News / Taiwan / cnyes
Foreign Investors Shift Funds from Financial Stocks to Active ETFs Ahead of Earnings Week
Finance · Financial Conglomerates · cnyes · 2026-08-24
00981A, 00991A, 2880, 2881, 2882, 2886, 2890, 2892
As major Taiwanese financial holding companies prepare for earnings calls, foreign investors are reallocating capital, selling off financial stocks in favor of active ETFs.
What Happened
Financial Earnings Week: Six major financial holding companies, including Fubon and Cathay, are set to hold earnings calls this week to disclose first-half results. Investors are closely watching these sessions for insights into insurance hedging strategies and the overall outlook for the financial sector.
Capital Reallocation: Despite the upcoming earnings events, foreign investors have been net sellers of major financial stocks over the past week. Instead, they have aggressively accumulated shares in active ETFs like 00981A and 00991A, signaling a shift in their tactical approach to the Taiwan market.
ETF Performance Battle: The competition between active ETFs has intensified, with 00981A reclaiming the top performance spot after a strong rebound since late July. Its 70% year-to-date gain highlights the effectiveness of active management during periods of high market volatility.
Market Outlook: Analysts remain optimistic about the long-term fundamentals of the AI sector despite recent market fluctuations. Key areas of interest include advanced manufacturing processes, AI infrastructure components, and memory chips, which are expected to support corporate earnings growth.