Taiwan

8 statements across 4 episodes · 6 bullish · 0 bearish · 3 people on the record · first statement May 11, 2024 by Pranay Kotasthane · said 69 times in 13 episodes since 2023 · across every show →

Mentions by year

brought up most by Siddhartha Ahluwalia (36), Raja Manickam (11), Mark Mobius (8), Sharad Sharma (3), Montek Singh Ahluwalia (3), Pranay Kotasthane (2), Tarun Mehta (1), Subhash Chandra Garg (1)

tap a year for its mentions
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0510202320242025episodes it came up in
001052010202320242025episodesmentions per episode
2025 39 mentions in 2 episodes 20 per episode
2024 26 mentions in 9 episodes 3 per episode
2023 4 mentions in 2 episodes 2 per episode

every mention, scene by scene, with the transcript →

Everything said about Taiwan, oldest first

May 11, 2024 positive
Assertion Not checkable as stated
Kotasthane: Taiwan's semiconductor dominance stems from 1950s liberal trade policy
“So a lot of East Asian countries did understand that they had, for example, Taiwan, et cetera, had a very liberal trade policies from the 19 fifties, which people don't see when they analyze Taiwan. They say, Oh, today it has become powerhouse on semiconductor…”
Pranay Kotasthane May 11, 2024 ▶ 1:02:44 What UPSC Books Won’t Teach You - Public Policy 101, Mumbai Mafia Backstory, & On-Ground Reality
Oct 23, 2024 bullish
Disclosure
Taiwan and India are Mobius's top two country asset allocations
“Taiwan and India would be the top two followed by Korea. And then Turkey, Brazil, South Africa, those were the countries.”
Mark Mobius Oct 23, 2024 ▶ 19:55 Millionaire Investor On PM Modi, India Opportunity, & Wealth Creation | Mark Mobius | Neon Show
Oct 23, 2024 positive
Disclosure
Mobius allocates 20% of his portfolio to India and 20% to Taiwan
“The largest portion, about equal to India, Taiwan.”
Mark Mobius Oct 23, 2024 ▶ 25:40 Millionaire Investor On PM Modi, India Opportunity, & Wealth Creation | Mark Mobius | Neon Show
Oct 23, 2024 positive
Opinion
Mobius names Narendra Modi and Singapore's cabinet as best global leaders
“Well, I think Modi's comes out on top. I would say to begin with it makes it very difficult to find any others, frankly, I would say the leadership in Singapore. Is very, very good. And that's really a team rather than one person. And then leaders in Taiwan al…”
Mark Mobius Oct 23, 2024 ▶ 42:54 Millionaire Investor On PM Modi, India Opportunity, & Wealth Creation | Mark Mobius | Neon Show
Jan 24, 2025 bullish
Assertion Supported
Manickam: Bangalore produces more engineering graduates annually than all of Taiwan
“Bangalore will have more than, right? You know, the entire Taiwan put together, right? Or Chennai, for example, right? You know, they have so many engineering colleges and all that.”
Raja Manickam Jan 24, 2025 ▶ 40:19 Nvidia’s Success, Chip Race, India’s Semiconductor Mission, & Hardware Vs Software | Raja Manickam
Jun 20, 2025 neutral
Assertion Partly supported
Manickam: Thousands of small companies in Taiwan support TSMC with $5M–$10M revenues
“If you look at Taiwan, there are thousands and thousands of companies supporting DSMC and all that, you know, and their sales may be 10,000,005 million a year.”
Raja Manickam Jun 20, 2025 ▶ 1:23:10 WHAT Will Decide The Next Superpower? | Raja Manickam | iVP Semiconductor
Jun 20, 2025 neutral
Assertion Contradicted
Manickam: Taiwan Was Historically the Largest or Second-Largest Investor in China
“In fact, I think Taiwan was the biggest investor in in China for a long time. I think next only to Japan.”
Raja Manickam Jun 20, 2025 ▶ 20:23 WHAT Will Decide The Next Superpower? | Raja Manickam | iVP Semiconductor
Jun 20, 2025 bullish
Opinion
Manickam: India Is the Next Major Market Available for Taiwanese Tech
“The next big country market available to them is India.”
Raja Manickam Jun 20, 2025 ▶ 21:14 WHAT Will Decide The Next Superpower? | Raja Manickam | iVP Semiconductor
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