Taiwan Fund Monthly Insights - June, 2025

In June, Taiwan's stock market saw a notable rebound, fueled by significant foreign institutional investment inflows. Technology related stocks, particularly with regards to artificial intelligence (“AI”) driven companies, were the primary catalyst behind this surge. The Taiwan TAIEX Total Return Index, (the “Benchmark”) increased by 7.92% in June 2025 in U.S. dollar terms. The Health Care, Information Technology and Financials sectors were the best performing sectors. Within Health Care, the increase was primarily driven by the Pharmaceuticals, Biotechnology & Life Sciences industry group. The poorest performing sectors were Consumer Discretionary, Energy and Materials. Within the Consumer Discretionary sector, Automobiles & Components and Consumer Discretionary Distribution & Retail were the poorest performing industry groups.