2024 outlook 結果共13筆

依據亞洲開發銀行（ADB）4月最新公布的今年度「亞洲發展展望」（Asian Development Outlook），受惠於消費力道強勁及通貨膨脹趨緩，ADB將亞洲新興經濟體2024年的GDP年增率，從去年預估的4.8％上調到4.9％，且2025年同樣可維持在4.9％的高水準﹝見圖1﹞。在新興亞洲各國中，國內金融業長期關注的印度與東協，可說是此次經濟成長預估優於預期的關鍵。

Taiwan’s Consumer Price Index indicates a continued slowdown in inflation with a slight rise in March. The Central Bank revises its inflation forecasts as electricity and living costs surge. The public’s economic outlook remains cautiously optimistic.

Read about the latest insights from the 2024 Taiwan Business Leadership Survey by PwC Taiwan. Discover how Taiwanese business leaders are navigating challenges and opportunities in a rapidly changing economic landscape, with a focus on sustainability, competition, and transformation. Gain valuable perspectives on the future outlook and industry-specific trends shaping Taiwan’s business environment.

Stay updated on Taiwan’s economic progress as the National Development Council reports a stable outlook for January 2024. Economic indicators show positive trends in production, investment, sales, and finance, signaling continued recovery. Follow the transition from recession to a transitional economy in key sectors, reflecting a promising shift in Taiwan’s economic landscape.

Discover Taiwan’s holiday outlook for 2024! With only two sets of consecutive holidays remaining, find out how this reduction impacts domestic travel and accommodation. Learn how travel providers can capitalize on the upcoming breaks to attract visitors and boost profits.

Supermicro, the U.S.-based server and computer manufacturer, experienced a stock price surge of over 10% during after-hours trading on Jan. 29. This increase followed the release of the company’s financials for the October-December 2023 period, which exceeded market expectations. Supermicro upgraded its full-year revenue outlook for the 2024 fiscal year from US$10-11 billion to US$14.3-14.7 billion. The current quarter’s sales estimate is US$3.7-4.1 billion, with an adjusted earnings per share of US$5.20-US$6.01. Net sales for the company have more than doubled from US$1.8 billion in the same period last year to $3.66 billion, surpassing the market estimate of US$3.42 billion. Supermicro CEO Charles Liang attributed the company’s success to winning new partners and the increasing demand for its optimized AI computer platforms and comprehensive IT solutions.

TSMC chairman Mark Liu’s upcoming retirement in 2024 has led investment experts to suggest that the semiconductor giant should slow down the progress of its new manufacturing facility in the United States. Industry analyst Jonah Cheng believes that TSMC’s policy direction will remain unchanged under the leadership of chief executive C.C. Wei, who is expected to succeed Liu as chairman. Cheng also proposes maintaining a dual leadership structure to cultivate successors from various backgrounds. Speculation suggests that Liu’s retirement may be linked to potential investment challenges in the company’s U.S. expansion. In response to these challenges, Cheng recommends a deceleration in the construction of TSMC’s second U.S. plant. He also highlights the need to assess the current downturn in the car market and economic outlook before proceeding with the German plant focused on automotive applications. Cheng suggests that the Japanese facility could be an optimal choice due to labor and power shortages in Taiwan, as well as cultural similarities and strong government support from Japan. TSMC’s primary obstacle, according to Cheng, is maintaining its leadership position in the semiconductor industry, especially after surpassing Intel. Additionally, the cyclical nature of the industry and the potential opportunities presented by the rise of artificial intelligence (AI) applications pose further challenges for the company.

