Crisis Management for a Conflict with North Korea

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內需動能補位 我11月PMI可望溫和擴張

Domestic Demand Momentum Fills the Gap, China's November PMI Expected to Expand Moderately

Yahoo News Taiwan | Local Language | News | Dec. 1, 2025 | UndeterminedEconomic Growth

Taiwan's November Purchasing Managers' Index (PMI), including both Manufacturing PMI and Non-Manufacturing NMI, is expected to show steady moderate expansion supported by strong domestic demand during the year-end consumption peak. Taiwan's October PMI was 50.3, marking a return to expansion after four months of contraction, aligning with positive export growth and industrial production data. However, the "Future Six Months Expectation Index" stood at 41.5 in October, indicating ongoing industry pessimism and contraction expectations across all major sectors. Industrial polarization persists, with AI-related and electricity and machinery equipment industries expanding, while others remain contracted.

Concerns remain about ongoing risks from U.S. tariffs, including unresolved semiconductor-related investigations and potential legal challenges that could affect Taiwan's manufacturing outlook. Nonetheless, the easing of tariffs has provided some relief. The Taiwan stock market showed strong performance in late November, with the weighted index gaining 4.51% for the week and reaching 27,626.48 points. Notably, AI-related stocks like XinHua hit record highs due to robust AI infrastructure demand, boosting revenue and future growth expectations. Market volatility from AI valuation concerns has been observed, but the long-term growth outlook for AI-related sectors remains positive.

Institutional investors are driving a year-end rebound in the Taiwanese stock market, with several stocks identified as leaders for December gains. Foreign investors continue to focus on bond ETFs amid expectations of a Federal Reserve interest rate cut. Dividend-paying funds like Dahua YieldHigh 30 (00918) show strong dividend restoration capabilities and increasing investor interest. The market is experiencing "index volatility, individual stock activity," with heavyweight AI beneficiaries such as TSMC, MediaTek, and Nanya Technology advancing despite some overall index fluctuations. Legal developments in corporate governance also made headlines, while investors remain focused on fundamentals and technical analysis to navigate the current market environment.

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