Market outlook

Forward-looking guidance, done well, is not about forecasting earnings per share to the second decimal; it is about explaining strategic intent

The event will cover equities as well as gold and foreign exchange exposures

CIO CORNER

There is clearly a tug of war of narratives as we head into 2026

AI hype, tariff shocks, rate cuts and Asia’s surprise winners. What really moved markets in 2025? And what could make or break 2026?

THINKING ALOUD

Take the market outlooks with a pinch of salt and watch for true surprises

The stock market outlook remains attractive, with US technology, emerging markets and Japanese stocks showing promise

It is one where the US is no longer the only game in town

Stronger earnings, improving market breadth, and modest investor positioning could keep markets advancing

In the first half of 2025, they poured NT$14.1 billion into Europe-focused funds based overseas, bringing total assets up to NT$134.8 billion

CIO CORNER

Periodic spikes in equity and bond market volatility are part of a new equilibrium that requires a proactive risk management approach