iShares MSCI Taiwan ETF

EWT tracks an index of Taiwanese firms, covering the top 85% of the market and weighted by market cap subjected to diversification requirements.

iShares MSCI Taiwan Capped ETF has generated a total return over 57% since the trough in October 2022. EWT's portfolio is heavily concentrated in the technology sector, which has contributed to its outperformance compared to the S&P 500 index. Taiwan's economy is in the expansion phase, providing potential for EWT's fund price to continue moving higher. However, conservative investors may want to wait for a pullback before investing.

EWT: Taiwan's Economy Is Expanding, Buy On Any Pullback

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Investors are flocking to Taiwan ETFs in quest of an exposure to the artificial intelligence (AI) supply chain.

AI Hype Drives Taiwan ETFs' Inflows: Time to Invest or Not?

Money is pouring into Taiwan exchange-traded funds as investors scramble for exposure to the artificial intelligence supply chain, raising analyst and regulator caution just as a rally in the sector has turned fickle and volatile.

Investors flood into Taiwan ETFs on AI boom, unnerving some

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iShares MSCI Taiwan ETF is worth considering for international diversification and potential outsized returns. The EWT ETF's top holdings include Taiwan Semiconductor Manufacturing Company Limited and MediaTek, Inc., with the former making up over 22% of the fund. EWT offers exposure to Taiwan's economy, but investors should be aware of currency and geopolitical risks.

EWT ETF: A Tech Play With Potential To Outperform

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In bull markets, a higher beta, tech-heavy fund like Nomura's Taiwan Fund tends to add a fair bit of outperformance.

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While the China macro story of ongoing transition is a headwind to the rest of Asia, there is more to the region's economic health than this.

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China's January CPI inflation was weaker than forecast at -0.8% YoY, which marks the lowest level since September 2009. We expect this to mark the bottom of the current cycle.

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Global equities, including US small and mid-cap stocks, have participated in the 2023 rally. The iShares MSCI Taiwan ETF is an outperforming EM country fund with a reasonable valuation and improved momentum. EWT has a high share price and a trailing 12-month dividend yield of 15.1%, but dividends are expected to normalize at a lower rate.

EWT: High Concentration, But A Reasonable Valuation With Momentum

Following a dismal 2022, Taiwanese equities are set to end the year higher. Looking ahead, the fundamental and technical setup is as compelling as ever ahead of election season. EWT isn't cheap, but its valuation is well-supported by an attractive growth/income combination.

EWT: Improved Taiwan Risk/Reward Heading Into Election Season

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News for iShares MSCI Taiwan ETF ETF (EWT)