In today’s briefing:
- Korea Vs Taiwan Amid Ongoing War Between Russia and Ukraine
Korea Vs Taiwan Amid Ongoing War Between Russia and Ukraine
- As the war between Russia and Ukraine progresses further, one of the crucial issues facing the Asian markets is the potential for China to invade Taiwan.
- There has been some capital shift from Taiwan to South Korea in the past week.
- This has been evident in the outperformance of EWY (South Korea ETF) versus EWT (Taiwan ETF) in the past week.
Before it’s here, it’s on Smartkarma