Schroders turns optimistic on Taiwan

The firm believes the market is looking attractive on valuation grounds and offers good dividend support. Political gridlock, which has plagued Taiwan, should also ease after the presidential elections on March 22.


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How will you alter your portfolio after the US election result?





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Underweight US
  18%
 
Overweight US
  35%
 
Underweight EMs
  8%
 
Raise cash levels
  26%
 
No change
  14%
TOTAL VOTES: 66
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November 2016 Magazine
AsianInvestor Magazine