Funds Data

Taiwan in the sun

  • Published 19 Mar 2009

Despite China-related funds continuing to show lacklustre performance this year, Taiwan funds showed a marked improvement over their counterparts in the last two weeks.

Although all China-related funds have been generating negative NAV% since January (chart 1.1), Taiwan funds have significantly outperformed over the last two weeks. EPFR Global's senior analyst Cameron Brandt attributes this to the rebound in US equity markets, the willingness in recent months of investors to bet on markets they believe are oversold and the fact that some of the anticipated economic benefits of improved relations with China, specifically more tourism and less defence spending, are starting to materialise.

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