# HSBC: Fund managers added mainland Chinese and Taiwanese stocks to their portfolios.

*fintech · news · 2026-04-22 · South China Morning Post*

## Key points

- Fund managers increased allocations to mainland Chinese and Taiwanese stocks in February and March 2024.
- Asian funds' weighting in Indian stocks fell to a new low during this period.
- Holdings in Chinese upstream energy producers and battery makers were increased, while South Korean memory stocks were cut.
- In Taiwan, funds bought tech stocks like Chroma ATE and Aspeed despite unwinding positions in TSMC.
- Foreign investors favored Chinese yuan stocks for their insulation from global energy supply disruptions.

**Companies:** Taiwan Semiconductor Manufacturing Co (TSMC), HSBC Holdings, Infosys, Chroma ATE, Aspeed
**Countries:** China, Taiwan, South Korea, India

[Read the full story on South China Morning Post](https://www.scmp.com/business/china-business/article/3350997/asian-emerging-market-funds-rotate-mainland-china-and-taiwan-stocks-hsbc)

---

Canonical: https://newsio.io/n/0089f555-c5f9-4d67-9075-7c216b4d1fe7/hsbc-fund-managers-added-mainland-chinese-and-taiwanese-stocks-to-their-portfoli
Summarized by Newsio from South China Morning Post. https://newsio.io/how-it-works