If China gets into WTO first, Taiwan should quickly follow in China's wake. Probably within a month.. As after this period China will gain voting rights.
Spencer White
Howls of protest met my original downgrade to Thailand back in February. Now the conditions are in place to make this a compelling upgrade.
original protest place
Korea was a cheap market, with a strengthening domestic economy and the impetus of large amounts of domestic retail buying due to structured savings products.
products market economy cheap korea savings
The conditions are in place to make this a compelling upgrade.
place
The incremental rate of change is definitely improving in Korea and has been for a few months now.
change improving korea
rights gain voting china wake
Vietnam is one of the last frontier emerging economies in the region that will demand serious investor attention.
attention vietnam demand
Our sense is that expectations are now so depressed that we are likely to see more upgrades than downgrades from this level. It has not been such good value since 2003.
sense good expectations
Asia's competitive proposition to the world is to be able to manufacture goods cheaper than anyone else.
world
President Chen's latest policy initiative will only increase cross-Strait tensions. The tax season approaches and this will draw liquidity away as retail investors sell.
initiative president tax
Less than 5 percent of the population is using banking services. The growth opportunities for mortgages, car loans, consumer loans, are huge.
car growth opportunities population banking
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