My point is more that we may have no choice other than to find out.Very seriously, how long do you think our country could run without China?
Yes my Mum was 12 through that and my dad was 14, my grandfather shipped troops from Singapore to India, my father was 16 before he actually met his father.Just a bit of perspective about war and devastation.
I just finished watching a doco on SBS. It was the final of a 3 part series on the German blitz on Liverpool in May 1941. Seven nights of hellish bombing that killed thousands of people and destroyed tens of thousands of homes and buildings. The suffering and tenacity of those people ..
The doco highlighted the seven days through the lives of a handful of people. Makes one feel very, very fortunate to have skipped that period (Let's pray we don't have a reprise.)
The Blitz: Britain On Fire | Documentary
Presented by Michael Buerk, Angellica Bell and Rob Bell, this three part stripped event focuses on eight critical days in May 1941, when Britain, and Liverpool in particular, was subjected to one of the most intense bombardments of the Blitz . Using eyewitness accounts and recollections from...www.sbs.com.au
Actually, I experienced a stunning difference between the few Taiwanese persons i met and the many,many,many ? mainland Chineses .deep cultural one.When dealing with Taiwanese business people, I haven't found a difference between them and mainland
Guns on warships aren't as impressive as I remember as a kid...Gun salute for Prince Philip
View attachment 122692
What hope for Taipei if the UK navy needs Hazmat suit to shot celebration rounds?.?
Beware the toxic fumes and the H&S inspectors...
Yes, It looks like the job was outsourced to the local peashooters club...Guns on warships aren't as impressive as I remember as a kid...
I think they are at they moment, not necessarily to actually launch, but to test out the plan. China's been testing Taiwan air defences for months just to find gaps and identify targets.I wonder if Russia and China are co-ordinating their foreign policy moves to divide world attention?
"Well," said Paddy, "we've all had a long chat over a lot of pints, and decided there's no feckin way we can feed two million prisoners."
Once Taiwans microchip manufacturing capability has been neutralised, why would the U.S go to war, the sabre rattling appears to be a time wasting excercise, agreement between Xi and Joe has probably already been done.
Neatly, I hope, bringing the thread back on topic.... From Antipodes APL discussing the portfolio it leads me to suggest buy Samsung:China has already admitted it has to develop its own microchip technology capability.
You might be better off with SMIC.Neatly, I hope, bringing the thread back on topic.... From Antipodes APL discussing the portfolio it leads me to suggest buy Samsung:
"Talking about supply chains, the global semiconductor chip shortage is showing no signs of slowing. You may have heard about storms in Texas and earthquakes in Japan hitting semiconductor production, but again, there’s a bigger picture at play.
We’ve been investing in semiconductors for a number of years now because we recognised significant structural growth tailwinds.
The world is digitising, workloads are moving to the cloud and 5G will facilitate a whole host of developments like better handset experiences, connected cars and autonomous driving. All of this requires more and more semiconductors to process increasingly complex tasks.
COVID has pulled forward some of these trends – think consumption of online content, e-commerce and remote working. This, combined with the rebound we are seeing in economic activity and a few supply issues, has resulted in the well-publicised global shortage.
Taiwan Semiconductor (TSMC) and Samsung Electronics are the only two companies globally that can manufacture leading edge chips for tech companies around the world. Both are top ten holdings in the APL portfolio.
Samsung and the like of NVIDIA AMC could benefit but I suspect we have too short a view regarding the shift of manufacturing from Taipei to the west: China has really a grip on all the parts and even if we could make a CPU in the silicon valley, that is only a start:Well that didn't take long.
So let's leave the maps and strategy to Xi, and discuss the effect on stocks and bonds.
https://www.theguardian.com/world/2...of-taiwan-air-zone-in-a-year-after-us-warning
gg
Its not that easy to place 10 or 20 lazy small ones on Samsung.Samsung and the like of NVIDIA AMC could benefit but I suspect we have too short a view regarding the shift of manufacturing from Taipei to the west: China has really a grip on all the parts and even if we could make a CPU in the silicon valley, that is only a start:
https://www.reuters.com/article/us-chip-shortage-qualcomm-idUSKBN2B32OO
But facts will not break a great story, so in case of invasion Samsung and Intel etc will jump first just because they are western based , then when reality strikes, and no samsung phone has been produced, then Joe...will lift trade sanctions.....
So investment wise: samsung & the big americans mentioned above for a 1 month play only IMHO
indeed ...on the Korean stock exchange only, so your best bet seems thru ETFs..probably a South korean one..But expecting South Korea to boom while Taipei is being annihilated is a jump of faith, or you then get samsungs with others which will get wiped out...Sorry no solutions but buying gold, can of beans and ammosIts not that easy to place 10 or 20 lazy small ones on Samsung.
Any ideas on best way to buy Samsung shares or derivatives?
gg
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