EWT iShares MSCI Taiwan ETF Loading... : Bullish and Bearish Analyst Opinions
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Top Calls
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05:09
Sep 03
Sep 03
AI fundamentals rock-solid; Taiwan Korea benefit.
Taiwan is gaining as an integrated semiconductor nation because TSMC's supply chain is heavily domestic, capacity is running out, chipmaking tool estimates are rising 1.9x, and local retail investors have kept risk balanced despite foreign outflows.
HIGH
18:03
Sep 02
Sep 02
Korea Taiwan extend AI exposure
Emerging markets, specifically Korea and Taiwan, are areas to lean further into AI for investors seeking additional AI exposure beyond the US.
MED
17:37
Sep 02
Sep 02
South Korea and Taiwan ride AI buildout.
AI could level the playing field for international markets. South Korea and Taiwan have become huge players in the AI buildout, and their stock markets have been going nuts—though concentrated in a handful of companies. This demonstrates that international diversification can deliver winners from unexpected places.
MED
06:43
Sep 02
Sep 02
AI demand helps Taiwan outperform Korea
Taiwanese stocks are outperforming other tech-heavy Asian gauges, supported by Nvidia-related investments and Dell's upbeat earnings outlook; Taiwan has overtaken Korea as the world's best-performing major stock gauge this year on AI demand.
MED
06:39
Sep 02
Sep 02
Taiwan equities outperform Korea.
Taiwanese stocks are outperforming and have overtaken Korean stocks as the top global gauge this year, supported by ongoing AI optimism from Nvidia's investment and Dell's forecast, while Korea leads Asian losses.
MED
21:51
Aug 31
Aug 31
AI boom lifts chip exporter growth
The US AI investment boom is benefiting countries that export chips to the United States, especially Taiwan and South Korea, which are booming as a result even though the broader global growth story is being dampened by tariffs and high energy prices.
MED
14:36
Aug 30
Aug 30
Taiwan invasion risk rises as deterrence weakens
The Iran war is depleting Patriot, THAAD, and SM-3 munitions and pulling naval assets from the Indo-Pacific, weakening US deterrence against China; China is counting US magazine depth and could more seriously consider moving on Taiwan, with Xi Jinping's 2027 PLA readiness deadline creating a dangerous window and sliding toward conflict.
HIGH
10:44
Aug 28
Aug 28
Taiwan invasion is only matter of time.
Xi Jinping will invade Taiwan; it is only a matter of time because territorial integrity after the century of humiliation is central to CCP legitimacy. China is expanding its nuclear arsenal to deter US intervention, and Washington is unlikely to risk nuclear war over Taiwan.
HIGH
05:08
Aug 27
Aug 27
Shift allocations from Taiwan and Korea to China.
Investors are reweighting out of highly concentrated, AI-driven markets like Taiwan and South Korea and incrementally allocating to China. Valuations between Hong Kong and China are within normal ranges, the AI theme is more nascent with room to grow, and the IPO pipeline remains very strong.
MED
17:13
Aug 21
Aug 21
Emerging markets outperform US on fundamentals.
Emerging market stocks and bonds have outperformed the US this year, partly on fundamentals; Korea and Taiwan are benefiting from AI demand and commodity-exporting countries may be helped by commodity exports.
MED
05:37
Aug 20
Aug 20
Buy Taiwan and South Korea tech dips.
Upgrading Taiwan and South Korea equities as an opportunistic, leveraged sector play on tech and SMEs, as the technology growth story has many years to run.
MED
05:11
Aug 18
Aug 18
Taiwan's AI supply chain drives strong performance.
Taiwan's macro environment and equity market are extremely strong, driven by huge export expectations and capacity strength across the entire TSMC AI supply chain, including passive components and substrates.
HIGH
04:34
Aug 18
Aug 18
Strong earnings momentum supports Korea and Taiwan.
Asian markets like Korea and Taiwan have seen significant earnings upgrades and strong momentum, and a weaker dollar is helping insulate them from rising yields, potentially drawing investors back after recent deleveraging.
