Markets

Schroders bets on Taiwan’s new government

By Rita Raagas De Ramos | 5 June 2008
Keywords: taiwan | politics | china | schroders

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The fund house has upgraded Taiwan to neutral within an Asian equities portfolio following a change of government under new president Ma Ying-jeou.

Schroder Investment Management has turned more bullish over Taiwan equities.

Louisa Lo, head of Asia equities at Schroder Investment Management, was already warming up to Taiwan in February due to attractive valuations at the time. In March, Schroders raised its weightings of blue-chip electronics stocks such as Hon Hai, TSMC, and Siliconware because the indiscriminate sell-off in the past created good buying. The $235 million Schroder ISF Taiwanese Equity has since adopted a more balanced portfolio through its exposure to domestic consumption stocks, select asset plays and stocks ...

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