, Columnist
Asia's Dowdy Winners
The drab business of making hardware is attracting investors again as China's Internet stars lose their sheen.
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Asia's best-performing technology stocks are all Taiwanese. That fact should give pause to the economists and analysts who've been writing off the Silicon Island in the face of stiff competition and a weakening China.
It also hints at bearishness toward the region's once-mighty Internet players and renewed optimism over a global gadget business that's been battered by the slowdown in the smartphone market, a perennially laggard PC sector and pessimism about Apple's growth momentum.