Geopolitic

TAITRA INDEX delivers crucial, long-term insights into how geopolitical changes are shaping Taiwan's trade environment.
The Next Major Geoeconomic Event image
The Next Major Geoeconomic Event

Survey Date:2025/09/10

A significant shift in corporate outlook has occurred since the new tariffs took effect.

The primary concern has pivoted from currency devaluation to the intensification of international conflicts, highlighting a growing apprehension about geopolitical instability.

Concurrently, expectations for U.S. re-industrialization have doubled, indicating that Taiwanese businesses are not just reacting to threats but are actively preparing for a fundamental restructuring of the global economic framework.

Regions Expected to Do Well image
Regions Expected to Do Well

Survey Date:2025/09/10

While Southeast Asia continues to hold its position as the most promising market for the next three years, the most significant trend is the clear rebound in optimism towards the U.S. market.

This resurgence in confidence aligns perfectly with the survey's earlier finding that businesses have sharply increased their expectations for American re-industrialization, signaling a strategic refocusing on opportunities within the United States.

Geoeconomic Preparedness Index image
Geoeconomic Preparedness Index

Survey Date:2025/09/10

A clear strategic pivot is underway in the post-tariff environment.

The focus on external risk mitigation, such as market diversification, has eased as companies shift their attention to internal strengths.

Strengthening product competitiveness has now emerged as the paramount corporate strategy.

This is coupled with a sharp decline in the emphasis on building geo-economic analysis capabilities, suggesting that in a rapidly changing and unpredictable global landscape, businesses are choosing to concentrate on what they can directly control: the core value of their products.

Geopolitic Index

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