Taiwan Stocks' Long Term Outlook 'Quite Strong' : Societe Generale

The transcript discusses the Taiwan market's unique position in Asia, highlighting its high valuation and potential for sharp corrections. Factors such as the pandemic, tech sell-off, and market leverage are considered as influences. Despite volatility, Taiwan's market shows strong profit upgrades and a V-shaped recovery. The discussion also touches on market sentiment, strategic reserves, and Taiwan's economic benefits from the pandemic, suggesting no need for panic.

What does the phrase 'be greedy when others are fearful' imply in the context of market behavior?

In what ways has the pandemic crisis affected Taiwan's economy positively?