In the current economic landscape, the US-China trade situation appears to be easing, with Taiwan's stock market bouncing back to 20,000 points. Cathay Investment Trust states that the market has entered a bottoming phase and advises investors to consider market capitalization-based ETFs for asset allocation. However, investors must remain cautious, especially in light of pending tariff resolutions.

The Cathay Taiwan Leaders 50 (00922) is a newly listed ETF this year, tracking the MSCI Taiwan Leaders 50 Select Index, which is distinct from most market capitalization-based ETFs. Its design aims to reduce the impact of any single component stock on the index while emphasizing profitable enterprises, thus avoiding the risks associated with heavy reliance on a single stock.

As of April 25, 2023, the asset composition of 00922 shows that the semiconductor sector accounts for 43.04%, followed by financial insurance at 18.13% and computer peripherals at 11.17%. This diversified allocation provides better growth opportunities for long-term investors. Despite uncertainties in the global trade environment, investors should pay attention to upcoming earnings reports from major US tech companies, which are likely to affect market trends.

Finally, it's essential for investors to understand that fund investments carry risks, and careful consideration is necessary when making investment decisions, including reviewing the fund's prospectus thoroughly.