Taiwan stocks have risen by 7.98% this year!

Qunyi Oscar Fund rose 16.67%, outperforming the broader market by 2 times, and performed the best.

(file photo)

[Reporter Zhuo Yijun/Taipei Report] Since the beginning of this year, due to the return of foreign capital, Taiwan stocks have risen by 7.98%, and the performance of Taiwan stock funds has also risen. A total of 33 funds have beaten the market, and 11 funds have increased by more than 10%. Looking at it, the Qunyi Oscar Fund rose by 16.67%, twice as much as the broader market, and performed the best.

The investment trust legal person said that foreign capital has sold more than 2 trillion yuan in Taiwan stocks for three consecutive years. In 2020 and 2021, they will sell more than 539.5 billion yuan and 454 billion yuan respectively. In 2022, they will sell more than 1.23 trillion yuan. Since the beginning of this year, foreign capital has There is a tendency to turn back and buy Taiwan stocks. The willingness to return funds after the year has increased. Volatility is violent, and the low volatility advantage of fund investment is better than that of individual stocks. It is recommended that investors use Taiwan stock funds to intervene.

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Du Xinpei, manager of Qunyi Oscar Fund, emphasized that as global institutional investors have gone through the baptism of short-term stock and bond losses in 2022, the proportion of cash allocation has reached a historical high. In the slowdown, the short squeeze is not only seen in the US technology stocks, but also in the Asian stock market and Taiwan stocks. In the medium term, Taiwan stocks still need to wait for the effect of China's unblocking policy and the spread of the epidemic to be clear. Watch the Chinese economy The effect of the restart and the spread of influence on the world. At the same time, observe whether the US general economic data has reached a consensus and balance between the Federal Reserve and the market. In the absence of new systemic risks, the stock market is expected to complete the bottom And began to develop into long positions; it is recommended to target growth industries and target allocation of anti-cycle growth stocks such as advanced semiconductor manufacturing process, silicon intellectual property, automotive electronics and cloud servers, e-commerce related to Taiwan's domestic demand, and new applications such as energy storage Wait.

Hong Xiangyi, manager of Qunyi Taiwan ESG Low Carbon 50ETF (00923), said that the long-term outlook for Taiwan stocks needs to continue to observe the effect and duration of the soft landing of the global economy, as well as changes in the attitude of the Federal Reserve. No change, but due to the different recovery and growth trends of various industries, the target industry and group should be carefully selected. It is expected that there will be a large performance gap between stocks in 2023; although the risk of subsequent slowdown in exports still exists, domestic demand is expected to become The focus of this year's growth is estimated to be able to maintain Taiwan's overall GDP growth trend. Funds are expected to continue to favor groups that are profitable and have growth potential this year. Post-epidemic recovery and industries with relatively clear visibility, such as rigid-demand industries, are still expected to maintain a bullish trend. , after the overall bottoming trend is completed, the index will have the opportunity to slowly return to the long track.

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