Coronavirus - Taiwan 2021

[afterspivak]

@mitaranda

No one is eager to root for the bedrock, the ROC.

Lucky you! We have a special thread for you to play in:

Does the ROC have a future?

An overseas investment company is advising me not to keep too much money in Taiwanese banks (don’t worry, I’m not listening) based on this geopolitical strategist (Matt Gertken) outlook for conflict with China. You don’t have to agree, but it’s worth reading: Subjective Probabilities: 1. War over Taiwan this year – 5%-17%. So far this year I have argued 5% but this could easily be upgraded to 17% or higher if conditions deteriorate sharply. a. I give it low odds this year because (1) China di…

Enjoy!

Guy