這是一個關於台灣市場的一些重要投資消息及機會的記錄，作為個人的中長線投資參考，幫助建立投資策略。此頁將會不斷更新，增加新的資訊及信息。

隨著中美關係的變化，帶來台灣市場的機會，從 2020 年開始，很多市場熱錢已經流入台灣，造成了台灣一年多的升勢，其後疫情帶來了三個季度的下跌，於 2022 年第四季度疫情過後重拾升軌，直到現在 2023 年 7 月連續三季都有升幅。

 

 

 

會員區資訊

請登入觀看

 

這是一個私人投資訊息收集平台，只與親友分享

如有需要，請與 KF 聯絡

 

 

 

 

 

 

Market Index Performance by Region
Data

Reference is made to the local market stock index.  This sheet is normally updated next day when data is available after market close.  Note that the percentage increase or decrease is referenced to the first trading day of the quarter, not the previous day.

  US UK JP IN VN BZ MX EU TW CN HK
Open ALL SPX FTSE N225 Nifty50 VN30 IBOV IPC STOXX50 TAIEX SSE HSI
Open ALL History History History History History History History History History History History
                       
Q1 2024 Daily Changes - new version including MXX (compared with previous transaction day)
Q1 2024 Daily Changes (compared with previous transaction day)
Q4 2023 Daily Changes (compared with previous transaction day)
Q1 2024 QTW (compared with last transaction day of previous quarter)
2024 US UK JP IN VN BZ MX EU TW CN HK
03-29 10.16% 2.84% 20.03% 2.74% 14.62% -4.53% -0.03% 12.42% 13.18% 2.23% -2.97%
03-22 9.74% 2.56% 22.21% 1.68% 13.49% -5.33% -1.35% 11.27% 12.81% 2.51% -3.21%
03-15 7.28% -0.08% 15.67% 1.34% 11.04% -5.55% -2.02% 10.33% 9.77% 2.68% -1.92%
03-08 7.42% -0.95% 18.60% 3.51% 10.49% -5.30% -4.27% 9.72% 10.34% 2.39% -4.07%
03-01 7.70% -0.66% 19.26% 2.98% 11.99% -3.73% -3.22% 8.25% 5.61% 1.75% -2.69%
02-23 6.69% -0.35% 16.84% 2.21% 8.10% -3.55% -1.27% 7.76% 5.34% 1.01% -1.89%
02-16 4.94% -0.28% 15.08% 1.42% 8.23% -4.07% -0.44% 5.40% 3.77%   -4.15%
02-09 5.38% -2.08% 10.36% 0.24% 7.18% -4.59% -0.10% 4.28% 0.92% -3.66% -7.63%
02-02 3.96% -1.52% 8.11% 0.56% 3.83% -5.22% 1.46% 2.94% 0.72% -8.23% -8.88%
01-26 2.54% -1.27% 6.83% -1.74% 4.54% -3.89% -0.92% 2.52% 0.36% -2.18% -6.42%
01-19 1.47% -3.51% 7.47% -0.50% 4.75% -4.88% -3.37% -1.61% -1.39% -4.80% -10.20%
01-12 0.29% -1.40% 6.31% 0.75% 2.85% -2.38% -3.10% -0.92% -2.33% -3.12% -4.71%
01-05 -1.52% -0.56% -0.26% -0.09% 2.62% -1.61% -2.08% -1.29% -2.30% -1.54% -3.00%
Q4 2023 QTW (compared with last transaction day of previous quarter)
2023 US UK JP IN VN BZ EU TW CN HK
12-29 11.24% 1.65% 4.81% 10.66% -2.98% 15.12% 8.31% 9.52% -4.36% -4.28%
12-22 10.88% 1.18% 4.12% 8.71% -5.90% 13.89% 8.31% 7.60% -6.29% -8.25%
12-15 10.05% -0.42% 3.49% 9.26% -5.90% 11.69% 8.98% 8.07% -5.40% -5.71%
12-08 7.38% -0.70% 1.41% 6.78% -4.40% 9.03% 8.33% 6.30% -4.53% -8.28%
12-01 7.15% -1.03% 4.94% 3.21% -6.51% 9.97% 5.84% 6.63% -2.53% -5.50%
11-24 6.17% -1.58% 5.55% 0.80% -6.77% 7.68% 4.73% 5.71% -2.23% -1.41%
11-17 5.27% -1.36% 5.40% 0.48% -5.38% 7.04% 3.94% 5.23% -1.80% -1.90%
