Investors regain some confidence in Taiwan

Investor interest in Taiwan funds has experienced a recent turnaround as hopes that the worst is behind the US restore confidence in the island – predominantly an export play. Taiwan funds posted actual inflows of $32.68m (Rmb 223.1m, €21.93m, £20.42m) over the last three weeks, following a long run of outflows since the beginning of June (Chart 2.4). Taiwan funds continued to outperform their China counterparts for the sixth consecutive week bringing their cumulative performance since January, as measured by net asset value (NAV), to 66.8% (Chart 2.1).

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• Macro View

  The big picture

• In Depth

  Six value multipliers changing China

• The Big Call

  China in need of a re-rating

• The Best of Chinese Commentators

  China's economic indicators

  Protectionism paranoia?

• Guest Column

  Green opportunity

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