As long-term investors in Taiwan we prefer to look at the investment flows by Taiwanese companies into China as an indicator of the state of relations and not media speculation regarding the prospect for military hostilities. If China were going to invade Taiwan it would have happened years ago. The financial relationship between China and Taiwan is strong and growing. It is that financial relationship which will ultimately guide China and Taiwan to a sensible compromise regarding political differences.
Robert Swift takes a look at the US corporate results season to provide a quick update on corporate America. He has noticed a similarity in the commentary coming out of a lot of big companies; is it worth worrying about or should we listen to the Fed?
Markets & Commentary
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