iShares MSCI Taiwan ETF

EWT-N

NYSEARCA:EWT

40.58
0.17 (0.42%)

Analysis and Opinions about EWT-N

Signal
Opinion
Expert
BUY
BUY
January 16, 2020
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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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.
BUY WEAKNESS
BUY WEAKNESS
January 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.
Show full opinionHide full opinion
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.
COMMENT
COMMENT
September 30, 2016

You can think of this as an indirect Apple play. They have a lot of technology component companies, that are basically supplying all of the major smart phones of the world. What you will notice about Taiwan is that when Apple has a good product launch, their market tends to do well.

Show full opinionHide full opinion

You can think of this as an indirect Apple play. They have a lot of technology component companies, that are basically supplying all of the major smart phones of the world. What you will notice about Taiwan is that when Apple has a good product launch, their market tends to do well.

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