W18 - 4 May 2026 - Taiwan, the Dollar, and the Hormuz Question

from Vantcast — The World Edition · host Vancast

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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This episode is 14 minutes long.

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This episode was published on May 3, 2026.

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