MED
05:52
Aug 14
Aug 14
Taiwan remains an underweight institutional story.
Taiwan remains an underweight story because the institutional selling from the start of the year has not yet been closed out, making it less attractive compared to other parts of Asia tech.
MED
11:13
Aug 11
Aug 11
EM equities strong, led by Korea/Taiwan.
Emerging market equities are less oil-dependent than perceived; Korea and Taiwan are seeing strong earnings upgrades tied to AI and trade, and the macro backdrop remains sound.
HIGH
04:25
Aug 11
Aug 11
Taiwan tech market healthier than Korea.
Taiwan's technology market is fundamentally healthier than Korea's because Taiwan has a more broad-based hardware ecosystem spanning networking, testing, and infrastructure, while Korea is narrowly focused on memory and subject to high retail-trading volatility. This makes Taiwan a more attractive market within the AI supply-chain theme.
MED
04:25
Aug 10
Aug 10
Taiwan-Japan AI supply chain outperforms Korea
Sustained AI CapEx from US hyperscalers and Nvidia's direct investments in data center power solutions are reigniting the Taiwan and Japan tech supply chain, while Korea is held back by a crisis of retail confidence and poor shareholder returns from memory makers.
HIGH
18:33
Aug 05
Aug 05
AI supply chain lifts Asia markets.
Korea and Taiwan are critical AI supply-chain bottlenecks with enormous earnings growth, while Japan gets 60% of its earnings growth from AI-related companies, making these markets attractive AI plays globally.
HIGH
06:50
Aug 05
Aug 05
SpaceX AI spending lifts Asian tech
SpaceX's strong AI compute bookings and its aggressive locking down of Nvidia production will benefit the Asian semiconductor supply chain, which reads very well into Korea, Taiwan and Japan, where tech-heavy gauges are trading strongly.
MED
05:04
Aug 01
Aug 01
Author clarifies they were mistakenly looking at EWT instead of EWY.
Author clarifies they were mistakenly looking at EWT instead of EWY, with no directional position stated.
LOW
04:45
Jul 31
Jul 31
Taiwan stocks surge more than eight percent in a broad market rally.
Taiwan stocks surge more than eight percent in a broad market rally, reflecting strong investor sentiment and regional gains.
01:12
Jul 31
Jul 31
Taiwan's stock market surged more than six percent in a broad-based rally according.
Taiwan's stock market surged more than six percent in a broad-based rally according to the latest trading data.
01:39
Jul 30
Jul 30
Taiwan equities climb more than two percent as shares advance in the broader market.
01:11
Jul 28
Jul 28
Taiwan equities fall 3.7 percent amid broad market weakness with no specific catalyst cited.
01:01
Jul 28
Jul 28
Taiwan equities fall more than three percent in a broad selloff according to market reports.
01:01
Jul 28
Jul 28
Taiwan stocks decline more than three percent in a broad market sell-off.
07:04
Jul 27
Jul 27
Korea and Taiwan stocks have more upside
KOSPI and TAIEX still have upside potential despite profit booking and AI capex concerns. In Korea, the run-up has been driven by Samsung and SK hynix, but the broader story of corporate reform and shareholder value is not fully priced, and more than half of sectors have seen earnings upgrades. In Taiwan, similar potential exists. Dips should be bought.
MED
16:59
Jul 26
Jul 26
Taiwan benefits from AI supply chain.
Taiwan is also a beneficiary of the AI supply chain boom alongside South Korea, though the speaker provides less detail.
LOW
About EWT Analyst Coverage
Buzzberg tracks EWT (iShares MSCI Taiwan ETF) across 24 sources. 58 bullish vs 3 bearish calls from 77 analysts. Sentiment: predominantly bullish (44%). 125 total trade ideas tracked. Past 7 days: 6 bullish, 1 watch. Latest voices: Anthony Stevens, Gargi Chaudhuri, Ben Carlson.