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Taiwan Elections: Crucial Crossroads for Geopolitics and Sovereign Investors

12th January, 2024

Taiwan braces for a landmark presidential election tomorrow, January 13, setting the future course for Cross-Strait relations amid escalating US-China tensions and a recovering global economy. This is a high-stakes election for Taiwan, a prosperous territory claimed by China. The election results will have potential repercussions for regional stability and global markets.

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Taiwan’s Central Bank Resists Forex-Funded SWF

12th May, 2023

Governments favor sovereign wealth funds as vehicles that can put cash to good use, whether for fiscal stabilization, inter-generational savings and strategic economic development – but Taiwan’s central bank has lodged its objection to Taipei’s plans for a fund that could utilize foreign exchange reserves.

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Taiwan’s Stabilization Fund gets to work as Uncertainty Reigns

3rd August, 2022

This is an eventful week for the Republic of China, also known as Taiwan, and Asian stock markets are not reacting well to the added geopolitical tensions after the visit of US’ House of Representative Speaker to the island. The main index for companies traded on the Taiwan Stock Exchange, TAIEX, has lost -1.3% this week, and is down -19.1% this year so far, the second largest loss among the world’s major stock indexes, only behind Nasdaq.

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The Elephant in the Room - are Sovereign Investors beating the markets?

2nd May, 2022

Comparing returns across State-Owned Investors is never easy and it always takes a lot of assumptions and disclaimers. Yet, most funds have now reported their FY21 results, and we have looked at the average investment returns for the past six years (which we consider a fair investment cycle) across 20 major SWFs and 20 major PPFs in an apples-to-apples analysis.

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