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rffrydr
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 Posted: Wed Oct 17, 2007 7:06 am Post subject: |
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Taiwan: says that China’s sovereign fund cannot invest in the Taiwan capital markets
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joe0528
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HenryTo
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joe0528
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| Posted: Thu Mar 20, 2008 12:39 am Post subject: |
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I am also heavily investing in Taiwan... maybe just because I am a Taiwanese 
The KMT party is going to win the presidential election on 3/22... I am pretty sure about it. I have been betting on this event for some short-term profit.
As for the "mergers" as Rogers mentioned, I think it's not going to be so easy or straight-forward, the mergers would only be achieved in some sophisticated form and it takes time to mature. But at least the direction is correct and should help the economy in Taiwan in the long run.
For example, every time when I need to go to China from Taiwan, I have to fly to a 3rd party country (mostly Hong Kong or Macau, well aren't they part of China too?) first and then take the connecting flight to the city in the mainland. It takes me almost a whole day and I feel really tired when it's only a 2-hour direct flight for most cities in the east. If the policy changes, it not only saves personal time and a lot of money in fuels, what a waste and how "unreasonable". |
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rffrydr
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| Posted: Thu Mar 20, 2008 6:02 am Post subject: |
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What price do you put on the value of "enemies"?
Tech is still a looser, and china has been going that way. I'd still underweight aisian tech.
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joe0528
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| Posted: Sat Mar 22, 2008 5:38 am Post subject: |
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| Quote: | | TAIPEI, Taiwan (CNN) -- Taiwan voters overwhelmingly elected Nationalist Party candidate Ma Ying-jeou to be president on Saturday, apparently choosing the promise of economic growth through closer ties with China over fears that those ties to the mainland could lead to a loss of independence. |
I am not expecting independence nor reunification but better economics. |
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diesel
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| Posted: Mon Mar 24, 2008 2:56 am Post subject: |
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| From a human evolution standpoint Taiwan should do well going forward because countries without natural resources are much more likely to develop the habits of openess to new ideas. In a globalized world this gives them a huge cultural advantage. |
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rffrydr
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| Posted: Mon Mar 24, 2008 6:57 am Post subject: |
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For japan this gave them the very old idea of war. Other than robots what would you say about that country? I guess I can see it--and they are asia's "role-model."
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diesel
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| Posted: Mon Mar 24, 2008 4:38 pm Post subject: |
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| rffrydr wrote: | | For japan this gave them the very old idea of war. Other than robots what would you say about that country? I guess I can see it--and they are asia's "role-model." |
Yes, but in the age of globalization it is giving most nation states a very different idea, war is now fought mostly in the economic arena! The number of Japanese young adults being sent abroad for higher education goes to show Japan is not as isolated as most believe.
Futhermore, Japans strengths lay in much more than just robotics. They are world leaders in technology and machinery. A good example is the containment vessels for Chinese nuclear reactors. These are made in Japan as the Chinese lack the machinery and technical expertise to build them. As infrastructure spending increases going forward I expect Japan, GE, PLL etc to outperform.
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joe0528
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| Posted: Tue Mar 25, 2008 4:45 am Post subject: |
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| Quote: | | The Taiwan dollar rose to 30.120 per dollar, its highest since October 1997 |
it was over 33 an year ago, until 2008, it started to rise quickly to break 32, 31, and now it reaches 30 in a couple of months. I don't think it's merely due to the weakness of the dollar, but money are flooding into taiwan as well. Should it not about speculation about the NTD appreciation, the money will go into the equity market. |
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HenryTo
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| Posted: Fri Jun 13, 2008 7:58 am Post subject: |
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Chinese-Taiwanese relations continue to improve. Now establishes direct flights as well as tripling the daily quota of Chinese tourists allowed into Taiwan to 3,000.
http://news.bbc.co.uk/2/hi/asia-pacific/7452097.stm |
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HenryTo
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HenryTo
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| Posted: Thu Jul 03, 2008 8:39 pm Post subject: |
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China's first direct flight into Taiwan:
http://www.bloomberg.com/apps/news?pid=20601087&sid=aSnH572vlNTY&refer=home
| Quote: | Spending by Chinese tourists overseas rose 11.8 percent to $24.3 billion in 2006, the fastest-growing of the top 10 nations apart from South Korea, according to the World Tourism Organization.
A measure of Taiwan tourism stocks has risen 44 percent this year, the best performer of 28 industry groups in Taiwan's TWSE Index, which has declined 13 percent, signaling investors' expectations that improved ties will translate into profits.
Besides China Southern, Air China Ltd., China Eastern Airlines Corp., Xiamen Airlines Co., Hainan Airlines Co. and Shanghai Airlines Co. will operate weekly nonstop flights. The Taiwan carriers include EVA Airways Corp., Mandarin Airlines, Uni Airways Corp. and TransAsia Airways Corp. |
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diesel
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