Why Taiwan Should be in Your Portfolio

The chart below shows that the Nvidia share price and Taiwan’s outperformance relative to the MSCI Asia Pacific ex-Japan Index have looked of late like Siamese ... Read More»

Taiwan Posing Yet Another Challenge for China in 2020

Christopher Wood writes about Taiwan's growing economy as a result of onshoring and the continued challenges China is facing in Taiwan, Hong Kong and the mainland.... Read More»

China vs Hong Kong: As the Economy Weakens Will Beijing Intervene?

The demonstrations in Hong Kong have been making global headlines in recent weeks and months. Hong Kong Chief Executive Carrie Lam finally announced on Sept... Read More»

China Preys on Taiwan’s Chaotic Political Climate to Unify

With all the focus on the US-China trade negotiations, it is easy to forget about Taiwan and the long-running cross-Strait dispute. But there was an interes... Read More»