Taiwan's Election: How Dire Will The Straits Get?

13 Jan 2016

by Matt Gertken, Chief Geopolitical/US Political Strategist Qingyun Xu, Associate Editor

Taiwan's opposition Democratic Progressive Party is poised to win the presidency and possibly the legislature in elections January 16. The result will be icier cross-strait relations in the coming years that will add a geopolitical headwind to Taiwanese assets, even as it struggles to cope with a low-growth world. Taiwan still has advantages over other emerging markets, but its outlook is darkening.

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