Spook

If China Is Recovering, How Will We Fare?

Ah, the myopic view, lets take a moment and look at the industries position, right now Taiwan companies ship or produce the bulk of the world computers, monitors, notebook, cell phones, have almost half of the share of LCD panel and big chunk of LCD TV. Which is pretty much translated as what Taiwan ship regardless of where it was build are with quality.

If you noticed that the Taiwan stock market is still climbing for weeks now, yet US market is still depress, northern and easter Europe is not growing, then where do they sell their wares?

China. Again, China government subsidize large portion of the sales of LCD TV to Chinese rural area in February, one Taiwanese company who benefit on this is Chi Mei (anti-communist and a pro-DPP supporter).

In March, it was cell phone and other consumer products that is being subsidize, with billions of dollar to spend, the export industry may be down, but the local industries are up.


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> What are we going to sell them? Salmonella laced peanuts?