| Abstract | At first blush, Taiwan looks like a dream market for any self-respecting salesman in the construction materials industry - and investors betting on the same. Combine falling interest rates, a recovering property market, and a government committed to upgrading infrastructure: people should end up with profits. Oliver Lee, a stock analyst at BZW Securities in Taipei, says this is as good a time as any to be in steel stocks in Taiwan. Other analysts, Erik Sardain of Kleinwort Benson Securities Asia and James Wang of Peregrine Securities Taiwan, also express their opinion on Taiwan's steel stocks in this article. |
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