Ronald Chan, chief investment officer of Nomura Asset Management Taiwan, said at a news briefing on Thursday,
WE ARE BULLISH ABOUT TAIWAN, SOUTH KOREAN STOCKS IN ASIA
COMPARED WITH TAIWAN, WE THINK SOUTH KOREAN STOCKS ARE TOO CONCENTRATED IN CHIPS, AND THE CURRENCY IS TOO WEAK
WE ARE OVERWEIGHT IN CHINA AS STRONG EXPORTS HELP TO SUPPORT OVERALL GROWTH WHILE INVESTMENT SLOWS