iShares MSCI Taiwan Index (EWT)
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EWT Forum Topics
- All Comments on EWT
- General Discussion on EWT
- 31 Country P/E and PEG Ratios [view article]
- Global Market Roundup: Will the Bailout Work? [view article]
- New Short-Selling Regulations in Asia: Can American Investors Profit? [view article]
- Crash Opportunities: Part II [view article]
- Emerging Markets Ready to Re-emerge - Barron's [view article]
- Bespoke's International Equity Snapshot (9/10/08) [view article]
- Global Stock Markets: We All Fall Down! [view article]
- A 360 View of Returns (July 2008) [view article]
- Hard Time for Soft Currencies [view article]
- Financial Markets: The Era of Caution [view article]
- Total Returns by Country Since March 2003 [view article]
- Single Country Emerging Markets ETFs, ETNs and Closed-End Funds [view article]
Recent EWT Articles
- Global Stock Markets: The Crash of 2008?
- New Short-Selling Regulations in Asia: Can American Investors Profit?
- Global Market Roundup: Will the Bailout Work?
- Crash Opportunities: Part II
- Emerging Markets Ready to Re-emerge - Barron's
- Bespoke's International Equity Snapshot (9/10/08)
- Global Stock Markets: We All Fall Down!
- Hard Time for Soft Currencies
- Financial Markets: The Era of Caution
- Total Returns by Country Since March 2003
- Full List of Articles »
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iShares Asia Region ETFs Weekly and YTD Returns [view article]
Seems like you're putting all your eggs into one big basket. How does this compare to JPP (Japan PRIME ETF), JSC (Japan Small Cap ETF), GMF (SPDR Emerging Asia ETF) and GXC (SPDR China ETF)? ReplyMany ETFs, Few Investment Opportunities: 127 Investable Funds [view article]
Richard,Your post is a nifty piece of work, and very helpful as I am currently reconstructing our portfolio (who isn't?). Many thanks, it is much appreciated. Incidentally, I had no problems saving the jpg files in the enlarged format as of 10:00 am asia pac time (10 pm EST). Best Regards,
Gary Davis Reply
Smart Investors Looking at Taiwanese Stocks [view article]
Shaun,No arguments with your post but I think you should mention that alot of the excitement in the market will build up into the Legislative Yuan (Congressional) and Presidential Elections in Jan and Mar, respectively. Investors should monitor the index level at that time and not feel shy about taking profits if the situation looks a bit frothy (which is very likely). There may be some buy the rumor, sell the news action in the local stock market. If one does get a correction after the elections, then your arguments are still valid and you might get a second chance to play Taiwan in mid 2008.
John Reply
Many ETFs, Few Investment Opportunities: 127 Investable Funds [view article]
roncohen,Actually the clickable images are 560 pixels wide. Some browsers reduce large images (they are quite tall) and if you put your mouse over certain parts of the image you get an enlargement icon that allows you to see them it full. They are actually quite large and easy to read.
Richard Reply
Many ETFs, Few Investment Opportunities: 127 Investable Funds [view article]
IN LARGER SIZE;roncohen@davtv.com
Thank you! Reply
Stevens
Many ETFs, Few Investment Opportunities: 127 Investable Funds [view article]
Mary, I have reported this issue to SeekingAlpha, but need more information to potentially help you. What are you using MAC or PC? That can make a diifferent sometimes. This was done on PC and unfortunately I have MACS, but not at my curren tlocation (on vacation). Just tested SeekingAlpha and my blog and the images open as intended on PC.There may be (1) a cross-platform file compatability issue, (2) a temporary internet glitch that may not be a problem if you try again now, or (3) some kind of operator error.
If you try again and it fails, email me and I will send you the image files as attachments:
richard.shaw@QVMgroup.... Reply
Many ETFs, Few Investment Opportunities: 127 Investable Funds [view article]
Unable to enlarge/open the 2nd & 3rd tables (sponsor-name, by 3 yr) at Seeking Alpha & on your blog.Can you pls repost?
Thanks.
Pat Reply
iShares Asia Region ETFs Weekly and YTD Returns [view article]
While those Pacific Rim ETF's are doing well, I'm really suprised that you have overlooked the ETF's of Latin America as they are out performing the funds you mentioned be it one year or going all the way back to the bottom of 2002 (450%). If you follow the movement of manufacturing (thanks to NAFTA) by American companies overseas, you will note that by far, more are moving their operations to Latin America rather than the Pacific Rim. Johnson and Johnson is a good example. Their are also many reasons to believe that they will do far better in the coming years. They are completely energy independent, they have a growing well educated middle class, their governments are following a very friendly approach to entice more manufacturing relocation to their contries, they are mostly Catholic and have few Muslims and therefore will have little involvement in the coming Christian/Muslim wars. In my opinion, these and many other reasons should encourage American investors to look South rather than West. ReplyInvesting in Taiwan: Choosing The Taiwan Fund Over iShares' ETF [view article]
>Within Asian markets, Japan tends to lead regional rallies, with Thailand and Taiwan being laggards. When they rally it is usually a sign that a top is being put in place.How do you justify this comment? I dont see Japan being any leader compare to the rest of asia on recent rallies in the past 20 years Reply
Single Country Emerging Markets ETFs, ETNs and Closed-End Funds [view article]
No it isn't -- the EU won't let them in. ReplySingle Country Emerging Markets ETFs, ETNs and Closed-End Funds [view article]
Surprised there's no Turkey index ETF. Turkey is a large and growing economy, and is about to enter the EU. ReplyEditors
Single Country Asia ETFs, ETNs and Closed-End Funds [view article]
Did we miss anything out here (they're only Asia; we'll do Europe etc. next)? If so, please leave a comment! ReplyMorton
iShares Asia Region ETFs Weekly and YTD Returns [view article]
The Demos think tank in the UK has written some great in-depth reports on selected Asian economies. They send a researcher to the country and spend a lot of time putting their data together. Reports are first-rate writing and free to download & review as a PDF. A very useful resource for any US investor who wants a detailed picture of a foreign culture and economy. Here's a sample written by Molly Webb on Korea: www.demos.co.uk/public... ReplyiShares Asia Region ETFs Weekly and YTD Returns [view article]
Thanks Frank!The U.S. has been outperforming NE Asia, esp. since the Feb. sell-off -- except recently in the case of S. Korea. Note U.S. outperformance of China (referring to FXI, as surveyed above) is misleading, because the main Chinese benchmarks are up around 70% last count, even with the latest drop. FXI is nowhere near that in '07.
One idea why the U.S. is outperforming Taiwan, Hong Kong and Japan perhaps relates to the correlation and interdependence of the three, limiting capital flows on concerns of a U.S. slowdown.
Other reasons relate to valuation and sentiment, since Hong Kong already had a nice run last year and investors/traders appear quick to lock in profits as they do in Japan.
There's also political risk and more direct spillover from items related to China as these countries are closer in proximity and have the deepest economic ties. For example, following the late Feb. sell-off, Japanese stocks fell more than any other country, even China!
Also and most interesting is the fact that Asian countries keep buying up U.S. assets. Japanese in particular are net buyers of overseas equities, whereas they are frequently net sellers of domestic equities. Reply
iShares Asia Region ETFs Weekly and YTD Returns [view article]
This is a great chart. I had no idea that the US market had outperformed Taiwan, Japan, Hong Kong and China year to date on even a dollar adjusted basis.Any views on why that is? Reply