Taiwan’s Appeal to Emerging Market Small Cap Investors
In this episode of Taiwan Talks, our host Alex Lee interviews David Oh, portfolio manager at TimesSquare Capital Management. Oh talks briefly about Taiwan’s strength in the context of emerging market small cap markets, which goes beyond large firms like TSMC. Oh highlights the types of Taiwanese small cap firms that are powerhouses and gives advice for local CEOs. Our guest is: David Oh - Portfolio manager, TimesSquare Capital Management - Specializes in evaluating Asian small- and medium-sized stocks, with 20 years of investment experience
