In today’s briefing:
- Taiwan Banks: Uninvestible?
Taiwan Banks: Uninvestible?
- Exposure to the Taiwanese Banks sector has been in near constant decline for the best part of the last decade.
- Just 4.5% of Asia Ex-Japan funds hold a position, with active managers running near record underweights of -1.06%, on average.
- Investors should consider potential catalysts that could improve the investment outlook for banks in Taiwan, given the broad consensus on positioning.
💡 Before it’s here, it’s on Smartkarma
Sign Up for Free
The Smartkarma Preview Pass is your entry to the Independent Investment Research Network
- ✓ Unlimited Research Summaries
- ✓ Personalised Alerts
- ✓ Custom Watchlists
- ✓ Company Data and News
- ✓ Events & Webinars
