Taiwan Overtakes India as World's Fifth-Largest Stock Market
TSMC’s 49% surge and AI-driven chip demand lifted Taiwan’s market value to $4.95 trillion, while India’s fell to $4.92 trillion, analysts said.
- Taiwan's stock market capitalization surged to $4.95 trillion on Monday, May 25, overtaking India's $4.92 trillion and becoming the world's fifth-largest equity market, trailing only the US, China, Japan, and Hong Kong.
- TSMC shares surged 49% this year as investors pursued artificial intelligence gains, where the chipmaker dominates foundry services and now represents about 42% of Taiwan's benchmark index, concentrating the island's market value in a single company.
- Taiwan's financial regulator raised investment limits last month, allowing domestic funds to hold up to 25% of net assets in companies exceeding 10% weighting on the Taiwan Stock Exchange, with only TSMC qualifying and JPMorgan Chase projecting more than $6 billion in inflows.
- India's market contracted amid record foreign outflows driven by elevated valuations and a weakening rupee, with stocks down 8% this year heading for their first annual drop after a decade, as global funds sold nearly $24 billion of Indian equities.
- Fund manager Yi Ping Liao at Franklin Templeton said Taiwan's heavy concentration in tech hardware positions it at the center of the AI investment cycle, while India's allocation in the MSCI emerging markets index fell to about 12% from 19% last year.
35 Articles
35 Articles
Taiwan's boom a leveraged bet on AI irrational exuberance
Taiwan has just vaulted past India to become the world’s No. 5 stock market, powered by an AI boom that’s fused investor frenzy with the dominance of the planet’s most critical chipmaker. The catalyst is unmistakable: Taiwan Semiconductor Manufacturing Co., up 46% this year, pulling the entire market — and the economy — upward with it. […] The post Taiwan’s boom a leveraged bet on AI irrational exuberance appeared first on Asia Times.
Thanks to the sharp rise of TSMC, the world's largest semiconductor contract manufacturer (foundry) company, the Taiwan stock market surpassed India and rose to the 5th largest stock market in the world. An analysis shows that while global funds are being attracted to semiconductor manufacturing countries such as Taiwan and South Korea amid the artificial intelligence (AI) investment craze, India is being shaken by high oil prices and the depart…
India's fifth spot in global market cap list under threat as Taiwan closes in
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