A survey by Cathay Financial Holdings reveals a rise in Taiwan’s economic confidence, with the outlook index turning positive and stock market optimism rebounding. The December survey shows that 70% of the population expects the economic growth rate to exceed 2% in 2024, while 55% anticipate the inflation rate to remain above 2%. These expectations differ slightly from projections by the Directorate-General of Budget, Accounting, and Statistics (DGBAS), which forecasts a 3.35% economic growth rate and an inflation rate of 1.64% for 2024. The DGBAS data suggests that people may be more conservative about economic expansion and anticipate higher inflation. Additionally, expectations for salary adjustments have improved compared to 2022, with 45.9% of those surveyed predicting wage increases. Of these, 9.2% believe raises will exceed 3%, and 47.6% expect monthly regular wages to stay the same. Taiwan’s current situation confidence index has climbed from -23.2 in November to -3.0 in December, while the future outlook confidence index has improved from -9.1 to 3.6, signaling growing optimism about Taiwan’s upcoming economic climate.

Discover the latest insights from Taiwan’s job market, including the widening income gap, low salary increase expectations for 2024, and varying pay trends across industries.

Aerospace Industrial Development Corporation (AIDC) President Ma Wan-june announced that the company’s revenue reached NT＄35.8 billion by the end of November 2023. Ma predicts that AIDC’s operations in commercial aviation, defense, and technological services will surpass this year’s figures in 2024. The rebound of the commercial aircraft business has led to a global shortage of aviation parts, benefiting AIDC as it continues to receive inquiries from aviation giants such as Boeing and Airbus. AIDC is also on track to deliver 18 Brave Eagle advanced jet trainers in 2024, indicating strong performance in the military sector. The company met its annual goal by delivering the last four Brave Eagle jets on Tuesday, totaling 17 aircraft deliveries for the year.

Investment trust companies in Taiwan, such as Jih Sun Investment Trust, Yuanta Investment Trust, Allianz Investment Trust, Taishin Investment Trust, First Investment Trust, and Cathay Investment Trust, are currently offering time-limited promotions that waive fund handling fees. These promotions, aimed at taking advantage of a bullish global financial market, include 0% transaction fees for regular savings plans and single payments. By focusing on Taiwan stock funds and funds invested in Vietnam, global industries, technology, and multi-asset classes, these companies are providing investors with opportunities to reduce investment costs. With an estimated profit of NT＄3.4 trillion for Taiwan’s listed companies in 2024, a potential growth of 10% to 20% compared to 2023, and strong performance expected in the fourth quarter, the investment landscape in Taiwan looks promising.

According to a national economic confidence survey by Cathay Financial Holding, approximately half of respondents believe their salaries will increase in 2024, showing a more optimistic outlook compared to last year. About 25% of respondents anticipate a pay hike of more than 3%. This comes after the Ministry of Labor’s decision to raise the minimum wage by just over 4% in 2024. 64% of respondents reported that their income has remained unchanged over the past six months, while 18.1% said it has increased and 17.9% said it has decreased. Looking ahead to next year, 25.2% of respondents expect a salary increase of more than 3%, a significant increase from last year’s survey. The survey also reveals that respondents predict the country’s economic growth rate to stay at 1.6%, with only around 21% believing it will surpass 2% this year. In terms of inflation expectations, the median value remains steady at 2.5%, with 84% of respondents believing this year’s inflation rate will be more than 2%. Overall, the public maintains a conservative outlook on economic expansion, while inflation expectations remain higher.

Pegatron Corp. Chairman Tung Tzu-hsien expressed optimism about the easing of U.S.-China tensions and the possibility of reestablishing communication mechanisms. He believes this development is significant for global political and military tensions. Tung also commented on the uncertain state of the world economy and the status of orders, but remains hopeful about the U.S. finishing its interest rate hike and inventory destocking. He mentioned the ongoing Asia-Pacific Economic Co-operation (APEC) meeting in San Francisco, highlighting the attendance of important leaders and their arrangements to meet and communicate. Tung emphasized the efficient inventory clearance in the past year and stated that the industry’s outlook depends on the absence of unexpected war and global turmoil. He also mentioned the need for patience regarding Pegatron’s orders and indicated uncertain visibility for orders in 2024.