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02.06.26 - 21:48
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Franklin Templeton Expert Ting Highlights Enduring Strength of Korean & Taiwanese Markets (Bloomberg)
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Dina Ting, Head of Global Index Portfolio Management at Franklin Templeton, discussed the ongoing global tech rally led by markets in South Korea and Taiwan, particularly in the semiconductor sector supporting AI development. She emphasized that unlike some concerns about overheated valuations in the U.S. tech market, the semiconductor ecosystems in Korea and Taiwan are more resilient and built for the long term. She speaks to Romaine Bostick & Katie Greifeld on "The Close." (Source: Bloomberg)...
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23.04.26 - 01:00
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Asian, emerging-market funds rotate into mainland China and Taiwan stocks: HSBC (SCMP)
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Fund managers investing in Asian and emerging markets added mainland Chinese and Taiwanese stocks to their portfolios in February and March, while cutting their exposure to South Korean equities, according to HSBC Holdings.
The reallocation also came at the expense of Indian stocks during the period, with the country's weighting in Asian funds hitting a new low, HSBC analysts Prerna Garg and Herald van der Linde said in a report on Tuesday, without giving details. The report was based on data......
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16.04.26 - 07:48
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Börse in Taiwan übertrifft Londoner Börse an Marktwert (DPA-AFX)
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TAIPEH (dpa-AFX) - Taiwans Aktienbörse hat am Donnerstag erneut zugelegt und an Marktwert erstmals die Londoner Börse hinter sich gelassen. Die gesamte Kapitalisierung aller an der Taiwan Stock Exchange gelisteten Unternehmen übertraf per Mittwoch mit ......
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09.03.26 - 05:37
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Price Controls Arrive: South Korea, Taiwan Impose Fuel Price Cap (ZeroHedge)
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Price Controls Arrive: South Korea, Taiwan Impose Fuel Price Cap
It's a bloodbath across Asian markets this morning with Asia being the world's largest oil-importing region. Based on a Goldman analysis of the impact of higher oil on real GDP growth (chart below), China is the most insulated from supply-driven oil price increases compared to other emerging Asian economies, with $15/bbl higher crude oil prices leading to 0-0.1pp lower GDP growth and 0.1-0.2pp higher headline CPI inflation. This resilience is partly due to the country's economic structure and the potential for government intervention to dampen the pass-through of global price increases to consumers. Increased oil stockpiling last year - some estimates put China's strategic oil resere at 1.5 billion barrels - and very low inflation over the past few years also make China less vulnerable to rising energy prices.
Conversely, Singapore, followed by Taiwan and Korea, will bear the brunt of it with a -1.6% hit to GDP growth and thi...
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03.03.26 - 23:31
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US investors drive record outlay in Taiwan′s equities market on the back of AI boom (SCMP)
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The Taiwan Stock Exchange has become increasingly tied to American capital, as the global artificial intelligence boom drew a record amount of US investments into the island's semiconductor-heavy equity market.
US investors currently hold a record US$668 billion worth of Taiwan equities – about 23 per cent of the exchange's total market capitalisation – after funnelling roughly US$12 billion into the market in 2025, according to BNP Paribas, citing data from Treasury International Capital – a......
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20.02.26 - 14:01
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AI Boom: US Imports More From Taiwan Than China | The Pulse 2/20 (Bloomberg)
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"The Pulse With Francine Lacqua" is all about conversations with high profile guests in the beating heart of global business, economics, finance and politics. Based in London, we go wherever the story is, bringing you exclusive interviews and market-moving scoops.
Today's guests:
Lale Akoner, eToro, Global Market Strategist; Timothy Richards, Vue Entertainment, Founder and CEO. (Source: Bloomberg)...
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