Goldman Sachs
May 24, 2026
Taiwan Weekly Kickstart
Weekly UpdateEquitiesMacro Economic IndicatorsFXInformation TechnologyFinancials
The TAIEX index hit new record highs with a 3% weekly gain, fueled by broad technology strength and institutional inflows. Investors are preparing for major rebalancing flows from the MSCI May 2026 index review.
Key Takeaways
- 1.TAIEX rose 3% to reach new record highs, driven by broad-based technology strength and institutional buying.
- 2.The upcoming MSCI May 2026 index rebalancing is expected to generate US$22bn in gross flows for Taiwan equities.
- 3.Earnings revisions remain positive, particularly in Information Technology and Financials, while TSMC continues to see net foreign selling.
Table of Contents
- Charts of the Week: MSCI May 2026 Rebalancing Flows
- Taiwan Market/Sector Summary & Scorecard
- GS Macro & Market Forecasts
- Performance Snapshot
- Sector Leaders/Laggards
- Style/Factor Monitor
- Equity Flows
- ETF Flows
- Regional Fund Flows and Positioning
- Valuations in Context
- Earnings Revisions
- TSMC ADR Premium Reversal Index (GSSRTSMR)
- Equity and Policy Risk Indicators
- Macroeconomic Indicators
- Monthly Sales Tracker (April 2026)
- 2026Q1 Result Summary
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Authors
Alvin So, CFATimothy Moe, CFAKinger Lau, CFASunil KoulMark Hung
Securities
TAIEX2330 TT2382.TW2454
Themes
AI and Tech Hardware StrengthPassive Rebalancing ImpactInstitutional Flow Divergence
Regions
Asia PacificTaiwanUnited States