1. Our Thinking
  2. A View From

A View From Asia

  • Timothy Moe, CFA

    Timothy Moe, CFA

    Managing Director, Chief Asia-Pacific Regional Equity Strategist, Global Investment Research

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

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.