MSCI rates Taiwan highlyBloombergTaiwan has overtaken China as the market with the top weighting in a key emerging-markets stock index for the first time in about two decades, driven by a rally in artificial intelligence (AI) shares. The Asian chipmaking hub accounts for 21.06 percent of the MSCI Emerging Markets Index, squeaking past China’s 20.93 percent at the end of last month. It marks the first time Taiwan has surpassed China since July 2007, according to data compiled by Bloomberg. “It underscores increasing interest in the laggard plays in Asia AI given better valuations.”MSCI’s Taiwan Index rose more than 11 percent in January, compared with a 5 percent gain in the MSCI China benchmark. Citigroup Inc strategists upgraded Taiwan equities to overweight from neutral in December, citing their exposure to global AI supply chains and a more favorable earnings outlook.

Source: Taipei Times February 02, 2026 16:06 UTC