Why does a faster Taiwan budget matter for Hong Kong investors?

Quicker approval cuts policy uncertainty, letting companies plan capex, staffing, and inventory with confidence. It can also accelerate public works and grants, supporting demand. That improves earnings visibility for Taiwan-exposed holdings and regional funds, especially during the Year of the Horse 2026.

How could SME support policy influence sectors?

Credit guarantees and working-capital tools can stabilize supplier orders, logistics demand, and local services. If support is timely, upstream components, testing, and transport can see steadier volumes. The effect is stronger when criteria are clear and distribution reaches smaller firms efficiently.

What should I monitor to gauge tax relief Taiwan impact?

Watch the scope, eligibility caps, and duration. Then track payroll data, retail sales, and discretionary categories for spending pickup. Company guidance on margin relief and order flow can confirm trends. In the Year of the Horse 2026, timing of rollout will shape quarterly earnings.

Global Market Insights

February 17: Taiwan President Urges Budget Pass, SME and Tax Support

ByDanny Kontos February 17, 2026February 17, 2026

The Year of the Horse 2026 frames today’s policy signal from Taipei: Taiwan’s president urged swift passage of the central and defense budgets, plus new SME and tax support. For Hong Kong investors, this points to firmer domestic demand, steadier capex, and possible uplift in defense-related orders. We see near-term focus on legislative timing, funding priorities, and execution pace. These factors can shape earnings visibility for Taiwan-facing portfolios and North Asia funds. See reporting summary here source.