11-10 2.97% -3.25% 2.23% -1.08% -4.91% 3.43% 0.54% 2.01% -2.30% -3.40%
11-03 1.64% -2.50% 0.29% -2.08% -6.87% 1.37% 0.00% 0.94% -2.56% -0.82%
10-27 -3.98% -4.16% -2.72% -3.01% -8.46% -2.80% -3.84% -1.34% -2.98% -2.30%
10-20 -1.49% -2.71% -1.88% -0.49% -3.65% -2.93% -3.59% 0.53% -4.10% -3.58%
10-13 0.91% -0.11% 1.44% 0.57% 0.03% -0.70% -0.92% 2.62% -0.72% 0.02%
10-06 0.48% -1.49% -2.71% 0.08% -2.27% -2.05% -0.72% 1.02%   -1.82%
Q3 2023 QTW (compared with last transaction day of previous quarter)
2023 US UK JP IN VN BZ EU TW CN HK
09-29 -3.65% 1.02% -4.01% 2.34%   -1.29% -5.10% -3.32% -2.86% -5.85%
09-22 -2.93% 2.02% -2.37% 2.53%   -1.76% -4.36% -3.38% -2.17% -4.54%
09-15 0.00% 2.39% 1.04% 5.23%   0.57% -2.37% 0.03% -2.63% -3.88%
09-08 0.16% -0.71% -1.75% 3.29%   -2.35% -3.68% -2.01% -2.67% -3.78%
09-01 1.47% -0.89% -1.44% 1.28%   -0.16% -2.65% -1.60% -2.15% -2.82%
08-25 -1.00% -2.56% -4.71% 0.40%   -1.91% -3.70% -2.57% -4.31% -5.08%
08-18 -1.81% -3.57% -5.24% 0.63%   -2.27% -4.23% -3.16% -2.19% -5.10%
08-11 031% -0.10% -2.16% 1.25%   -0.02% -1.77% -1.86% -0.40% 0.84%
08-04 0.62% 0.44% -3.00% 1.71%   1.20% -1.50% -0.42% 2.69% 3.29%
07-28 2.96% 2.16% -1.30% 2.38%   1.78% 1.53% 2.23% 2.31% 5.29%
07-21 1.93% 1.76% -2.67% 2.90%   1.80% -0.17% 0.68% -1.07% 0.84%
07-14 1.24% -1.29% -2.40% 1.96%   -0.32% 0.02% 2.18% 1.11% 2.63%
07-07 -1.16% -3.65% -2.41% 0.74%   0.69% -3.69% -1.49% -0.17% -2.91%
  US UK JP IN VN BZ MX EU TW CN HK
2024                      
Q1 10.16% 2.84% 20.63% 2.74% 14.62% -4.53% -0.03% 12.41% 13.18% 2.23% -2.97%
2023                      
Q4 11.24% 1.65% 5.04% 10.66% -2.98% 15.12%   8.31% 9.64% -4.36% -4.28%
Q3 -3.65% 1.02% -4.01% 2.34% 3.84% -1.29%   -5.10% -3.32% -2.86% -5.85%
Q2 8.30% -1.31% 18.36% 10.54% 4.61% 15.91%   1.95% 6.60% -2.16% -7.27%
Q1 7.03% 2.42% 7.46% -4.12% 6.81% -7.16%   13.74% 12.24% 5.94% 3.13%
2022                      
Q4 7.08% 8.09% 0.61% 5.91% -12.74% -0.27%   14.33% 5.31% 2.14% 14.86%
Q3 -5.28% -3.84% -1.73% 8.33% -7.76% 11.67%   -3.96% -9.45% -11.01% -21.21%
Q2 -16.45% -4.61% -5.13% -9.65% -17.21% -17.88%   -11.47% -16.21% 4.50% -0.62%
Q1 -4.95% 1.78% -3.37% 0.64% -1.77%     -9.21% -2.88% -10.65% -5.99%
2021                      
Q4 10.65% 4.21% 0.07% -1.50% 5.64%     6.18% 9.94% 2.01% -4.79%
Q3 0.23% 0.07% 2.30% 12.06% -4.92%     -0.40% -4.62% -0.64% -14.75%
Q2 8.17% 4.82% -1.33% 7.02% 27.82%     3.70% 8.06% 4.34% 1.58%
Q1 5.77% 3.92% 6.32% 5.07% 11.72%     10.32% 11.53% -0.90% 4.21%
2020                      
Q4 11.69% 10.13% 18.37% 24.31% 24.72%     11.24% 17.71% 7.92% 16.08%
Q3 8.47% -4.92% 4.02% 9.19% 11.42%     -1.25% 7.70% 7.82% -3.96%
Q2 19.95% 8.78% 17.82% 19.81% 26.16%     16.05% 19.71% 8.52% 3.49%
Q1 -20.00% -24.80% -20.04% -29.34% -30.52%     -25.59% -19.08% -9.83% -16.27%

