Its stock has been negatively affected by geopolitical concerns, but core fundamentals remain strong. While investors may face short-term energy supply shocks, TSMC’s long-term thesis is intact.
Source: https://www.fool.com/investing/2026/03/27/tsmc-is-down-the-i…
US chip stocks look a little unfazed despite the “sell America” trade supposedly being a new phase in the overall global economy.
International equities experienced a prolonged period of under-performance (2009-2024), challenging investor conviction in global diversification. 2025 witnessed a surge from rock-bottom valuation, leading IDV to breach a 17-year trading range. Strong momentum, and continuing under-investment may signal a ‘1982 moment.’ Reassessing portfolio allocations to international markets may be warranted as relative value and mean reversion dynamics come into focus.
US stock futures edged higher ahead of a busy week for policy decisions and corporate earnings, with investors tracking several notable companies before and after Monday’s session. The Federal Reserve’s rate decision and fresh inflation data later in the week add to a backdrop of volatile energy markets and heightened geopolitical risk.
