Abacus by Neil Newman
The chips are down for Taiwan, ‘so where the bloody hell are you’ Australia?
- Taiwan’s tech and chip manufacturing industries are booming but the island faces geopolitical threats, leaving an opportunity for regional competitors
- Can the Aussies get tech savvy and cash in? At present they’re shovelling coal out of hillsides, can no longer build cars and most of their chips are potatoes
Neil Newman is a thematic portfolio strategist focused on pan-Asian equity markets. Experienced in the major global financial centres of Tokyo, London and New York, he is a regular commentator on commercial investment strategies that suit constantly changing investor trends. He is a long-term resident of Hong Kong.