Sharon Shih
Sharon Shih is an analyst at Morgan Stanley who focuses on the Taiwanese tech sector. She highlighted the challenges faced by local firms due to the rising strength of the New Taiwan dollar, noting that over 90 percent of the companies under her coverage generate substantial revenue in US dollars while incurring costs in NT dollars, thereby increasing their vulnerability to currency fluctuations.
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Taiwan:
Sharon Shih, another Morgan Stanley analyst, warned that more than 90 percent of Taiwanese tech firms under Morgan Stanley’s coverage generate more than half of their sales in US dollars.
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