Opinions
Larry Berman CFA, CMT, CTA
iShares MSCI Taiwan ETF
EWT-N
BUY ON WEAKNESS
Jan 13, 2020
Taiwan ETF. It is an interesting play from a geopolitical perspective. But you have to worry about the top holding being 24% and a lot of the run-up is about this semiconductor company. Wait for the next market correction of 10% or more before stepping in.
$41.775
Stock price when the opinion was issued
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His key focus is macro. The Taiwan ETF is one of his holdings currently. He is a big fan of the semiconductor cycle. Both producers and equipment companies are beneficiaries of a stronger economy. The whole region is more attractive. When you break out of a range like that it is just the beginning. You could also own AIA or DXJ. EWY is a play on Samsung.
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