Taiwan's stock market closed at a new all-time high! Up over 60% year-to-date, it ranks as the world's second-best performing market, with Goldman Sachs forecasting a rise to 51,000 points.
Gelonghui, June 3 | The Taiwan Weighted Index rose as much as 2.18% intraday to 46,552.16 points, setting a new all-time high; it ultimately closed up 1.98% at 46,459.16 points, marking another record closing high. Year-to-date, the Taiwan Weighted Index has gained 60.41%, solidifying its position as the world’s second-best performing market, trailing only the KOSPI. The total market capitalization of Taiwan’s equity market has surpassed USD 5.1 trillion, climbing three ranks this year alone—surpassing France, the UK, Canada, and India—to become the world’s fifth-largest. Goldman Sachs has upgraded its rating on Taiwan equities to overweight, citing 'our conviction that AI-related investments will drive...'
The stock markets of South Korea, Taiwan, and Japan all closed at record highs.
Gelonghui, April 27 | Stimulated by the sharp rise in U.S. high-tech stocks, the stock markets of South Korea, Taiwan (China), and Japan all closed at record highs today: The KOSPI index closed up 2.15% at 6615.03 points, setting another record high at closing. The KOSPI index has risen by 56.97% year-to-date, remaining the best-performing market globally. The total market capitalization of South Korea’s three major indices—KOSPI, KOSDAQ, and KONEX—exceeded 6000 trillion Korean won for the first time during trading today, reaching 6047.917 trillion Korean won (approximately RMB...
The Taiwan Stock Exchange closed at another all-time high, with a year-to-date gain of nearly 30%. Over US$10 billion in foreign capital flowed into the market in a single month, potentially setting a new historical record.
According to the Glodon data on April 21, Taiwan's weighted index surged 2.23% intraday to hit a record high of 37,781.83 points and finally closed up 1.75% at 37,605.11 points, setting another all-time closing high. The weighted index has risen 29.84% year-to-date, ranking second only to South Korea’s KOSPI in terms of gains among Asian markets and surpassing the 18% increase in Japan’s Nikkei 225 Index. Bloomberg analysis suggests that as some investors reallocate their investments toward AI-related opportunities in Asia, Taiwan is gradually replacing South Korea as a more favored market. Strategists believe this is primarily due to Taiwan’s more comprehensive positioning within the semiconductor supply chain.
Taiwan Stock Exchange Weighted Index surged by nearly 3%.
On March 25, according to the Gelonghui report, signs of easing in the Middle East situation reemerged, and Taiwan's stock market opened higher. The Taiwan Weighted Index surged nearly 3% at the opening, reaching 33,551.54 points. Reports indicate that the United States intends to propose a one-month ceasefire plan to facilitate discussions with Iran on a 15-point agreement aimed at ending the war.
Asia-Pacific stock markets rebounded across the board! South Korea's stock market surged over 6%, Japan's stock market rose more than 3%, and the ChiNext Index and Hang Seng Tech Index both gained over 2%.
Gelonghui, March 10 | After experiencing a Black Monday, the Asia-Pacific stock markets rebounded across the board on Tuesday. Specifically, the KOSPI Composite Index surged over 6%, the Nikkei 225 Index and the Taiwan Weighted Index rose more than 3%, the ChiNext Index gained 2.2%, the Hang Seng Tech Index climbed 2%, the Hang Seng Index advanced 1.3%, the Shenzhen Component Index increased by 1.2%, and the Shanghai Composite Index edged up by 0.05%. In terms of news, concerns about the impact of conflicts in the Middle East have eased as U.S. President Trump stated that the war has largely ended.
Black Monday! The entire Asia-Pacific stock market plunged! South Korean stocks fell nearly 8%, Japanese stocks plummeted by 3,700 points, and the Hang Seng Tech Index dropped nearly 4%.
Gelonghui, March 9 | The Asia-Pacific stock markets encountered a Black Monday with a widespread plunge. Among them, the KOSPI Composite Index plummeted nearly 8%, the Nikkei 225 Index fell nearly 7% (plummeting over 3,700 points), the Taiwan Weighted Index dropped more than 6%, the Australia S&P 200 Index fell over 4%, the Hong Kong Hang Seng Tech Index opened 3.79% lower, and the Hang Seng Index opened 2.65% lower. On the news front, geopolitical tensions in the Middle East continued to escalate, leading to a decline in oil production and a surge in oil prices. WTI crude oil prices surged over 20% today to $111.24; Brent crude oil soared nearly 20% to $110.78.
Comprehensive conflict erupts among the US, Israel, and Iran! Taiwan Stock Exchange drops by 2.28%.
Gelonghui, March 2nd | The Taiwan Stock Exchange opened lower, with the Taiwan Weighted Index plunging 2.28% at the start of trading to hit 34,605.36 points. It subsequently rebounded somewhat, and the current decline has narrowed to 1.1%. In terms of news, following attacks by the United States and Israel on Iran, Tehran announced the closure of the Strait of Hormuz, causing significant disruptions to global maritime energy transportation. Multiple tanker companies, international oil giants, and energy traders have suspended the transport of crude oil, fuel, and liquefied natural gas (LNG) via the Strait of Hormuz, raising fears of a sharp spike in energy prices. Market analysts noted that if the Strait of Hormuz remains blocked for an extended period, it will significantly push up international oil prices.
