0129 GMT - Aggregate Taiwan corporate earnings may be negatively impacted by up to 6% "assuming the TWD stays at its current level," says Goldman Sachs' Portfolio Strategy team. The USD/TWD has currently stabilized around 30.2-30.3, the team notes. The negative impact will probably be contributed by exporters and life insurers, and offset by modest benefits from lower USD-based imports, the team says in a research report. GS maintains its underweight market stance on Taiwan's equities and keeps its 10% EPS growth forecast for MSCI Taiwan this year. GS continues to favor defensives, domestic, and high-dividend stocks in Taiwan. USD/TWD is down 0.1% at 30.38. (ronnie.harui@wsj.com)
(END) Dow Jones Newswires
May 07, 2025 21:29 ET (01:29 GMT)
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