Firm Sells Biggest Japan Fund in Taiwan

The video discusses how investors in Taiwan are moving away from China due to its sluggish economy and geopolitical tensions with the US and Taiwan. They are considering Japan as an alternative due to its strong economic ties with Taiwan and its status as the world's third-largest economy. The Japanese equity market is highlighted as attractive both structurally and cyclically.

What role do geopolitical tensions play in investment decisions in the region?

How does the current performance of the Japanese equity market influence investor decisions?