Taiwan foreign equity outflows amid China friction but index weight still rising
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Taiwan friction persists: US-Japan joint naval drill, China's naval presence east of Taiwan and ongoing aircraft sorties
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TSMC and Taiwan's weight in MSCI EM has increased but foreigners have been net sellers in 2020, 2021 and so far in 2022
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Taiwan looks expensive versus history among large EM peers on trailing PB and PE multiples but not on forward ones
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This report is independent investment research as contemplated by COBS 12.2 of the FCA Handbook and is a research recommendation under COBS 12.4 of the FCA Handbook. Where it is not technically a research recommendation because the subject of the research is not listed on any European exchange, it has nevertheless been treated as a research recommendation to ensure consistent treatment of all Tellimer's research. This report has been produced by the analyst(s) named above (the "Analyst").
The Analyst certifies that the views and forecasts expressed in this report accurately reflect their personal views about the subject, securities, or issuers specified herein. In addition, the Analyst certifies that no part of their compensation was, is, or will be directly or indirectly related to the specific recommendations or views expressed in this report.