iShares MSCI Taiwan ETF

EWT

Börsenwert 11,6 Mrd. $

Seoul's circuit breakers fired before most U.S. investors finished their morning coffee, and a surprise inflation print from Washington is making a bad situation worse for anyone holding Korean chipmakers.

Asian stocks diverged on Wednesday as South Korea's KOSPI extended its retreat while Japan's Nikkei 225 held close to 70,700, showing how differently the region's two chip-heavy markets are absorbing high US yields, firm oil and stretched AI valuations. The KOSPI fell 1.16% to 6,860.73 by 11:20 am in Seoul as foreign investors sold a net 1.16 trillion won of shares and institutions also turned sellers.

Asian market opened the week firmer on Monday as a sharp slowdown in US hiring pushed investors towards a Federal Reserve pause this month, giving rate-sensitive technology stocks room to rebound. Japan led the advance, with the Nikkei 225 jumping 2.5% above 70,000 to a three-month high, while Taiwan's Taiex gained about 2.6%.

India and China ETFs are trailing AI-driven U.S. markets. Explore the reason behind the fall and what to expect ahead.

Taiwan is in continuous talks with the United States about arms sales and has received reassurances since the Washington summit between the US and Chinese ​leaders that US policy on Taiwan has not changed, the defence minister ‌said on Tuesday.

A diversified ETF mix spanning stocks, income, commodities, gold, Bitcoin and AI could reshape retirement portfolios.

Consumer inflation has come in above the central bank's 2% warning level for four months, but strong growth fueled by AI provides space to hold off on rate hikes.

Late-summer vacations and school prep usually signal a sleepy August for Wall Street. However, exchange-traded funds (ETFs) had other plans in mind.

iShares MSCI Taiwan ETF remains a buy due to Taiwan's central role in AI and semiconductors, despite elevated geopolitical risks. TSMC dominates EWT's portfolio, underlining the ETF's heavy exposure to advanced chip manufacturing and AI supply chains. Valuations are reasonable for tech: EWT's PE is 21.55 and PS is 2.16, with TSMC's metrics higher but justified by its industry position.

Taiwanese companies are planning another $20 billion of investments in the U.S. driven by demand for AI applications, the island's economy minister said on ​Wednesday without giving details, though drawing a warm response from a ‌visiting U.S. official.