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Strategies & Market Trends : Booms, Busts, and Recoveries -- Ignore unavailable to you. Want to Upgrade?

To: Taikun who wrote (54109)	10/9/2004 4:30:58 AM
From: BubbaFred	Read Replies (1) \| Respond to of 74559

China and Taiwan have much greater homogeneity and stronger affinity than Quebec and Canada. The two governments used to claim sovereignties over each other. But now one has become more of a province than the other. Taiwan will end up as a special district like Beijing, Shanghai, etc. I think it is better make deals now while Taiwan still has leverage. Deals such as special economic zones to assure certain (unique) and protected economic / industrial zones for a few decades and get less competition from the rest of China. It is the only way to maintain some sort of prosperity for a few decades, and to avoid armed occupation that will be so swift and bloodless. China's economy is too large and too robust to ignore. What will Taiwan become if China decides to put economic squeeze (produce 90% of what Taiwan now produces), but at lower prices? Ooops!, they are already happening anyway. Taiwan's conglomerates are already moving their production facilities to mainland.

To: Taikun who wrote (54109)	10/9/2004 4:44:24 AM
From: Seeker of Truth	Read Replies (2) \| Respond to of 74559

As I understand it, most Taiwan people like their current status which is composed of 1. Taiwan continues to be a province of China. 2. Defacto, they make their own decisions. In the future they will, step by step, peacefully integrate with the mainland. That's inevitable. I think Bubba Fred's 10 year period will turn out to be an underestimate. There is a big gap to fill, step by step. Many times over the last 2-3 decades I've looked for good buys in Taiwan stocks. Probably because of my inadequate search methods I've never found anything overwhelming. Anybody know anything about that?