EWT: AI Revolution Meets The Geopolitical Shadow And Stretched Valuation

The iShares MSCI Taiwan ETF offers concentrated exposure to Taiwan's booming technology sector, with TSMC as its dominant holding. EWT is strategically positioned at the center of the global AI infrastructure surge, benefiting from hyperscaler capex and robust semiconductor demand. Despite stellar recent performance and strong macro tailwinds, EWT now trades at a significant valuation premium (25.25x P/E vs. 10-year average of 15x).