Keep an eye on Taiwan

Plans to open up the Taiwanese market to Chinese investment should give this laggard market a boost. But wait for the outlook to clear before jumping in.

Taiwanese stocks have lagged their global counterparts for the past few years, partly because "its potential as a gateway to China has been curtailed amid a government drive to assert Taiwan's independence from mainland China", says David Fuller on Fullermoney.com.

But that looks set to change. The pro-China opposition Kuomintang Party's landslide makes the KMT's Ma Ying-Jeou the favourite for the presidential election on 22 March, and his victory would mean that the economy would be opened to China, with "dramatic consequences", says Peter Sutton of CLSA.

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