The entire Taiwanese banking sector is cut to sell at CLSA as the country faces the bursting of housing and tech bubbles. A decade of easy credit has led to oversupply in Dram, panels, LED, solar, and property, writes Dexter Hsu, but now credit is tightening, which "should accelerate the seasoning process." EWT +12.8% YTD.
The entire Taiwanese banking sector is cut to sell at CLSA as the country faces the bursting of...
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