Daily BriefsMacro

Macro: Korea Vs Taiwan Amid Ongoing War Between Russia and Ukraine and more

In today’s briefing:

  • Korea Vs Taiwan Amid Ongoing War Between Russia and Ukraine

Korea Vs Taiwan Amid Ongoing War Between Russia and Ukraine

By Douglas Kim

  • 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.

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