Our very, very strong conviction is that Taiwan is on the cusp of morphing into one of the best plays on China domestic demand.
- Timothy Moe, Chief Asia-Pacific Regional Equity Strategist
A View From Asia
Timothy Moe, our chief Asia-Pacific regional equity strategist shares his perspective.
Reports
Highlights
Highlights: A View from Asia with Timothy Moe
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The structural flow of funds from developed markets into emerging markets will be a significant theme for the next ten to twenty years, as emerging markets are expected to contribute significantly to the growth of global GDP over the next decade.
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China's transition from an investment-led and export-driven economy to one that is driven by consumer demand will play out during the next decade as policies are introduced to enable reforms that encourage increased domestic demand.
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Taiwan is positioned to leverage opportunities that emerge as China evolves into a consumer-led economy.