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Perspectives on the China-Taiwan Conflict
Recently the conflict between China and Taiwan has come to a head. From an investor's point of view, the possible further escalation of this conflict represents one of the greatest risks for an investment in China. We would like to shed light on the conflict, and the possible impact on investments and strategy adjustments to our fund.
The "status quo" of recent years, namely China's proclamation that Taiwan belongs to China, the non-recognition of Taiwan as an independent country by most countries in the world, and an established democracy in Taiwan, represented an acceptable, but unstable...