 

 

MSCI ETFs Performance by Region

Data

Reference is made to the MSCI iShare ETF Performance which are often used as market performance indicators.  This sheet is normally updated next day when data is available after market close.  Note that the percentage increase or decrease is referenced to the first trading day of the quarter, not the previous day.

  US UK Japan India Vietnam Brazil Mexico Europe Taiwan ASEAN China HK
All VOO EWU EWJ INDA VNM EWZ EWW IEV EWT ASEA MCHI EWH
All History History History History History History History History History History History History
                         
Q1 2024 Daily Changes (compared with previous transaction day)
Q4 2023 Daily Changes (compared with previous transaction day)
Q1 2024 QTW (compared with end of previous quarter)
  US UK Japan India Vietnam Brazil Mexico Europe Taiwan ASEAN China HK
2024 VOO EWU EWJ INDA VNM EWZ EWW IEV EWT ASEA MCHI EWH
03-29 10.05% 3.51% 11.24% 5.70% 7.59% -7.27% 2.15% 5.32% 5.76% 0.07% -2.48% -10.48%
03-22 9.70% 2.57% 11.97% 3.44% 6.27% -8.09% -0.55% 4.69% 5.76% 0.13% -2.97% -8.69%
03-15 7.60% 1.12% 8.47% 3.50% 4.64% -8.21% -1.33% 4.52% 4.98% 0.40% -1.69% -5.64%
03-08 7.69% 0.85% 10.98% 7.11% 4.18% -7.52% -3.33% 4.12% 5.28% 0.20% -4.37% -6.79%
03-01 7.93% -0.39% 9.65% 6.37% 5.26% -5.03% -3.26% 2.35% 1.80% -2.12% -2.72% -6.39%
02-23 6.86% -0.12% 7.59% 6.13% 1.08% -5.26% -1.95% 1.95% 0.83% -0.33% -2.06% -4.38%
02-16 5.09% -1.12% 5.44% 4.90% 1.93% -5.29% -0.81% 0.17% 0.13% -2.20% -4.79% -5.99%
02-09 5.46% -2.42% 3.88% 3.91% 1.08% -5.81% -0.63% -0.66% 1.43% -2.65% -7.61% -7.71%
02-02 4.01% -1.75% 3.66% 3.20% 0.08% -6.58% 0.19% -0.87% -2.76% -2.39% -11.54% -10.07%
01-26 2.62% -1.24% 1.95% 0.78% -0.39% -4.55% -2.15% -0.53% -2.24% -4.51% -6.31% -6.39%
01-19 1.49% -3.30% 2.74% 1.60% 0.08% -5.72% -4.02% -2.72% -4.00% -2.98% -9.08% -9.27%
01-12 0.27% -0.88% 3.57% 2.36% -1.47% -1.77% -2.21% -1.25% -4.19% -0.73% -4.81% -4.95%
01-05 -1.56% -0.70% -0.95% 0.57% 1.47% -1.43% -1.43% -1.53% -3.56% -0.60% -3.22% -4.03%
Q4 2023 QTW (compared with end of previous quarter)
  US UK Japan India Vietnam Brazil Europe Taiwan ASEAN China HK
2023 VOO EWU EWJ INDA VNM EWZ IEV EWT ASEA MCHI EWH
12-29 11.23% 4.46% 6.39% 10.38% -4.58% 13.99% 10.75% 3.32% 3.64% -5.89% 1.28%
12-22 10.85% 4.05% 5.04% 9.36% -6.79% 12.88% 10.10% -0.18% 3.78% -9.24% -1.05%
