The Taiwan stock market closed at 20,787.64 points on the 2nd, rising by 552.61 points, reflecting a gain of 2.73%. Following the strong performance of U.S. technology stocks, the trading volume of bond ETFs surged, with high dividend and financial stocks also seeing gains. Additionally, the fund market is thriving, with firms like Yuanta and Taishin Asset Management launching several active and overseas stock ETFs, as well as multi-asset funds, with themes like the S&P 500, technology, and Indian stocks gaining significant attention.

According to statistics, May will see the launch of nine new funds, marking the highest number of new issuances since December 2024. Among them, four are ETFs (including two active Taiwan stock ETFs). For instance, the actively managed 00982A Yuanta Taiwan Strong and the actively managed Unified Taiwan Stock Growth are set to launch on May 5 and May 7 respectively. The other two ETFs are overseas equity ETFs, including Taishin's S&P 500 and Taishin's S&P Technology Select.

In terms of multi-asset funds, there are Yuanta's India-U.S. Strategic Multi-Asset Fund and Taishin's Income Navigator Multi-Asset Fund, with the former launching on May 12, being the first multi-asset fund to incorporate Indian stocks and U.S. bonds, expected to provide returns through bond income and capital gains from the Indian stock market.

According to fund manager Hsiu-Ying Hsiang of Yuanta's India-U.S. Strategic Multi-Asset Fund, while global trade is in a state of adjustment due to U.S. counter tariffs, India possesses a strong fundamental advantage, with its GDP growth rate predicted to reach 6.3% this year. Corporate profitability is expected to rebound from last year's fourth quarter low, and with strong domestic demand and lower exposure to the U.S., India shows relative advantages in high-tariff competition. As multinational companies consider diversifying production bases outside of China, India's manufacturing becomes increasingly competitive, driving economic and industrial development and boosting stock performance, making the medium to long-term investment outlook promising.