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Global Q4 Market Trends: Taiwan Stocks Lead with 7.67% Average Quarterly Gain
Finance · Investment Managers · economic_daily · 2026-09-22
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Data from the past five years shows Taiwan stocks leading global markets in Q4 performance, followed by the S&P 500, prompting analysts to suggest ETF strategies.
What Happened
Q4 Global Market Performance: Historical data over the past five years indicates that global stock markets typically perform well during the fourth quarter, driven by seasonal consumption trends. Taiwan's weighted index has emerged as the top performer with an average gain of 7.67%, while the S&P 500 follows closely at 6.68%, with other major markets like Japan and France also showing solid growth.
Outlook for Taiwan Stocks: Taiwan's economic fundamentals remain robust, bolstered by strong AI demand and sustained corporate capital expenditure. Analysts suggest that investors utilize active market-cap-weighted ETFs to navigate the current environment of rapid capital rotation while capturing growth from the local supply chain's critical role in technology.
US Market Resilience: The US economy continues to expand at a steady pace, supported by resilient domestic spending and strong productivity growth. Experts recommend that investors consider broad-based S&P 500 ETFs to gain exposure to the diverse US market, which benefits from healthy sector rotation and an expanding range of companies with positive earnings revisions.
Japanese Market Potential: Japanese companies are showing strong earnings resilience, with expectations for nearly 19% profit growth in FY26. Supported by increased shareholder returns through buybacks and dividends, alongside steady economic conditions, the Japanese market remains attractive for both domestic and foreign investors.