Spencer White Quotes (8 Quotes)

Vietnam is one of the last frontier emerging economies in the region that will demand serious investor attention.

There's been a heady combination of post crisis balance sheet repair, cash flow generation, fund flows from overseas and the growth that the region has generated as major economies such as China and India have 'emerged' whilst previously sunken ones like Japan have risen from the depths.

The conditions are in place to make this a compelling upgrade.

Asia's competitive proposition to the world is to be able to manufacture goods cheaper than anyone else.

President Chen's latest policy initiative will only increase cross-Strait tensions. The tax season approaches and this will draw liquidity away as retail investors sell.

Our sense is that expectations are now so depressed that we are likely to see more upgrades than downgrades from this level. It has not been such good value since 2003.

Less than 5 percent of the population is using banking services. The growth opportunities for mortgages, car loans, consumer loans, are huge.

If China gets into WTO first, Taiwan should quickly follow in China's wake. Probably within a month... as after this period China will gain voting rights.