Taiwan

Schroders, Fidelity, ASI & Jupiter

Military intervention 'unlikely' in short term

The prospect of an escalation in the Taiwan straits has gathered steam in recent years, a product of increased Chinese assertiveness, in both rhetoric and military action, over Taiwan.

The ongoing semiconductor shortage is set to continue for years but is a “fixable” issue that will not plague 5G for its entire lifespan, according to manager of the Neuberger Berman InnovAsia 5G fund YT Boon.

Reasons to be optimistic

Internet stocks under attack