iShares MSCI Taiwan Index (ETF) (AMEX:EWT)
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Recs
Taiwan is quietly moving ahead of mainland China. Taiwan products are higher quality and dependable
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Long term play. Taiwan will outperfom the SP500 over the next 3-5 years, and once the tensions with China come to an end for good the market will offer strong returns.
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the thaw with the mainland looks for real; and asia rebounds first and longest.
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Taiwan economy will recover and rebound solidly due to increasing ties with China. Further integration with mainland China at least economically is in-progress.
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Taiwan's information technology sector is large and it Inovation in the notebook/netbook computers and semiconductor industry in general is happening in Taiwan companies like Asus and MSI, and they are going to take away a huge amount of business from Dell, HP and others. Netbooks will sell over all other notebooks, they will sell where notebooks never have before. If you are looking to invest in inovoative tech firms Taiwan is the place. More generally the Taiwan companies in this ETF should also benifit from the Chinese / US stimulus plans.
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This should be a good entry point for this long term pick.
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iShares Taiwan Index.
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The Taiwanese market is trading at 11 times earnings and it is opening up to foreign, (especially Chinese) investment after the thaw in relations since this year's election. The current panic is providing us with a great entry point to this promising ETF.
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Convenient way to invest in Taiwan. The improvement in trade relationship between China and Taiwan should help this ETF to take off in a year or so.
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Taiwan is the world's efficient manufacturer. Even if energy costs drive the cost of shipping too high for the US to remain a customer their location positions them well to feed the growing Chinese market.
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The only way this ETF's going is up, up, and up!!! New president of Taiwan who just sworn in has great relationship with the main land Chinese government. That says it all! And that's why moneys are rushing in to this Island from everywhere of the world. Want to be part of it? Buy and long EWT!
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Taiwan and China are mending their differences through economics. The Taiwan economy is ready to bloom
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Taiwan will boom if the new government reunites with China after 60 years of divorce. Outperform.
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Taiwan will make peace with China.
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With new upcoming new president favoring increased trades with China, the Taiwanese economy will likely benefit.
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I still think the forin market is something to watch with the US dollar as weak as it is.
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Taiwan as a market has been undervalued due to political risk. We should see P/E expansion going forward on it's markets with the political risk removed due to convincing win in the elections by KMT party. This should happen sometime before the end of Q3 this year.
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The Taiwanese market is seeing positive overflow from the lagging economies that are pulling back in that region. With the economy of Singapore, I suspect growth will continue exponentially over the next four to six quarters
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they must i repeat must go up
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