Why the Taiwan Weighted Index Is Trending in India: Q4 Gains, AI Supply Chain and Market Impact

Taiwan Index’s Q4 Strength

Over the last five years, the Taiwan Weighted Index has posted an average fourth‑quarter rise of 7.67%, which is higher than the S&P 500’s 6.68% average in the same period (source). This pattern shows that Taiwan’s market often leads global equities during the final quarter, a fact that has caught the eye of Indian investors looking for seasonal opportunities.

AI Supply Chain and Earnings Support

Fund managers point to Taiwan’s central role in the global AI supply chain and steady corporate earnings from the United States and Japan as the main reasons for this Q4 outperformance (source). Taiwanese manufacturers of key tech components benefit from ongoing AI demand, while earnings momentum in the U.S. and Japan adds further backing.

Indian Market Move on 30 September 2026

On 30 September 2026, Indian shares climbed as Brent crude slipped below $102 a barrel and U.S. Treasury yields fell back from the 5% level (source). The Sensex gained about 564 points to sit near 74,859, while the Nifty 50 rose roughly 68 points to exceed 23,414. Foreign institutional investors turned net buyers of around ₹60 billion (≈ $720 million), breaking a six‑day streak of net selling.

Policy Context and Caution

The same day the U.S. Federal Reserve lifted rates by 25 basis points, ending the easing cycle that started in September 2024 (source). Although the one‑day buying signal is modest compared with earlier months of heavy outflows, it hints at a tentative shift in sentiment that market watchers are tracking.

What Indian Investors Should Watch

Analysts warn that despite Taiwan’s historical Q4 strength, risks such as U.S.–Iran tensions, oil price swings, and the Fed’s policy direction could interrupt the rally. Indian investors should weigh these global factors alongside domestic market trends when considering exposure to the Taiwan Weighted Index.