The Taiwan ETF Surge Why EWT Is Beating Every Emerging Market

Taiwan's stock market is leaving every other emerging economy in the dust. The iShares MSCI Taiwan ETF, ticker E-W-T, surged 5.5 percent in the past five trading days alone — more than double the gain of South Korea's EWY and miles ahead of China's FXI, which actually fell 1.8 percent. Lucas and Luna dig into why Taiwan is diverging so sharply from the rest of the emerging world. They examine the semiconductor supply chain's role, the geopolitical premium that's now working in Taiwan's favor, and how capital flows are rewarding economies tied to AI infrastructure over those reliant on consumer goods and commodities. With the dollar still strong at 119.3 on the trade-weighted index, traditional export-led models are struggling — but Taiwan's tech-heavy export mix is the exception. The hosts also touch on what this means for India, Brazil, and other large emerging markets that are seeing more muted gains. If you've wondered why your emerging market ETF isn't keeping up with the headline indexes, this episode explains the great divergence happening inside the asset class. #Taiwan #EmergingMarkets #EWT #Semiconductors #AIEconomy #ETF #GlobalTrade #SupplyChain #TSMC #DollarStrength #SouthKorea #India #China #FXI #EWZ #CapitalFlows #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo