Taiwan Investors Dey See Plenty Loss for US Bond ETFs As TWD Go Up, Market Too Concentrated, And Global Money Dey Shift

Big big investors wey be institutions and normal people don dey reduce di way dem put moni for US stocks and bonds. Dis one don make global moni shift go European markets because dem get worries about how US dey manage dia moni, wetin Federal Reserve dey do, and di trade wahala wey don come back. Dis changing of where moni dey go don make US dollar weak and put pressure on how dem value US assets. Especially, Taiwanese investors wey hold US bond ETFs don lose plenty moni, like 11-12% for May 2025. Dis na because New Taiwan dollar (TWD) don strong well well and US bond prices don fall. Long-term US Treasury ETFs suffer pass, as di biggest fund for Taiwan drop 13% since April and lose almost one third of its value since 2017. Taiwan ETF market get plenty moni for one place, with bond ETFs taking most of di share. Di "Baodao Bond ETF" system dey make am easy to get plenty USD, wey allow investors bypass some rules on foreign bonds. Analysts dey warn say dis too much focus on one type of asset, plus di wahala of foreign exchange and interest rates, don make di losses worse as TWD dey strong and foreign central banks dey reduce dia US Treasury holdings. Signs say Taiwanese investors dey carry dia moni comot from US fixed income assets dey increase. Crypto traders suppose notice say dis big big changes for economy and di way moni for global bond and FX markets dey shake, fit affect how people wan take risk and how assets dey move, fit even affect how easy crypto markets dey move and wetin people dey feel about am, especially during dis ongoing wahala for di world politics.