KGI pointed out that there are currently three major growth drivers in Taiwan’s ETF market (provided by industry players)
[Reporter Li Jinghui/Taipei Report] Taiwan stocks have been rising this year from 29,000 points at the beginning of the year. By the end of the first three quarters, the weighted index has once again reached 48,000 points, pushing the scale of Taiwan stock ETFs to grow simultaneously. KGI Taiwan TOP 50 ETF (009816), which was listed on February 3 this year, has only been listed for 8 months. The fund size has exceeded NT$200 billion, officially joining the Taiwan stock ETF 200 billion club, becoming the ninth ETF among all listed Taiwan stock ETFs with a scale of over NT$200 billion.
KGI Investments said that benefiting from the continued strong demand momentum in the AI supply chain, Taiwan stocks have the highest growth rate in emerging Asia this year, pushing the overall ETF scale listed on Taiwan stocks to exceed NT$11 trillion, and increased by more than NT$4 trillion in the first three quarters of this year alone; The total number of Taiwan stock ETFs has also increased rapidly from 315 at the beginning of the year to 358. A total of 43 newcomers have joined the market this year. There are a total of 15 active and passive Taiwan stock ETFs, including 14 active ones, and the KGI Taiwan TOP that tracks the index. 50 (009816), indicating that the Taiwan stock market has abundant funds and is bullish in popularity.
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KGI pointed out that there are currently three major growth drivers in the Taiwan ETF market, including Taiwan stock ETFs with Taiwan stocks as investment targets, which have grown by more than 3 trillion yuan this year, followed by active ETFs, which have grown by nearly 800 billion yuan, and stock leveraged and reverse ETFs, which have grown by 300 billion yuan. They are also one of the main drivers of the growth of Taiwan stock ETFs, injecting new capital into the Taiwan ETF market.
The KGI Taiwan TOP 50 (009816) ETF research team stated that Taiwan's exports have been growing for 34 consecutive months, led by the electronics industry and backed by the financial industry. Taiwan stock companies have achieved consecutive high profits, and the central bank has revised upward the economic growth rate for 2026. Being optimistic about the AI ecological chain is inseparable from Taiwan stocks. At the beginning of this year, KGI launched the first passive Taiwan stock ETF with no dividend allocation and used index stock selection rules of large market capitalization + profit filtering + dynamic overweighting of strong stocks to seize the structural upgrade opportunities in Taiwan stocks triggered by AI dividends.
The financial reports of the four major CSP players are about to be released, and the financial reports will become the wind direction to judge whether the evaluation of AI semiconductors is re-evaluated. The KGI Taiwan TOP50 ETF research team said that the subsequent market is expected to be dominated by the financial reports of individual industries and leading stocks. Whether the financial reports and AI realization rate at the end of October can continue to be strong will be the observation indicators. As U.S. Treasury yields continue to be high, financial market fluctuations are expected to be inevitable and stocks will rotate rapidly. Taiwan stocks, which occupy a key position in the AI supply chain, will remain a top priority in the investment market. You can seize the long-term growth opportunities of Taiwan stocks by packaging a market-capitalization Taiwan stock ETF with a basket of leading companies and making regular long-term investments.
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