Reported about 1 year ago
Recent trends in the Taiwan stock market show positive performance across various sectors besides electronics, such as construction, shipping, and finance. Institutional investors recommend balanced allocation in the Taiwan stock market to capture the explosive growth potential of leading stocks in different industries. By combining industries like electronics, finance, and traditional sectors, investors can participate in the growth momentum of leading stocks while maintaining equal weights through periodic adjustments. ETFs with equal-weight mechanisms are suggested for risk-averse investors seeking asset growth. Various themes like rising power prices, post-earthquake infrastructure demands, and geopolitical tensions in the Middle East continue to evolve, providing opportunities for emerging investment themes to benefit related industries. Managers of high-dividend ETFs in Taiwan also suggest selecting stocks with both 'momentum' and 'high dividends' criteria, particularly in non-electronic sectors like finance, insurance, shipping, cement, steel, and trade. Overall, the long-term economic outlook remains positive, especially in AI-related sectors, with expectations of improved performance in the second half of the year. Short-term corrections in the Taiwan stock market may present buying opportunities, with the recommendation to prioritize high-dividend small-cap ETFs to leverage the explosive potential of these stocks.
Source: YAHOO