Strategy Note /
Global

China rattles its sabre in Taiwan

  • Chinese military aircraft sorties in Taiwan's "airspace" are common, but not on the scale seen recently

  • The timing coincides with Australia's nuclear submarine deal with the US and UK, as well as China National Day on 1 Oct

  • China will not invade Taiwan unless an easy victory is likely, which US attention prohibits; but TSMC investors beware

China rattles its sabre in Taiwan
Hasnain Malik
Hasnain Malik

Strategy & Head of Equity Research

Tellimer Research
3 October 2021
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