Taiwan net equity flows remained the standout into the end of last week. The 5-day sum was +$1.422bn. This is down slightly from recent highs (just above $2.5bn), but the 5-day rolling sum of net inflows has been positive since late June, indicating consistent positive inflow momentum, as Taiwan equities ride firmer chip/AI sentiment. The Taiex sits just off multi month highs in latest dealings this morning.
Table 1: Asian Markets Net Equity Flows
| Yesterday | Past 5 Trading Days | 2025 To Date | |
| South Korea (USDmn) | 263 | 1640 | -6356 |
| Taiwan (USDmn) | 331 | 1422 | 1695 |
| India (USDmn)* | -231 | -113 | -9008 |
| Indonesia (USDmn) | -14 | -8 | -3611 |
| Thailand (USDmn) | -8 | 273 | -1951 |
| Malaysia (USDmn) | -32 | -21 | -2863 |
| Philippines (USDmn) | 2 | 6 | -616 |
| Total (USDmn) | 310 | 3199 | -22709 |
| * Data Up To July 24 |
Source: Bloomberg Finance L.P./MNI
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