed to the AI stock boom.
Morgan Stanley: Morgan Stanley models an implied global oil market surplus and its head of FX EM strategy, James Lord, commented on the dollar's strength.
Apr 20, 2026 · 24 articles
Business
Taiwan: Qualified investors in Taiwan might be able to buy SpaceX shares, subject to local eligibility requirements and restrictions.
Morgan Stanley: Morgan Stanley is a co-lead underwriter for the SpaceX IPO and hosted a lunch meeting for institutional investors. Its analysts have made ambitious revenue projections for SpaceX's future.
Apr 20, 2026 · 457 articles
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