The wave of 'selling America' has surged again as global capital unanimously flows into two major themes: Asian tech stocks and gold.
Emerging market equities, currencies, and precious metals continued their strong momentum at the start of 2026 as tensions between the US and Europe weighed on the dollar.
Decision Analysis: Trump’s Stance on Iran Softens! Caution Against Yen-Triggered Intervention Moves as Fed Rate-Cut Bets Shift
On Friday (January 16), Asian stock markets rose as the artificial intelligence sector regained momentum; meanwhile, the US dollar remained near a six-week high after strong economic data prompted traders to reduce their bets on Federal Reserve interest rate cuts.
Asian Equities: Asia-Pacific stock markets generally softened, with tech stocks in Japan and Taiwan retreating, while South Korean and Indonesian markets continued to reach new highs.
The Dow Jones Industrial Average fell 42 points, or less than 0.1%, overnight on the 13th, while the Nasdaq dropped approximately 1%. The broader weakness in U.S. markets led to declines across Asia-Pacific bourses, with technology shares in Japan and Taiwan retreating. New Zealand and Singapore's stock markets reversed from record highs, while South Korea and Indonesia’s benchmarks also hit new peaks before retreating. Yesterday, the Shanghai, Shenzhen, and Beijing exchanges announced an increase in margin trading requirements. By midday, the Shanghai Composite Index had fallen 24 points, or 0.6%, to 4,101 points, while the Shenzhen Component Index declined 62 points, or 0.4%, to 14,186 points. Hong Kong's Hang Seng Index dropped 147 points, or 0.5%, to 26,852 points, with a total turnover of 163.9 billion Hong Kong dollars. Taiwan's weighted index fell 266 points, or 0.9%, to
Decision Analysis: Trump's Move Shakes Wall Street! Gold Emerges as an All-Purpose Hedge, Iran Suddenly Hit with Tariffs
On Tuesday (January 13), a surge in Japan's stock market drove an overall rise in the Asian market, fueled by growing investor optimism toward "all things AI-related." Meanwhile, uncertainties surrounding the Federal Reserve's independence benefited gold but weighed on the US dollar. Oil prices climbed due to supply concerns sparked by turmoil in Iran, as US President Donald Trump warned that any country doing business with Iran would face a 25% tariff on its trade with the United States.
Asia-Pacific Stock Markets Generally Perform Well; Shanghai Index Hits Over a Decade High, while Taiwan, Japan, South Korea, and Singapore Indices Reach New Peaks
U.S. stocks reversed losses to close higher overnight (August 12), with the Asia-Pacific markets generally performing well. The Shanghai Composite Index hit another decade-high, while Taiwan's, Japan's, South Korea's, and Singapore's key indexes reached new peaks. The Shanghai Composite edged down by 1 point to close at 4,163 points in the morning session, having touched an intraday high of 4,179 points, the highest in over a decade; the Shenzhen Component Index fell by 45 points, or 0.3%, to 14,321 points. The combined turnover of the two mainland exchanges exceeded 2.44 trillion yuan in the half-day session. Hong Kong's Hang Seng Index rose by 268 points, or 1%, to 26,877 points, with turnover reaching 192 billion Hong Kong dollars. Market rumors suggested that China is nearing a tariff agreement with the U.S. at a rate of 15%. Taiwan's weighted index climbed by 154 points, or 0.5%, to 30,722 points, hitting an intraday high of 30,9...
Decision Analysis: Trump May Take Military Action Again! Gold Is Less Than $100 Away from Its Record High, and a Fed Official Issues a Sudden Warning
On Tuesday (January 6), Asian stock markets continued their strong upward momentum and once again hit record highs, extending the overnight recovery in risk appetite on Wall Street. The Dow Jones Industrial Average closed at a historic high previously, driven by gains in energy and financial stocks.
Asian Stocks: Asia-Pacific stock markets rise; Taiwan's stock market surpasses 30,000 points, hitting record highs alongside South Korea, Singapore, and Indonesia.
The upcoming Consumer Electronics Show in the United States has sparked market anticipation for new technology announcements, driving Asia-Pacific stock markets higher, led by gains in technology shares. The South Korean, ****, Singaporean, and Indonesian stock markets all reached record highs. Mainland China’s unofficial services PMI for last month fell to a six-month low. The Shanghai Composite Index rose 42 points, or 1.1%, to close at 4,011 points, while the Shenzhen Component Index gained 252 points, or 1.9%, reaching 13,777 points. Hong Kong's Hang Seng Index dropped 21 points, or less than 0.1%, to 26,316 points, with turnover amounting to 155.5 billion Hong Kong dollars. Taiwan's weighted index surged 883 points, or 3%, to 30,233 points, setting an intraday high of 30,339 points.
Daiwa: Strength or weakness of the US dollar becomes pivotal; expects liquidity to support Chinese equities by year-end.
The bank remains cautious about a potential market pullback in the fourth quarter of 2025, which could be triggered by a cooling of sentiment leading to profit-taking, a slowdown in economic activity, or a resurgence of geopolitical risks.