Posted by: investment-scientist on: March 10, 2008
Chinese stocks are hot. Taiwanese stocks are not. That’s about to change.
Taiwan will hold its presidential election on March 22nd. Barring an extraordinary electoral surprise, Ying-jeou Ma, the candidate from the pro-business and less China-averse KMT will win the election. (Currently Ying-jeou Ma is leading with 63% in Taiwan’s political futures market.)
The relationship between China [...]