In this episode 21 of Trading Matters by OCBC Securities, host Reggie Koh (aka Chief Financial Coconut) and Ho Chan Keen, Markets Analyst at OCBC Securities dive into the latest Taiwan tensions and what it means for markets. Is US House Speaker Nancy Pelosi’s visit to Taiwan a big event or a non-event? How have markets responded to the brewing tensions? Which sectors have been most impacted? And how are stocks from HKEX to SMIC impacted by these rising tensions in the Taiwan Strait? Get more exclusive market insights at www.iocbc.com/tradingmatters.

Key Themes

•  Geopolitics back to the forefront with all eyes on the Taiwan Strait

•  HKEX: US listed Chinese companies seek primary listing in Hong Kong

•  SMIC: Seen to benefit from US-China tensions