Portfolio Confidential

Q: I recently read in the Financial Times that one US politician said regarding Taiwan that “we’re in the window of maximum danger” of risk of an invasion by the People’s Republic of China. Should I avoid investing in Taiwanese companies? A: This is a topical question! I thought about who in my network would be best equipped to provide input and Michael Chang leapt to mind. Michael is a Senior Research Analyst at Sycale Advisors in New York and he has been...