Taiwan Central Bank Holds Rates Steady Despite Higher Energy Costs

Consumer inflation has come in above the central bank's 2% warning level for four months, but strong growth fueled by AI provides space to hold off on rate hikes.

WSJ • Sep 17, 2026

FLTW: A Still Healthy Growth Picture, But Valuations Look Concerning (Rating Downgrade)

Since December 2025, the Franklin FTSE Taiwan ETF has outperformed global and EM equities by 3-5x while surging by 67%. Taiwan's tech exports which account for over 80% of GDP are growing, but at a slower pace, while Taiwanese GDP in H2 could be lower than H1. TSM's HPC exposure and growing 2nm capabilities are welcome, but rising CAPEX commitments are unlikely to help abet a below average FCF yield.

Seeking Alpha • Aug 27, 2026

Taiwan and Korea lose $29 billion in July: is money rotating away from AI?

Foreign investors continued pulling money from Asian equities in July, but the headline outflow masks a striking shift underneath: capital moved away from the region's biggest AI winners while selectively returning to markets with less dependence on the semiconductor boom. Investors sold a net $25.48 billion of shares across seven major Asian markets during the month, extending the region's foreign-selling streak to nine months.

Invezz • Aug 11, 2026

Taiwan's ASE Tech raises 2026 capex by $2 billion on strong demand

Taiwan's ASE Technology Holding , the world's largest ​chip packaging and testing provider, said on Thursday ‌it would raise this year's capital expenditure by $2 billion to around $10.5 billion, driven by strong demand.

Reuters • Jul 30, 2026

Kospi jumps 6% as Asia's battered semiconductor trade rebounds

Asian stocks rallied on Wednesday as investors returned to semiconductor shares after a bruising sell-off, taking their cue from a Wall Street rebound even as Brent crude pushed further above $91 a barrel. MSCI's Asia-Pacific gauge outside Japan gained 1.2%, while South Korea's Kospi surged more than 6% and Japan's Nikkei 225 climbed 1.9%.

Invezz • Jul 22, 2026

Single-Country Swagger: Capture Localized Alpha With These ETFs

When it comes to broad international equities exposure, the sum of the parts is traditionally greater than the whole. Today, however, single-country exposure is also proving that individual parts can deliver a whole lot of performance.

ETF Trends • Jul 17, 2026

Asia's Stock Market Boom Isn't Over. Why the Blockbuster Gains Can Continue.

Of the two hottest Asian markets, strategists are more bullish about South Korea than Taiwan.

Barrons • Jun 19, 2026

What The U.S.-Iran Peace Deal Means For Asia

The peace deal and partial resumption of oil flows reduce near-term inflation risks, giving some central banks (notably Taiwan and India) room to delay tightening. However, a broad pivot remains premature, as still-elevated oil prices, rising food price risks, and second-round effects keep the policy stance asymmetric and biased towards caution.

Seeking Alpha • Jun 19, 2026

If You Missed The Korean AI ETF Boom There Are The 2 Taiwanese Options With Direct Exposure To The Supply Chain

Taiwan is the world's most critical semiconductor manufacturing hub.

24/7 Wall Street • Jun 12, 2026

Taiwan-listed Ennoconn offers to buy Austria's Kontron in $1.7 billion deal

Taiwan-listed technology firm Ennoconn Corp said on Wednesday it ​has launched a takeover bid for Austria-based ‌Kontron , offering 23.50 euros per share to all its shareholders.

Reuters • Jun 10, 2026