CEO Conversations Installment XLVII: Insights into Taiwan’s Emerging Small Caps Market with David Oh

Zack Liu 2024-02-27

Photo: TaiwanPlus

This episode of CEO Conversations is edited and republished with permission from TaiwanPlus Point.

In 2023, Taiwan's stock market emerged as one of the top performers in Asia, boasting a remarkable 26% increase compared to India's 21% and South Korea's 19%. What many may not realize is that over 90% of Taiwan's listed companies are categorized as small-cap (with a market capitalization of less than US$2 billion), presenting a treasure trove of lesser-known yet promising firms in this small-cap haven. In this edition, we are privileged to have this exclusive interview with David Oh, a seasoned portfolio manager at Times Square Capital Management, renowned for its Morningstar Five Star-rated fund specializing in small-cap stocks within emerging markets. Through this interview, David will unveil the strategies and secrets underpinning the success of Taiwan's emerging market small caps. From overlooked opportunities to distinctive cultural dynamics, Oh's astute insights provide a captivating narrative of growth and potential within Taiwan's market landscape. Don't miss the opportunity to delve into this exclusive interview and uncover the latent potential of Taiwan's burgeoning small-cap market today!

Source: https://www.taiwanplus.com/news/taiwan-talks/exclusive-interviews/240207023/taiwans-appeal-to-emerging-market-small-cap-investors

Zack Liu

Zack specializes in research and analysis of the new economy and software industries. With a wealth of practical experience, he demonstrates proficiency in areas such as equity research, business model assessment, fundraising strategies, M&A, and investor relations management. During his tenure at QIC, he closely monitored the capital market trends and analyzed the business performance of hundreds of relevant companies worldwide. His coverage extended across diverse fields, including big data, cybersecurity, cloud services, fintech, e-commerce, gaming, and interactive media. His endeavors have not only provided valuable insights into the trajectory of Taiwan's new economy sector but also facilitated QIC's emergence as Taiwan's largest platform for startups to connect with global investors. Zack's clientele includes distinguished software-listed companies such as Gogolook (6902 TT) and Gamania (6180 TT). Moreover, he has provided pivotal support to 10+ renowned startups, facilitating substantial advancements in fundraising, strategic business planning, and establishing connections with prestigious global investors.