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Strategies & Market Trends : Value Investing
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To: Spekulatius who wrote (29875)1/27/2008 2:40:24 AM
From: Spekulatius  Read Replies (1) of 78764
 
More macro stuff i have been tinkering about. My favorite country right now is Taiwan, via EWT. Reasons:
1) low PE (around 12.5)
2) the latest election win of the opposition party may lead to less confrontational course with China. Although Taiwan companies do a have substantial china business links they are in the Shadow of HK and Singapore. I bet this could change.
3) No resource exposure with Taiwan. I do not like resources going into a economic slowdown. I think that Taiwan high tech bias will get the country through a slowdown better

Besides EWT, i do own TSM the king of Chip fabs. this stock is also undervalued. TSM has beaten the competitors by a huge margin in terms of profit margins) consistently resulting in very high profitability. Although cyclical, this business has excellent economics.
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