Taiwan is about to undergo massive changes. Exactly how this plays out is anybody’s guess - local competition could be ground out by the Chinese companies, or bought up by them or exist in some form of unsteady stasis for a time.
Consumer patterns shouldn’t change much - both sides have been able to sell to the other for a while.
The only thing we know for certain - a massive influx of Chinese capital is about to flood the Taiwanese market.
China has hoards of cash and no attractive options lefts for spending it. Her problems with U.S. bonds are well known; she doesn’t trust the dollar anymore. Her mass consumption of commodities is also well known, but there just isn’t enough gold, copper and steel to satisfy China’s investment needs.
But now, Taiwan comes along as a virgin market. It doesn’t take a genius to see what’s going to happen. Sometimes, this job is easy. And so to, early investors to Taiwan.
