About Carl Delfeld
Columnist, Forbes Asia
Editor since 2002,
Chartwell ETF Advisor
Author of
The New Global ETF Investor &
ETF Investing Around the World
Former Board Member,
Asian Development Bank
Stockbroker in Tokyo,
Sydney and Hong Kong
Former U.S. Treasury Consultant
Former UBS ETF Specialist
A couple of my
ETF picks for 2008
Taiwan
+23.6%
Semiconductor sector recovery
Neglected China play
Presidential election of
pro-market President
De-regulation of banking sector
Strong currency

Dow Jones Transportation +18.7%
Low valuations
Pass on of higher fuel costs by rail carriers
Global activity remains brisk
Mid-cap orientation
Weak US dollar boosts export activity
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