The interest rate gap between Taiwan and the United States widened and foreign capital made net remittances for four consecutive months.New Taiwan dollar 709.2 billion yuan); in this regard, Huang Tianmu, chairman of the Financial Regulatory Commission, said today (12) that there are still US $ 207.1 billion of foreign capital in Taiwan, and more than half of them are pension funds, indicating that the conference will be parked in Taiwan in the medium and long term, investors should have confidence.
Foreign capital put back a massive $ 5.7687 billion net in September (equivalent toNew Taiwan dollarAbout 182.1 billion yuan), and it was a net remittance for four consecutive months. If we look at it at length, the net remittance in the first nine months of this year was US $ 22.467 billion (equivalent to US $ 22.467 billion). of US dollars). .New Taiwan dollar 709.2 billion yuan), the highest remittance volume for the same period in history, and also the culprit of the steep decline in Taipei’s stock market and foreign exchange market in September.
Foreign capital continued to sell and did not hesitate, and Taiwan’s shares continued to decline, forcing the FSC to expand the air restriction order yesterday. Huang Tianmu said there are three main factors influencing the intensification of the volatility of Taiwanese stocks. Regional spreads are widened, the second is the warming of the Russian-Ukrainian war and the third is the inflation factor.
Huang Tianmu pointed out that Taiwan’s electronics and semiconductor industries currently account for about 50-60%, and the United StatesSemiconductor of PhiladelphiaThe index has a high link, ifhalf shareOn the downside, most of Taiwan’s shares will have a bridging effect; however, regardless of cash return ratio, price-to-earnings ratio and revenue data of listed OTC companies, Taiwan stocks still have fundamentals, maintain confidence in Taiwan stocks and currently Taiwan stocks Compared to the international market, The stock decline is still in the middle and not the deepest decline. I also hope that further measures on the way today can effectively stabilize Taiwanese stocks and reduce the power of the bears.
Furthermore, legislator Zeng Mingzong is concerned that the FSC has some knowledge of the characteristics of foreign capital still in Taiwan: if it belongs to a pension fund, it will stay in Taiwan in the medium and long term, but if it belongs to a hedge fund. , you can leave Taiwan at any time.
Huang Tianmu pointed out that, according to the current observation, the share of foreign capital in Taiwan belonging to hedge funds is relatively small.
