W18 - 4 May 2026 - Taiwan, the Dollar, and the Hormuz Question
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W18 - 4 May 2026 - Taiwan, the Dollar, and the Hormuz Question
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This week we cover the Taiwan semiconductor exposure most boards haven't mapped, the IMF data behind the de-dollarisation story, India's structural currency weakness beyond the Iran war, and why the Hormuz toll proposal is more contested than it looks.
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