Reported 7 months ago
Yuanyi Chen, manager of Capital Investment Trust Corporation, discussed the economic and market observations on June 13, 2024. He mentioned that the labor market is improving, leading to controlled wage inflation, while international oil prices are decreasing, easing future inflation pressure. With the Federal Reserve’s monetary policy turning more accommodative, industries are back on an upward trend, with AI technology fueling market trends in Taiwan's semiconductor and traditional industries. Export growth, driven by strong AI demand, is expected to continue its positive momentum, benefiting both the tech and traditional sectors. The focus is on investing in AI-related stocks, ESG-friendly companies, and industries like AI servers, AI PCs, and cooling modules in technical supply chains, as well as semiconductor manufacturers in Taiwan.
Source: YAHOO