Taiwan investors turn to Europe over US assets
TAIPEI: Taiwanese investors are reassessing their long-held preference for US-dollar assets, shifting their bets to Europe in the latest move by global investors away from the greenback.
Taiwanese funds holding European assets have seen an influx of investments recently, pushing their combined value to 13.7 billion New Taiwan dollars (US$463mil) as of the end of June, the highest since 2019, according to data compiled by Bloomberg.
Over the first half of 2025, Taiwanese investors have also poured 14.1 billion New Taiwan dollars into Europe-focused funds based overseas, according to data from the Securities Investment Trust and Consulting Association (Sitca).
At the same time, Taiwan-based funds focusing on the United States saw their combined value fall by 538 billion New Taiwan dollars over the first half of 2025, the largest six-month decline since Bloomberg started compiling the data in 2003.
Taiwanese assets in US-focused overseas funds declined by 121.6 billion New Taiwan dollars, the biggest contraction since Sitca records began in 2006. — Bloomberg Trading ideas: FGV, Paramount ,Zetrix, United Malacaa, Jati Tinggit, Focus Point, Camaroe, Bursa, IGBREIT, Chin Teck, Dufu, DXN, Tasco
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