12-15 10.29% 3.89% 4.78% 9.23% -1.77% 12.78% 9.03% 11.11% 1.24% -4.83% 0.70%
12-08 7.70% 2.97% 4.13% 6.99% -0.44% 10.37% 7.35% 8.98% -0.07% -6.58% -4.02%
12-01 7.43% 3.92% 4.84% 4.93% -1.70% 12.23% 7.10% 10.03% 1.44% -2.26% -1.69%
11-24 6.54% 2.69% 3.85% 2.19% -2.95% 10.11% 6.16% 8.04% 0.62% 0.83% 2.80%
11-17 5.50% 1.45% 3.42% 1.88% -3.18% 9.19% 4.86% 7.38% 1.58% -0.05% 2.80%
11-10 3.10% -1.90% 0.30% 0.61% -2.66% 5.64% 0.54% 3.79% -0.89% -1.82% -1.11%
11-03 1.72% -0.98% 2.84% -0.16% -7.53% 4.01% 0.36% 2.67% 1.58% -0.09% 2.27%
10-27 -3.92% -4.52% -4.10% -2.85% -11.00% -2.41% -4.61% -2.45% -4.40% -3.16% -1.98%
10-20 -1.45% -2.62% -3.58% -0.54% -5.76% -2.38% -3.21% -0.76% -3.78% -5.47% -2.33%
10-13 0.95% 0.09% -1.18% 0.54% 1.18% -1.43% -0.38% 2.15% -0.89% -0.28% 0.70%
10-06 +0.47% -0.51% -1.51% 0.81% -1.26% -4.30% -0.34% 2.29% -0.89% -0.39% 1.11%
  US UK Japan India Vietnam Brazil Mexico Europe Taiwan ASEAN China HK
2024                        
Q1 10.05% 3.51% 11.24% 5.70% 7.59% -7.27% 2.15% 5.32% 5.76% 0.07% -2.48% -10.48%
2023                        
Q4 11.23% 4.46% 6.39% 10.38% -4.58% 13.99%   10.75% 3.32% 3.64% -5.89% 1.28%
Q3 -3.21% -2.19% -2.60% 1.19% 1.80% -5.43%   -5.56% -5.25% 0.00% -3.24% -11.28%
Q2 8.73% 2.21% 6.19% 11.22% 9.20% 18.44%   3.29% 3.73% -2.02% -9.47% -4.45%
Q1 7.48% 5.22% 7.80% -5.69% 2.87% -2.11%   10.45% 12.87% 1.37% 5.01% -2.18%
2022                        
Q4 7.53% 18.75% 11.69% 2.36% -10.17%     20.48% 9.88% 10.48% 13.29% 16.70%
Q3 -4.94% -12.50% -7.53% 3.56% -7.64%     -11.61% -14.50% -0.38% -23.74% -17.81%
Q2 -16.11% -9.33% -13.41% -11.67% -23.69%     -12.82% -17.96% -11.85% 6.10% -0.19%
Q1 -4.58% 1.49% -7.99% -2.75% -11.16%     -7.63% -7.74% 8.48% -15.74% -2.66%
2021                        
Q4 11.10% 5.57% -3.44% 0.15% 10.79%     5.64% 10.31% 3.80% -6.36% -2.20%
Q3 9.55% -1.39% 4.02% 10.02% -7.32%     -2.22% -3.03% 0.37% -18.09% -10.28%
Q2 8.39% 6.22% -0.71% 5.01% 14.85%     7.78% 6.65% -1.47% 1.13% 1.98%
Q1 6.37% 6.87% 1.43% 4.88% 3.54%     4.86% 12.98% 1.95% 0.90% 7.87%
2020                        
Q4 12.17% 16.24% 14.81% 18.89% 18.24%     15.32% 20.45% 24.42% 10.00% 13.42%
Q3 9.01% -1.04% 7.57% 16.67% 10.45%     3.59% 11.69% -5.15% 13.32% 2.58%
Q2 20.31% 9.51% 12.08% 20.69% 28.78%     15.79% 22.01% 13.95% 14.76% 9.23%
Q1 -20.27% -30.08% -17.49% -32.25% -35.82%     -25.36% -20.88% -32.54% -13.56% -19.99%

