ASIA STOCKS: Taiwan Inflows Rebound With Tech Gains, SK Lags, SEA Mixed
The resurgence in tech/AI led global themes has clearly benefited Taiwan offshore equity inflows, but much less so South Korea. Taiwan's rolling 5-day sum of net offshore equity inflows is above +$5bn and the clear standout in the region, see the table below. Taiwan's Taiex index is pressing towards fresh record highs.