The Far East ex Japan countries continue their recovery and global growth remains steady, providing o...
The Far East ex Japan countries continue their recovery and global growth remains steady, providing opportunities for both exporters and those who rely on domestic consumption. Semi-conductor manufacture is still the major force in Taiwan and Korea, but telecoms are becoming a point of investor interest throughout the region. Mary Whitehead, pension fund manager for Clerical Medical, has a prima facie reason to avoid all but the main markets, partly because of the limitations imposed by the size of her fund. She says: "It is a combination of issues of liquidity and basic strengths and po...
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