Possible scenario
Selling Persists
35%
−1.3%
The record October outflow continues into November as a strong dollar, high U.S. yields, and AI valuation concerns keep global investors underweight Taiwan. The pressure remains financial rather than systemic, but semiconductor-heavy benchmarks lag other Asian markets.
What it moves
- Technology−2.0%
- Industrials−1.0%
- Riskier companies' borrowing costs
- Market volatility
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