Taiwan, every mention
5 scenes (2021) · ← back to Taiwan
tap a year for its mentions
every year 2021 anyone Ted Seides 12Richard Lawrence 6Marko Papic 6Louis-Vincent Gave 6Jeremy Grantham 5James Aitken 5Ben Hunt 4Daniel Graña 3Tom Lenehan 2Michael Mauboussin 2
Verbatim, from the transcripts: the passages where Taiwan comes up
Daniel Graña – Janus Henderson Investors Emerging Markets Equity (Manager Meetings, EP.13)
- ▶ 11:07 Daniel Graña Taiwan, two thirds of the index is tech.
- ▶ 18:34 Daniel Graña Surely, surely Korea and Taiwan should not be considered emerging markets.
- ▶ 42:00 Daniel Graña The export driven economic model that was used by very successfully by Japan, then Korea, Taiwan, and now China, that is not going to be as easy to replicate going forward.
Private Equity Masters 5: Virginie Morgon – Eurazeo (Capital Allocators, EP. 204)
- ▶ 6:01 Virginie Morgon I've been working also in Asia, discovered, you know, Taiwan, Korea, Hong Kong, I wasn't even 20, so that has had influence as well, for sure.
Jeremy Grantham – GMO (Manager Meetings, EP.01)
- ▶ 43:31 Jeremy Grantham You have Sri Lanka, Thailand, Taiwan, and Vietnam, and they have less than one person per million. 5 times in the scene