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Market Experts Predict Taiwan Stock Rally to Extend Through October
Electronic Technology · Semiconductors · economic_daily · 2026-09-22
Market analysts remain bullish on Taiwan stocks, expecting the current rally to persist into early October supported by strong earnings and returning investor demand.
What Happened
Extended Bullish Trend: Following a historic rally, market experts anticipate that the bullish momentum will likely continue into the first half of October. Supported by upcoming earnings reports and the return of post-holiday buying, the index is expected to consolidate between 46,500 and 48,600 points before attempting further gains.
Macroeconomic Strength: Taiwan's August export orders reached a record US$102.96 billion, exceeding expectations and signaling robust economic health. Analysts believe that upward revisions in corporate earnings and reasonable market valuations will facilitate healthy sector rotation and support the broader index.
Key Monitoring Variables: While sentiment is positive, experts highlight six critical variables to monitor, including Middle East tensions, oil price volatility, AI developments, foreign institutional activity, and the upcoming US midterm elections. Rising oil prices remain a specific risk that could dampen market valuations.
Investment Strategy: Analysts suggest a cautious approach, noting that sustained trading volume above NT$1 trillion is essential for the rally to continue. Investors are advised to buy on dips rather than chasing highs and to keep a close watch on foreign net short positions in the futures market.
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