Strategy Report

Taiwan: Politics Back In Focus

18 May 2016

President Tsai's inauguration is unlikely to spark an immediate confrontation with the mainland, but heightened political uncertainty is a certainty, and some of the economic benefits that Taiwan gained in recent years from warming ties with China are set to unwind. Remain cautious on Taiwanese equities.

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BCA Research | China Investment Strategy

Evaluates both the cyclical trends and structural developments of China's economy, offering investment recommendations for China and the Greater China Region.