
An economy whose equity market is essentially one supply chain, semiconductors, sitting under a geopolitical risk no other market carries; the English-language business literature beyond the chip industry is thin.
How Taiwan's state steered industry, making the case for directed East Asian growth.
Why some Asian nations grew rich: land reform, export-led industry, directed credit.
“it's a good read for anyone who wants to understand what actually determines whether a developing economy will succeed.” — Bill Gates
Source: Gates Notes review of How Asia Works
Recommended by: Bill Gates, Mohnish Pabrai, Patrick Collison
How chips became the key to economic and military power, made in a few chokepoints.
Recommended by: Andrew Wilkinson
How Taiwan moved into higher-value industries after its first industrialisation.
Current account of the cross-strait risk that prices every Taiwanese asset.
Taiwan's history, including its land reform and base of small firms.
The argument that Taiwan's chip industry protects it from Chinese attack.
How great powers and local people fought over Taiwan, through the party-state era.
The policies that moved Taiwan's economy from agriculture to electronics.