這是DBS 的觀點。

新加坡的機構法人是這樣觀察、思考的，呵呵！我比較好奇的是新加坡政府是怎麼看的？如果從國家經濟戰略的角度思考勒？呵呵！

DBS Economics: Taiwan: what lies ahead after the election?
 
Two weeks have passed since Taiwan’s presidential election, when (the frontrunner candidate from the opposition KMT party) Ma Ying-jeou won a landslide victory.  Financial markets appear pleased. The Taiwan dollar rose to break 30 (against the USD) during the mid-day trading on March 26, taking the accumulative appreciation to over 6% so far this year.  Yields on 2Y government bonds have fallen by more than 40bps over the past two weeks (140bps ytd). The TAIEX has also outperformed regional stock markets, rising 2.0% ytd by April 8.
 
Going forward, will economic fundamentals justify the optimism in financial markets?  In short, we remain positive on the economic outlook. Although there are risks related to the global credit crunch and a slower US, in Taiwan we continue to expect better sentiment, a release of pent-up domestic demand, government-initiated infrastructure investment, and further improvement in cross-strait economic relations.