JPMorgan Says Taiwan’s New Rules Could Draw $6 Billion Inflows
JPM•JPMorgan Chase forecasts that new Taiwan regulations raising single-stock fund investment limits to 25% could attract over $6 billion of inflows. Taiwan’s market capitalization has climbed to $4.95 trillion, overtaking India after TSMC shares surged 49% this year.
1. Taiwan Raises Single-Stock Investment Limits
Taiwan’s financial regulator increased the cap on domestic funds holding a single stock from 10% to 25% of net assets for companies exceeding 10% index weighting, a rule that currently applies only to TSMC.
2. JPMorgan Predicts $6 Billion Inflows
JPMorgan Chase research projects that the relaxed limit could channel more than $6 billion into Taiwanese equities, boosting demand for index-heavy names.
3. Surge in Taiwan Market Capitalization
Taiwan’s equity market value climbed to $4.95 trillion, surpassing India’s $4.92 trillion, driven largely by a 49% rally in TSMC shares this year.
