Taiwan Becomes Largest Market in MSCI Emerging Markets Index
According to research from Goldman Sachs cited by Mike Zaccardi on X, Taiwan has surpassed offshore China as the largest market within the MSCI Emerging Markets (EM) index. The island nation now accounts for approximately 27% of the EM index's weightage. This shift reflects a broader reallocation in global emerging markets and highlights growing investor interest in Taiwan due to its strong economic fundamentals, particularly in technology sectors like semiconductors. Offshore China had previously held this position but has seen reduced weighting as part of ongoing MSCI rebalancing efforts that reflect market dynamics. The change is likely to influence portfolio allocations for funds tracking the index and may increase demand for Taiwanese equities.
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Topics: Goldman Sachs research MSCI Emerging Markets Index Taiwan market share