How Taiwan Stocks Are Surging on EWT in June 2026

Episode 68 of The Global Economy Podcast examines why Taiwan stocks, as tracked by the EWT ETF, have surged 5.2% in the past week while China's FXI dropped 4.7%. Lucas and Luna explore the divergence between the two markets, focusing on Taiwan's semiconductor dominance and its insulation from China's economic slowdown. They discuss how the weakening yen is boosting Taiwan's export competitiveness, the impact of US-China trade tensions, and why investors are rotating into Taiwan as a safe tech bet. Specific data points include EWT's 5.2% weekly gain versus FXI's 4.7% loss, and the yen's slide to 160.2 per dollar. The episode also touches on the broader emerging market landscape, referencing EEM's 2.2% gain and the trade-weighted dollar index at 119.5. #TaiwanStocks #EWT #Semiconductors #EmergingMarkets #FXI #ChinaEconomy #YenWeakness #ExportCompetitiveness #TechSupplyChain #USChinaTrade #GlobalEconomy #ETFInvesting #Economics #MarketDivergence #FexingoBusiness #BusinessPodcast #Investing #June2026 Keep every episode free: buymeacoffee.com/fexingo