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NATURE ENERGY T

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President Trump urged Taiwan and China to exercise restraint following his summit with Xi Jinping, signaling a neutral stance on Taiwan's security. He declined to guarantee U.S. military support and indicated uncertainty over a $14 billion arms package for Taiwan. Trump suggested that while he is in office, China is unlikely to act against Taiwan, but this could change after his presidency. He also encouraged Taiwan's chip industry to relocate to the U.S. and expressed pessimism about the release of imprisoned Hong Kong media mogul Jimmy Lai.

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Trump Urges Taiwan, China To 'Cool Down' After High-Stakes Summit With Xi Jinping, Keeps Arms Package In Limbo— 'Nothing's Changed'

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Taiwan's S&P PMI rose to 55.3 in April, the highest since January 2022, indicating continued expansion in the manufacturing sector. Despite increased output and new orders, firms faced severe supplier delivery delays and record-high production costs, driven by concerns over material prices and supply disruptions from the Middle East conflict. Manufacturers raised production and purchasing activity, but also reduced headcount, leading to increased backlogs. Optimism for future production remains, though tempered by uncertainties related to the ongoing conflict.

- The S&P Global announced that Taiwan's PMI rose to 55.3 in April, marking its highest level since January 2022 and indicating sustained expansion.  
- Despite increased output and new orders, companies faced severe supplier delays and high production costs, driven by concerns over material price surges and potential supply disruptions due to geopolitical conflicts.  
- Manufacturers remain optimistic about future production, although uncertainty surrounding the Middle East leads to a cautious outlook on operations and heightened inflationary pressures.

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ISHRS MSCI Taiwan Capped

S&P Global

Taiwan Apr S&P PMI Rises to 55.3, Highest in Over Four Years; Cost Surge Near Record High

Taiwan's stock market has reached a historic high, surpassing 40,000 points for the second consecutive day. The Taiex index has experienced a remarkable rally, primarily driven by strong performance in the tech sector, increasing over 10,000 points since the beginning of the year, which represents a rise of approximately 35%.

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Taiwan's stock market reaches historic high two days in a row

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FLTW

Foreign institutional investors in Taiwan experienced a significant net outflow of US$3.055 billion last month, reversing a previous inflow of US$11.51 billion in February. This outflow, attributed to the volatility caused by the ongoing war in the Middle East, marks the fourth largest for March on record. The TAIEX index fell 6.17% as foreign investors sold NT$968.21 billion (US$30.456 billion) in shares. Despite this, the first quarter of the year saw a record net inflow of US$17.852 billion, influenced by stock market fluctuations and investment strategies.

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PREMIA TW50

Taiwan Fd

iShares MSCI Taiwan ETF

Franklin FTSE Taiwan

Foreign investors post large net fund outflows

Retail investors in Taiwan and South Korea are maintaining their leveraged positions despite a market selloff caused by the conflict in Iran. This resilience highlights their confidence and risk tolerance amid geopolitical tensions, as reported by Bloomberg. The ongoing war has not deterred these investors, even as global markets react to the instability. The situation remains fluid with an uncertain geopolitical landscape.

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ISHRS MSCI S Korea Capped

Retail Investors in Taiwan and South Korea Maintain Positions Amid Market Selloff

Taiwan's AI-powered economy soars in the shadow of bubble fears and China threats

Barchart Option

Taiwan's AI-powered economy soars in the shadow of bubble fears and China threats

Regular wage growth in Taiwan reached its highest level in 26 years, with average monthly wages rising 3.09% to NT$47,884 in 2025, surpassing inflation. Real wages increased by 1.40%, marking the highest growth in five years. Average annual earnings rose 3.91% to NT$760,632, while real aggregate earnings grew 2.21%, the highest in seven years. The increase is attributed to a higher minimum wage and economic growth of 8.63%, driven by AI applications. However, 69.74% of employees earned below the average wage, highlighting income disparity.

- The average monthly regular wage in the local industrial and service sectors grew by 3.09% to NT$ 47,884 (about $1,512), the highest in 26 years, according to the DGBAS.  
- After adjusting for inflation, the average real regular wage rose by 1.40%, reaching NT$ 43,690, indicating growth exceeding inflation for the first time in five years.  
- The surge in regular wages is attributed to minimum wage increases and economic growth, with the electronics sector benefiting significantly from strong AI application demand.

Regular wage growth hits highest in 26 years in 2025, beating inflation

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Fitch Ratings has upgraded Taiwan's banking sector outlook to "neutral" from "deteriorating" due to a US tariff agreement that reduces economic uncertainty. The US will lower tariffs on Taiwanese goods from 20% to 15%, benefiting Taiwan's export-oriented economy. Fitch expects improved asset quality and profitability, with an impaired loan ratio below 1% and loan growth in the high single digits. The banking sector's operating profit-to-risk-weighted-assets ratio is projected to remain stable at about 1.5%, supported by robust lending income and lower credit costs.

ISHARESMSCITW(03074.HK)

Trump Urges Taiwan, China To 'Cool Down' After High-Stakes Summit With Xi Jinping, Keeps Arms Package In Limbo— 'Nothing's Changed'

Taiwan Apr S&P PMI Rises to 55.3, Highest in Over Four Years; Cost Surge Near Record High

Taiwan's stock market reaches historic high two days in a row

Foreign investors post large net fund outflows

Retail Investors in Taiwan and South Korea Maintain Positions Amid Market Selloff

Taiwan's AI-powered economy soars in the shadow of bubble fears and China threats

Regular wage growth hits highest in 26 years in 2025, beating inflation

Fitch raises banks’ outlook after tariff deal