Overseas investors sold net NT$7.83 billion of Taiwan shares

Monday, Sep 1, 2025 3:00 am ET1min read

Overseas investors sold net NT$7.83 billion of Taiwan shares

Taipei, Taiwan — On July 2, 2025, overseas investors sold a net NT$7.83 billion worth of Taiwan shares, according to the latest market data. This outflow comes amidst a record-breaking performance of the Taiwan Capitalization Weighted Stock Index (TAIEX), which closed at a new high of 24,519.9 points on Wednesday, July 1, 2025 [1].

The sell-off by overseas investors was driven by various factors, including the anticipation of Nvidia's earnings report and the broader market sentiment surrounding the tech sector. Nvidia's new Thor chip announcement boosted robotics stocks, while higher raw material prices lifted printed circuit board (PCB) makers. Advantech, Innodisk, and Edom Technology, among others, hit their daily limit-up, reflecting strong investor interest in these sectors [1].

Defense stocks also extended their rally, with Thunder Tiger and Aerospace Industrial Development ending the day with significant gains. These advancements were attributed to expectations of increased military spending next year, further fueled by President Lai Ching-te's recent meeting with US Senate Armed Services Committee Chairman Roger Wicker [2]. The meeting highlighted Taiwan's commitment to strengthening its defense capabilities, aligning with the US's ongoing support.

Despite the sell-off by overseas investors, the Taiwan stock market remained resilient, driven by strong domestic demand and the performance of key sectors like robotics, defense, and AI. Cathay Securities Investment Consulting manager Tsai Ming-han cautioned that while optimism was priced in, weaker-than-expected earnings from Nvidia could trigger market volatility [1].

Overall, the market's performance underscores Taiwan's role as a key player in the global tech and defense sectors, while the net sell-off by overseas investors highlights the ongoing geopolitical and economic uncertainties affecting investor sentiment.

References:
[1] https://taiwannews.com.tw/news/6188124
[2] https://english.president.gov.tw/News/6998

Overseas investors sold net NT$7.83 billion of Taiwan shares

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