First Financial Investment Trust, which manages about NT$240 billion (≈$7.55 billion) of client assets, said Taiwan’s weighted index (TAIEX) is likely to exceed 50,000 by year-end, citing strong corporate earnings and Taiwan’s central role in NVIDIA’s supply chain. The firm expects the Federal Reserve will not raise rates for the remainder of 2026, forecasting U.S. inflation will gradually stabilise. It projects capital expenditure by the four largest cloud service providers, including Amazon an

First Financial Investment Trust, which manages about NT$240 billion (≈$7.55 billion) of client assets, said Taiwan’s weighted index (TAIEX) is likely to exceed 50,000 by year-end, citing strong corporate earnings and Taiwan’s central role in NVIDIA’s supply chain. The firm expects the Federal Reserve will not raise rates for the remainder of 2026, forecasting U.S. inflation will gradually stabilise. It projects capital expenditure by the four largest cloud service providers, including Amazon and Google, to reach about $2.3 trillion by 2030 versus roughly $700 billion expected for 2026. First Financial plans to launch a global multi-asset fund next month targeting NT$5–6 billion in seed capital.