The interest rate gap between Taiwan and the United States has widened, and foreign capital has 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 207.1 billion US dollars of foreign capital in Taiwan, and more than half of them are retirement funds, indicating that the conference will be parked in Taiwan in the medium and long term. Investors should have confidence .
Foreign capital remitted a massive net of US$5.7687 billion in September (equivalent toNew Taiwan DollarAbout 182.1 billion yuan), and has been net remittance for four consecutive months. If we look at it for a long time, the net remittance in the first nine months of this year was 22.467 billion US dollars (equivalent to 22.467 billion US dollars).New Taiwan Dollar 709.2 billion yuan), the highest remittance volume for the same period in history, and also the culprit behind the sharp fall in the Taipei stock market and foreign exchange market in September.
Foreign capital continued to sell over and did not hesitate, and Taiwan stocks continued to fall, forcing the FSC to expand the air restriction order yesterday. Huang Tianmu said that there are three major factors affecting the intensified volatility of Taiwan stocks. The regional spreads have widened, the second is the heating up of the Russian-Ukrainian war, and the third is the inflation factor.
Huang Tianmu emphasized that Taiwan’s electronics and semiconductor industries currently account for about 50 to 60%, and the United StatesPhiladelphia SemiconductorThe index has high linkage, ifhalf feeDown, most Taiwan stocks will have a linkage effect; however, whether it is observed from the cash yield ratio, price-earnings ratio and revenue data of listed OTC companies, Taiwan stocks still have fundamentals, he maintains confidence in Taiwan stocks, and currently Taiwan stocks Compared with the international market, the decline of the stock is still in the middle, and it is not the deepest decline. I also hope that further measures on the road today can effectively stabilize Taiwan stocks and reduce the power of the bears.
In addition, Legislator Zeng Mingzong is concerned about whether the FSC has any knowledge of the attributes of foreign capital still in Taiwan. If it belongs to a retirement fund, it will stay in Taiwan in the medium and long term, but if it belongs to a hedge fund, it may leave Taiwan at any time.
Huang Tianmu pointed out that, according to the current observation, the proportion of foreign capital in Taiwan belonging to hedge funds is relatively small.