Archive for April, 2009
Taiwan’s Taiex is up 50% from bottom
Taiwan was our top country pick for 2009 and for beyond. I wouldn’t buy it here but long-term there is no other market that offers the kind of risk-reward that Taiwan does.
China Makes First Taiwan Investment as Relations Thaw
Taiwan’s benchmark Taiex index surged 5.7 percent, the biggest gain since Oct. 30, today on speculation more […]
More on this topic
(What's this?)
Thinking the Unthinkable: What if China Devalues the Renminbi?
(naked capitalism, 2/18/10)
Jim Chanos Is Wrong About Investing in China
(Investment U, 3/3/10)
China/Taiwan Investment Accords Will Lead to Profit Plays for Investors
(Contrarian Profits, 5/5/09)
