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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 [EWT
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Taiwan Semiconductor [TSM
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Chunghwa Telecom [CHT
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AU Optronics [AUO
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Siliconware Precision Industries [SPIL
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Advanced Semiconductor Engineering [ASX
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>Click here for more of Seymour's Emerging Money Top 20
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Trader disclosure: On Mar. 24, 2008, the following stocks and commodities mentioned or intended to be mentioned on CNBC’s Fast Money were owned by the Fast Money traders: Macke Owns (YHOO), (INTC), (ATVI); Seymour Owns (AAPL), (F), (INTC), (MER), (MSFT), (SBUX), (TOL), (TSO), Seygem Asset Management owns (EEM), (CHT), (EWT), (TSM); Finerman Owns (GS), Finerman’s Firm Owns (PM-WI), (PLCE), (AAPL), (FLS), (MSFT), (SUN), (TSO), (VLO), (WMT), (YHOO), Is Short ( IYR), (IJR), (MDY), (SPY), (IWM), (GLD); Jon Najarian Owns (AAPL), (ACI), (AG), (AGU), (GOOG), (GS), (MON), (MOS), (POT), (USB), (IDCC), (EK), Is Short (BVF), (TGT)
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