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
Chapters
00:00:00 - Introduction
00:03:25 - Taiwan Has Often Overlooked Niche Firms Resilient to Volatility
00:07:17 - Do Cross-Strait Exchanges Lead to Peace?
00:11:16 - Third-Culture Influences on David Oh’s Perspectives
00:17:27 - Emerging Market and Small Cap Means Double the Risk?
00:21:09 - Benefit of Small Cap: Less Vulnerable to Headwinds
00:29:19 - Advice for Small Cap CEOs in Taiwan
#Taiwan #Election2024 #SmallCap #EmergingMarket #Investment #TaiwanTalks
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
Chapters
00:00:00 - Introduction
00:03:25 - Taiwan Has Often Overlooked Niche Firms Resilient to Volatility
00:07:17 - Do Cross-Strait Exchanges Lead to Peace?
00:11:16 - Third-Culture Influences on David Oh’s Perspectives
00:17:27 - Emerging Market and Small Cap Means Double the Risk?
00:21:09 - Benefit of Small Cap: Less Vulnerable to Headwinds
00:29:19 - Advice for Small Cap CEOs in Taiwan
#Taiwan #Election2024 #SmallCap #EmergingMarket #Investment #TaiwanTalks