 

 

ManuLife Fund Performance by Region

 

Reference is made to the ManuLife Fund Performance which are open data on the ManuLife website.  This sheet is normally updated once a week after the weekends when data is available.  Note that data from ManuLife is delayed for 2 working days in general.

  N Amer Japan India Europe Taiwan ASEAN China HK
Open ALL SHK130 SHK131 IEQ01 SHK129 ITW01 IJA01 SHK136 SHK126
                 
QTD This Weeky (compared with end of last quarter 2023-12-29)                
2024                
 
                 
Q1 2024 QTW (compared with end of last quarter 2023-12-29)
2024 N Amer Japan India Europe Taiwan ASEAN China HK
03-29 9.31% 12.17% 4.52% 6.24% 1.10% 0.11% -1.14% -2.75%
03-22 8.83% 13.22% 3.25% 6.39% 3.26% 0.68% 0.89% -2.78%
03-15 6.51% 8.61% 1.98% 6.06% 3.09% 1.36% -0.44% -1.50%
03-08 6.78% 11.51% 5.48% 7.00% 5.94% 1.14% -1.60% -3.98%
03-01 6.90% 9.49% 5.48% 4.54% 6.55% -1.14% -2.15% -2.67%
02-23 5.98% 7.25% 5.06% 4.28% 3.88% -0.57% -1.99% -1.91%
02-16 4.39% 5.69% 4.31% 2.86% 7.37% -0.34% -3.44% -4.21%
02-09 5.13% 4.22% 3.27% 1.31% 3.66% -2.16% -6.12% -7.38%
02-02 3.42% 3.66% 3.59% -0.68% 3.66% -1.59% -8.00% -8.95%
01-26 2.31% 2.09% 1.13% -0.54% -1.10% -4.09% -6.08% -6.58%
01-19 1.35% 2.44% 2.08% -4.34% 2.90% -3.52% -8.27% -9.68%
01-12 0.13% 3.01% 1.72% -2.42% -2.03% -1.36% -4.85% -4.26%
01-05 -1.66% -0.82% 0.45% -2.96% -4.75% -1.02% -4.05% -2.86%
Q4 2023 QTW (compared with start of quarter)
2023 N Amer Japan India Europe Taiwan ASEAN China HK
12-29 14.92% 9.29% 11.62% 17.96% 11.86% 4.26% 0.57% -3.11%
12-22 14.67% 7.16% 10.10% 17.60% 7.58% 2.01% -3.76% -6.98%
12-15 13.70% 7.41% 10.57% 16.83% 8.46% 0.59% -1.18% -3.77%
12-08 10.92% 5.33% 7.23% 12.55% 7.21% -0.71% -3.15% -6.10%
12-01 10.61% 6.96% 5.83% 10.96% 6.14% -0.59% 0.07% -2.57%
11-24 8.90% 5.90% 2.92% 10.14% 4.34% -0.95% 1.95% 0.68%
11-17 7.71% 5.62% 2.51% 8.49% 4.15% 0.12% 1.31% 0.14%
11-10 5.16% 1.72% 0.90% 2.37% 0.06% -1.78% -1.02% -1.22%
11-03 3.69% 1.72% -0.73% 1.98% -2.23% -1.07% -0.37% 0.52%
10-27 -2.68% -1.50% -1.97% -3.85% -5.66% -3.79% -2.24% -0.74%
10-20 -0.06% -1.44% -0.43% -2.59% -2.89% -2.25% -2.62% -2.39%
10-13 2.59% 1.17% 0.40% 2.26% 2.01% 0.95% 1.785% 2.19%
10-06 2.21% -0.54% -0.28% 2.23% 1.64% -0.24% 0.68% 0.64%
Q3 2023 QTW (compared with start of quarter)
2023 N Amer Japan India Europe Taiwan ASEAN China HK
