Our very strong conviction is that Taiwan is on the cusp of morphing into one of the best plays on China domestic demand.- Timothy Moe
A View From Asia
Our chief Asia-Pacific regional equity strategist, Timothy Moe, talks about trends and opportunities taking shape across the region.
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.
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.
Taiwan is positioned to leverage opportunities that emerge as China evolves into a consumer-led economy.