Taiwan Central Bank Holds Rates Steady Despite Higher Energy Costs

Consumer inflation has come in above the central bank's 2% warning level for four months, but strong growth fueled by AI provides space to hold off on rate hikes.

WSJ • Sep 17, 2026

Record ETF Launch Pace & Innovation Defined August

Late-summer vacations and school prep usually signal a sleepy August for Wall Street. However, exchange-traded funds (ETFs) had other plans in mind.

ETF Trends • Sep 8, 2026

EWT: High AI Potential, Tremendous Geopolitical Risks As China Preps For A Blockade

iShares MSCI Taiwan ETF remains a buy due to Taiwan's central role in AI and semiconductors, despite elevated geopolitical risks. TSMC dominates EWT's portfolio, underlining the ETF's heavy exposure to advanced chip manufacturing and AI supply chains. Valuations are reasonable for tech: EWT's PE is 21.55 and PS is 2.16, with TSMC's metrics higher but justified by its industry position.

Seeking Alpha • Sep 3, 2026

BMO & REX Debut 3X Leveraged Brazil, Japan & Taiwan ETNs

On August 19, 2026, Bank of Montreal and REX Shares announced the launch of a new suite of exchange-traded notes (ETNs). These ETNs, issued by BMO, go live for trading on the Cboe BZX Exchange on Thursday, August 20, 2026.

ETF Trends • Aug 19, 2026

Taiwan and Korea lose $29 billion in July: is money rotating away from AI?

Foreign investors continued pulling money from Asian equities in July, but the headline outflow masks a striking shift underneath: capital moved away from the region's biggest AI winners while selectively returning to markets with less dependence on the semiconductor boom. Investors sold a net $25.48 billion of shares across seven major Asian markets during the month, extending the region's foreign-selling streak to nine months.

Invezz • Aug 11, 2026

EWT: Taiwan Has Passed Many AI Tests This Summer

I reiterate a buy rating on the iShares MSCI Taiwan ETF, citing strong growth-adjusted valuation and resilient AI-driven fundamentals. EWT remains highly concentrated in information technology, with a 22.5% weighting in TSM and a 71% sector allocation. Despite recent volatility and seasonal headwinds, EWT's PEG ratio under 0.7x and rising 200-dma support a bullish long-term stance.

Seeking Alpha • Aug 11, 2026

Taiwan's ASE Tech raises 2026 capex by $2 billion on strong demand

Taiwan's ASE Technology Holding , the world's largest ​chip packaging and testing provider, said on Thursday ‌it would raise this year's capital expenditure by $2 billion to around $10.5 billion, driven by strong demand.

Reuters • Jul 30, 2026

Hang Seng Index is soaring as Kospi and Nikkei 225 implode: here's why

The Hang Seng Index has outperformed its major Asian peers this year, even as the Kospi and Nikkei 225 have come under pressure. The index has rebounded nearly 14% from its lowest level this year, while the Nikkei 225 and Kospi have fallen about 15% and 40%, respectively, from their year-highs.

Invezz • Jul 29, 2026

AI Chip Stocks Just Got Crushed. 3 Semiconductor ETFs to Buy the Dip On

Semiconductor stocks have made investors' fortunes over the past four years, and by extension, semiconductor ETFs turned into the best-performing names.

24/7 Wall Street • Jul 23, 2026

Kospi jumps 6% as Asia's battered semiconductor trade rebounds

Asian stocks rallied on Wednesday as investors returned to semiconductor shares after a bruising sell-off, taking their cue from a Wall Street rebound even as Brent crude pushed further above $91 a barrel. MSCI's Asia-Pacific gauge outside Japan gained 1.2%, while South Korea's Kospi surged more than 6% and Japan's Nikkei 225 climbed 1.9%.

Invezz • Jul 22, 2026