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Taiwan shares hit historic high on global economic recovery optimism


Taiwan shares hit historic high on global economic recovery optimism
07/05/2021 11:30 AM
CNA file photo
Taipei, July 5 (CNA) Taiwan shares moved higher on Monday as market sentiment was boosted by the all-time highs on the U.S. markets at the end of last week due to hopes of a global economic recovery at a time when many economies around the world reopened their businesses, analysts said.
Buying largely focused on old economy stocks, pushing up the main board to hit a historical intraday high, dealers said.
As of 10:26 a.m., the Taiex, the weighted index on the Taiwan Stock Exchange (TWSE), had risen 194.75 points, or 1.10 percent, to 17,904.90, on turnover of NT$341.87 billion (US$12.21 billion). ....

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Las diez carteras para exprimir la recuperación en el segundo semestre | Mercados


Tras las fuertes revalorizaciones registradas por el mercado en los últimos meses los inversores se enfrentan ahora a la segunda mitad del año con el reto de consolidar las ganancias e intentar continuar sacando partido a la recuperación. Los gestores proponen 10 carteras con las que poder seguir sacando partido a la mejora de los indicadores macroeconómicos.
Link Securities: Santander y Acerinox, los únicos representantes españoles
La expectativa de recuperación de la economía es la filosofía que se encuentra detrás de la cartera diseñada por Link Securities para los próximos meses. “En un escenario de fuerte crecimiento económico como el que esperamos para el segundo semestre y para 2022, los valores de corte más cíclico y con capacidad de negociación de precios son los que prevemos que mejor lo hagan”, señala Juan José Fernández-Figares, director de análisis de firma. Aunque algunas cotizadas, como Daimler (sube un 31,9% en 2021), Santander (28%) ....

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