What's the trade if elections in Taiwan change the nation’s relationship with China?
Taiwan's opposition Nationalist Party, also called the Kuomintang (KMT), has maintained a lead over the ruling Democratic Progressive Party in the run-up to Saturday's legislative election, explains Tim Seymour.
It’s widely believed the opposition party will be friendlier to China. If they win, that should mean big business for Taiwan's companies, he concludes.
It's worth noting that the voting happening over the week-end is similar to our primaries with the general election scheduled for March.
If there is a change in power Seymour recommends getting long iShares MCSI Taiwan Index and AU Optronics Corp. .