While the prevailing sentiment among investors towards China is significantly bearish, mirroring the trends observed during 2015/16, apprehensions surrounding geopolitical conflicts, particularly Taiwan, have notably subsided. Presently, macroeconomic, and regulatory considerations are taking precedence over geopolitical risks, a shift we believe might be somewhat premature. The forthcoming elections in Taiwan could play a pivotal role in determining the trajectory of cross-strait geopolitical tensions. China possesses non-military alternatives…
