Taiwan & Korea - Tracking up Nicely
We are overweight Taiwan and underweight Korea in our relative regional equity portfolio in 2020. Both Taiwanese and Korean 4QGDP beat market...
473 Views
Tsai Ing-Wen's Landslide Win Crowns the NIE-Champ Economy, and Is a Slap for Xi
Taiwan remains ideally positioned to benefit from trade diversion from China, a gradual rebound in the global semiconductor cycle, and the...
504 Views
China's Weak Domestic Demand Is Dragging Much of Asia into Recession; Stimulus No Help
It is only getting worse. China's imports contracted 8.5% YoY in May 2019 (the steepest decline in 3 years), and total vehicle sales contracted by...
841 Views
Winners as Trade Is Diverted from China: Vietnam, Taiwan, SKorea, India, S'pore, Mexico
The US has raised tariffs on US$200 billion of imports from China to 25% (from 10% previously), and initiated the process of imposing similar...
762 Views
Taiwan Investors Factor In China Recovery
It is time to go increase exposure to Taiwanese equities, if you haven’t already. Like bourses around the region, Taiwan’s stock market has...
237 Views