Taiwan

Latest news and analysis on Taiwan

Education

Chips, dips and doughnuts - The impact of a China-Taiwan conflict.

If you are truly concerned about a China-Taiwan conflict, some exposure to TSMC should not be your most pressing concern.
Steven Glass
Pella Funds Management
Macro

Why China could have a crack at Taiwan in the short-term...

About a month ago, one of our top geo-political and military advisers—and far and away the most accurate forecaster on all matters China—called to say he had amended...
Christopher Joye
Coolabah Capital
Macro

War Lab puts risk of China/Taiwan conflict at 74% in 2020, which Ray Dalio's research seeks to emulate

Amidst news that the US has sensationally relocated one-quarter of its entire strategic B2 stealth bomber fleet to Australia due to the rising risks of war with...
Christopher Joye
Coolabah Capital
Macro

Howard Marks: The end of globalisation

Howard Marks' latest memo has dropped, and it's a doozy. Why? Well, the Oaktree Capital legend has applied his decades-long "obsession with the concept of the...
Matt Buchanan
Matt Buchanan

Beginning to see the light for emerging markets

Marcus Tuck
Marcus Tuck
Mason Stevens
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