EWT iShares MSCI Taiwan ETF Loading... : Bullish and Bearish Analyst Opinions
Loading chart...
Top Calls
Feed
01:00
Jul 17
Jul 17
Taiwan stocks fell over 2.7 percent in trading today, reflecting broad market declines in the region.
06:25
Jul 16
Jul 16
Overweight South Korea and Taiwan for AI exposure.
South Korea and Taiwan remain attractive overweight allocations within emerging markets due to their strong exposure to the 'New China' themes of AI, renewables, and memory chips, which will continue to drive long-term growth despite short-term retail volatility.
HIGH
06:08
Jul 15
Jul 15
Taiwan preferred for AI play
Taiwan is the preferred market for the AI/semiconductor play over Korea. TSMC has a stronger position, and Taiwan exhibits less leverage and margin lending excess than Korea, making it a cleaner long-term vehicle for the AI theme.
MED
06:35
Jul 13
Jul 13
Buy AI semiconductors via U.S., Taiwan, Japan
The AI upstream story (semiconductors/hardware) remains intact. The recent correction is a good buying opportunity because hyperscaler capex continues to drive demand. U.S., Taiwan and Japan markets offer the best exposure to AI upstream with healthier trends, while Korea is too volatile.
HIGH
17:52
Jul 07
Jul 07
Korea, Taiwan, Japan ride AI boom.
Global diversification is critical, and markets like Korea, Taiwan, and Japan are up strongly due to their leverage to tech and AI. These markets are driven by the same AI theme but offer diversification away from U.S. mega-caps. Korea is up 92%, Japan 39%, and they are benefiting from the global AI buildout.
MED
06:00
Jul 04
Jul 04
Taiwan equities lead EM earnings, AI beneficiary.
Taiwan, alongside Korea, is a standout in emerging markets, benefiting from AI-driven semiconductor demand and strong corporate earnings growth. Taiwan and Korea together make up about half of the MSCI Emerging Markets index, and are still undervalued compared to developed markets. The speaker is explicitly optimistic on Taiwan as part of the EM allocation call.
MED
04:02
Jul 02
Jul 02
AI bubble break hurts Taiwan, Korea.
If the AI bubble collapses, the most vulnerable beneficiaries are Taiwan and South Korea due to their deep integration in the semiconductor supply chain. Taiwan's GDP could be hit by 4% and South Korea's by 2%, with exports, investment, and fiscal revenue all at risk.
LOW
06:58
Jul 01
Jul 01
Taiwan rally broadening, monitor inference bottlenecks.
The Taiwanese equity rally is broadening beyond TSMC into smaller niche players as investors look for AI inference bottlenecks and country-specific AI implementation dynamics, making this a key dynamic to monitor.
MED
01:55
Jun 30
Jun 30
Taiwan stock index surges as much as 3.3 percent to reach 46,499.02 points in today's trading session.
01:01
Jun 30
Jun 30
Taiwan stock market advances by more than 2.2 percent in today's trading session.
04:28
Jun 29
Jun 29
Tech buildout benefits North Asia, hurts India
North Asian economies like South Korea, Taiwan, and Japan are deeply involved in the AI and tech buildout, experiencing strong employment and growth in the tech sector. In contrast, countries like India and the Philippines are not directly part of this buildout, lack big growth drivers, and face greater stagflation risks.
MED
23:30
Jun 26
Jun 26
Taiwan debt dynamics warrant caution.
Taiwan's equity gains are concentrated in 1-2 stocks, and massive domestic borrowing in debt markets has crowded out government auctions, which raises caution around the market.
MED
01:05
Jun 25
Jun 25
Taiwan stocks gain up to 1.6 percent with the benchmark index reaching 46,785.45 points.
22:12
Jun 24
Jun 24
AI chip cycle has further to run
The AI semiconductor cycle still has a year or two to run, driven by massive infrastructure investment, scaling inference demand, and supply constraints; earnings momentum is expected to strengthen in the near term, and Asian chipmakers particularly in South Korea and Taiwan benefit disproportionately from this buildout.
HIGH
14:30
Jun 22
Jun 22
Standard Chartered overweights Asia ex-Japan, favoring Taiwan and China on AI and earnings prospects.
10:59
Jun 22
Jun 22
EM earnings growth 50% driven by chips.
Emerging markets, particularly Asia, Korea and Taiwan, are a top call this year. The semiconductor chip story is a huge part of it. EM markets are up 30% but EM earnings growth is expected to be up 50%, driven by healthy demand despite some bottlenecks.
MED
10:15
Jun 22
Jun 22
Standard Chartered overweights Asia ex-Japan and favours Taiwan and China on AI and earnings prospects.
10:55
Jun 17
Jun 17
Korea and Taiwan benefit from US tech spend.
Emerging markets remain underappreciated and are the prime recipients of massive US tech spending, with Korea and Taiwan, in particular, benefiting. Despite strong performance, forward valuations have actually compressed, creating an opportunity.
MED
06:56
Jun 17
Jun 17
Short Korea/Taiwan; long Japan cyclicals
The overnight semiconductor selloff driven by falling oil prices signals a rotation out of tech into cyclicals. Korea and Taiwan, dominated by chip makers, will underperform, while Japan industrials and banks benefit from lower oil and rotational flows.
MED
01:03
Jun 15
Jun 15
Taiwan shares climb more than 2.7 percent, extending gains in regional trading.
10:13
Jun 12
Jun 12
Long US and Asia, avoid Europe
Prefer US and Asia (Japan, Taiwan, Korea) equities over Europe because the US and Asia have multiple domestic and structural growth drivers (AI, tech, fiscal stories) while Europe’s fate is overly tied to a single geopolitical factor (Iran conflict resolution).
HIGH
About EWT Analyst Coverage
Buzzberg tracks EWT (iShares MSCI Taiwan ETF) across 19 sources. 39 bullish vs 3 bearish calls from 59 analysts. Sentiment: predominantly bullish (41%). 88 total trade ideas tracked. Past 7 days: 3 bullish, 4 watch. Latest voices: financialjuice, John Woods, Herald van der Linde.