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Goldman Sachs

June 26, 2026

Sales Trader Commentary

Daily UpdateEquitiesInformation Technology

The Taiwan equity market suffered a volatile week characterized by heavy foreign outflows and large-cap tech selling. Analysts suggest the downturn is largely technical, driven by ETF rebalancing and quarter-end positioning.

Key Takeaways

  • 1.Taiwanese markets experienced significant outflows and volatility, driven by large-cap tech sell-offs and ETF rebalancing.
  • 2.Despite the sell-off, investor sentiment remains bullish on fundamentals, supported by retail inflows and hedge fund dip buying.

Table of Contents

  • Sales Trader Commentary: Bloodbath Friday 6/26/2026
  • Key Investor Feedback and Observations:

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