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Taiwan's Election: How Dire Will The Straits Get?

by Matt Gertken, Chief Geopolitical/US Political Strategist   Qingyun Xu, Associate Editor  

Taiwan's opposition Democratic Progressive Party is poised to win the presidency and possibly the legislature in elections January 16. The result will be icier cross-strait relations in the coming years that will add a geopolitical headwind to Taiwanese assets, even as it struggles to cope with a low-growth world. Taiwan still has advantages over other emerging markets, but its outlook is darkening.

BCA Research | China Investment Strategy

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