Market ideas and general musing from "HedgeFundSpace." Sitting and investing in Asia, looking and commenting on markets and the world with some insight, some cynicism and, I hope, a bit of humour.
No live portfolio positions will be discussed. (Please see Disclaimer at end.)
Friday, February 22, 2008
Some Taiwan election plays
Taiwan's presidential elections take place next month. Implications generally taken to be positive, but historically, election rallies have peaked on election day, if I recall correctly. But I must say, Taiwanese politics are fun - really! Not gender-specific, too. Just like in (pre-) school.
How do you embed stuff? Just cut and paste like this? (Start at 0:24, about a third of the way in.)
A N Y H O W... a selection of non-tech "election plays" - mostly quite predictable
Eva Air
Evergreen
Yuanta
TW Fert
TW Cement
FE Tex
FEDS
Fubon
Eva/CAL
Huaku
(I may have long or short positions in some of these names)
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