How Taiwan ETFs Are Falling While Earnings Rise

Taiwan's export-dependent economy is facing a paradox: corporate earnings remain strong, but the iShares MSCI Taiwan ETF (EWT) has fallen 2.7% in the past week while other Asian ETFs like South Korea's EWY are surging. Lucas and Luna examine the divergence, exploring how the strong dollar, geopolitical tensions over Iran, and shifting supply chains are punishing Taiwan despite its solid fundamentals. They discuss the specific impact of the U.S. dollar index hovering near 119, the role of semiconductor demand from companies like TSMC, and what this means for investors in emerging markets. This episode offers a sharp, data-driven look at how macroeconomic forces—trade policy, currency movements, and geopolitical risk—can override strong corporate performance, with concrete examples from the latest ETF price action and economic indicators. #Taiwan #EWT #EmergingMarkets #ETFs #Semiconductors #TSMC #DollarIndex #GeopoliticalRisk #SupplyChains #AsiaMarkets #ExportEconomy #TradePolicy #IranWar #CurrencyRisk #Economics #FexingoBusiness #BusinessPodcast #GlobalEconomy Keep every episode free: buymeacoffee.com/fexingo