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Rate Hike Worries Persist: 00953B Boosts Payouts Amid Strong Performance

Miscellaneous · Investment Trusts/Mutual Funds · economic_daily · 2026-08-30

00953, 00985

As interest rate uncertainty and geopolitical tensions weigh on markets, the 00953B bond ETF has increased its dividend, drawing attention from income-focused investors.

What Happened

Bond Market Strategy: Amid ongoing geopolitical conflicts and lingering concerns over interest rates, investors are increasingly prioritizing bond ETFs for reliable income. These instruments have become a focal point for those seeking to navigate market volatility through defensive asset allocation.

Dividend Increase for 00953B: The Capital Select Non-Investment Grade Bond ETF (00953B) has raised its dividend by approximately 10% to 0.067 TWD per share, offering an estimated annualized yield exceeding 8%. With a year-to-date price gain leading its peers and high daily trading volume, it remains a top choice for yield-seeking investors.

Outlook for Non-Investment Grade Bonds: Fund managers highlight that resilient corporate earnings continue to support the fundamentals of non-investment grade bonds. Given the current tight credit spreads, these bonds are serving as a primary source of income, providing an attractive balance between yield and risk management.

Short-Duration Defensive Positioning: Experts suggest maintaining short-duration bond allocations to mitigate interest rate sensitivity in the current high-rate environment. High-rated, liquid short-term investment-grade bonds are recommended for capital preservation and steady income during periods of market uncertainty.

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