EWT - The Long View: Notes From The Road In Taiwan
By Global Emerging Markets Team
The Janus Henderson Global Emerging Market Equities Team recently visited Taiwan, a country that has been a source of high-quality companies over the years. Here the team examines key findings, risks and opportunities from the trip.
Recently, the team visited Taiwan, a country that we have found to consistently be a source of high-quality companies over the years we have been visiting. Taiwan sits in an interesting strategic position given its proximity to, as well as its economic and political ties with, China, a short distance away across the Taiwan