Taiwan
Why The Time Has Come to Overweight International Stocks
Whatever the exact trigger, the extraordinarily recent sharp appreciation of Taiwan’s currency, the NT dollar, is perhaps the clearest signal…
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…
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…
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…
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…