09-29 -3.10% -0.62% +2.02% -9.87% -2.36% -3.60% -8.03% -7.41%
09-22 -2.51% +1.02% +1.64% -9.98% -3.47% -3.04% -6.92% -6.27%
09-15 +0.97% +3.69% +3.37% -6.96% +1.58% -1.46% -5.12% -5.58%
09-08 +0.83% +2.36% +3.68% -5.82% +1.61% -1.12% -5.31% -5.37%
09-01 +2.24% +0.33% +0.96% -4.01% +2.26% +0.34% -4.07% -4.21%
08-25 -0.55% -2.63% -0.10% -6.29% +0.71% -0.56% -6.06% -6.55%
08-18 -1.53% -3.53% -0.89% -5.71% -3.82% -1.57% -6.17% -6.28%
08-11 +0.68% -1.10% -0.19% -1.26% -5.27% +1.80% -2.12% -0.86%
08-04 +1.35% -1.35% -0.19% -0.79% -3.32% +2.14% +0.96% +2.22%
07-28 +3.24% -0.49% +1.20% +1.76% +4.68% +4.61% +3.13% +3.94%
07-21 +1.97% -1.89% +1.64% +1.79% +5.40% +3.26% -0.31% -0.34%
07-14 +1.65% -1.22% +1.30% +3.71% +4.90% +3.26% +2.22% +1.85%
07-07 -1.40% -1.89% -0.82% -2.86% -3.41% -1.80% -3.45% -3.57%
  N Amer Japan India Europe Taiwan ASEAN China HK
2024                
Q2                
Q1 9.31% 12.17% 4.52% 6.24% 1.10% 0.11% -1.14% 2.75%
2023                
Q4 14.92% 9.29% 11.62% 17.96% 11.86% 4.26% 0.57% -3.11%
Q3 -3.10% -0.62% +2.02% -9.87% -2.36% -3.60% -8.03% -7.41%
Q2 +10.66% +6.83% +10.84% +2.97% +9.54% -5.25% -6.99% -7.53%
Q1 +14.59% +6.27% -3.58% +15.55% +14.00% +1.86% +4.55% +1.24%
2022                
Q4 -2.12% +8.95% +0.18% +15.37% +3.35% +10.42% +12.60% +14.72%
Q3 -5.41% -5.13% +4.93% -7.92% -4.90% -0.48% -20.31% -22.86%
Q2 -22.30% -9.22% -13.10% -22.27% -23.20% -15.28% -5.22% -0.06%
Q1 -9.56% -5.62% -7.39% -16.50% -10.36% +0.91% -13.27% -11.37%
2021                
Q4 +6.60% -3.16% -2.13% +10.62% +24.50% +1.02% -0.43% -3.81%
Q3 -0.47% +5.73% +10.41% -0.01% +0.24% +1.99% -11.34% -13.59%
Q2 +9.11% +0.07% +4.33% +9.02% +11.94% -1.24% +0.56% +1.41%
Q1 +6.06% +9.01% +5.23% +4.77% +7.22% +0.21% +1.69% +0.28%
2020                
Q4 +9.74% +9.55% +18.04% +9.35% +13.38% +20.10% +13.74% +15.50%
Q3 +7.62% +6.96% +9.40% +7.15% +2.23% -5.58% +4.14% +1.20%
Q2 +34.33% +18.06% +22.75% +26.37% +26.59% +23.08% +18.78% +17.84%
Q1 -20.11% -22.47% -28.99% -18.41% -19.53% -31.65%   -15.78%

 

 

 

Date Description Ref
25
Jul 2023		 在做每月市場比較的時候，發現台灣市場在七月份頭三個星期升幅已經達到 5.4%，過去三個季度一直在上升，延續到七月份還在繼續，是一個不可忽視的市場  

 

2330 Taiwan Semiconductor Manufacturing Company Ltd

TSM (ADR in US)

2317 Hon Hai Precision Industry Co Ltd.

2354 Foxconn Technology Co Ltd.

 

 

 

 

 

ManuLife MPF

TWSE 台灣證券交易所

TAIEX 台灣加權指數

 

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