Taiwan Stock Market: A Potential Turning Point with Opportunities?

Financial Expert Weighs In on Market Volatility and Offers Insights for Investors in Taiwan.

According to 謝金河 (Xie Jinhe), Chairman of Wealth Magazine, the current market situation might present a significant turning point for the Taiwan Stock Market. Echoing the sentiments of 張錫 (Zhang Xi), Chairman of Cathay SITE, 謝金河 (Xie Jinhe) suggests that the market downturn is, in a way, an "artificial bear market" orchestrated by 川普 (Trump). He urges investors to remain calm and view this period as an opportunity to reassess the fundamental strengths of various companies.

謝金河 (Xie Jinhe) specifically points to 台積電 (TSMC) as a potential buying opportunity if its share price were to fall below NT$800. This perspective has garnered attention, with some on PTT, a popular online forum in Taiwan, jokingly referring to 謝金河 (Xie Jinhe) as someone who often identifies market turning points. The comments reflect a common perception of him as an "inverse indicator," leading some to react with amusement and a degree of comfort regarding the Taiwan Stock Market's stability.

謝金河 (Xie Jinhe) further elaborates on the dynamics of a market crisis, explaining how pessimism often intensifies the pressure and contributes to excessive selling. He believes that while the market may experience further declines, this is precisely the moment to evaluate the core fundamentals of companies. He uses the example of 台積電 (TSMC), highlighting its resilience amid challenges and criticisms, which he also sees as reflective of Taiwan's own position in the world. He foresees that the Taiwan Stock Market may experience a continued decline in selling pressure. However, he emphasizes that this period is a turning point in the Taiwan Stock Market.