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Emerging Money: Taiwan

Monday, 24 Mar 2008 | 7:38 PM ET

Taiwanese stocks are rallying after its presidential election points to closer ties with China. But it’s not just a China play.

Emerging Money: Taiwan
The Fast Money traders discuss how best to invest in Taiwan.

The oppositition party’s win in the election is a bullish sign that the country is set up to pursue friendly relations with China, according to Tim Seymour. As well as being a proxy for China, Taiwan is also the fifth largest economy in Asia, it’s cheap compared to the rest of the continent and, most importantly, the trade is just getting started, Seymour said.

*Seymour’s Taiwan Basket*

iShares Taiwan ETF

Taiwan Semiconductor

Chunghwa Telecom

AU Optronics

Siliconware Precision Industries

Advanced Semiconductor Engineering

>Click here for more of Seymour's Emerging Money Top 20

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  • Chief Market Strategist for Virtus Investment Partners & CNBC Contributor

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