Reported 11 months ago
Despite the fluctuation in Taiwan's stock market on June 25, 2024, with an upward trend followed by a slight downturn, it is expected to continue burning in the medium to long-term. High-dividend products remain popular among locals, with recent performances comparable to the market index. Several high-dividend funds and ETFs have collectively increased by 14.48% in the past three months compared to the market index. Notably, foreign investments have continuously boosted the Taiwan stock market, especially in AI-related supply chains, with a net inflow of 11.72 billion US dollars in May translated to around 380 billion New Taiwan dollars, the largest on record. The market is experiencing significant sector rotation and stock selection difficulty due to high valuation disparities. Three emerging themes to watch include shipping-related stocks, the rise of AI PC benefiting system manufacturers, and the upcoming 2024 Paris Olympics stimulating demand for sports goods, leisure beverages, travel, and services. Investment experts advise on adopting unique and effective methodologies for both stock selection and passive ETF investments to increase success rates in the current market environment.
Source: YAHOO