China Is Winning Tomorrow, But Losing Today

Earlier this week, China reported its third quarter real GDP growth, and the number came in at the high end of economists' expectations. The Shenzhen A Share index, a benchmark for mainland Chinese shares, is down 26 percent from its peak earlier this year.

Seeking Alpha • Oct 24, 2026

Korea and Taiwan Built Economies on AI. One Failed IPO Shows Their Fragility.

Thetwo economies now risk entering a tech version of the “resource curse,” writes William Pesek.

Barrons • Oct 23, 2026

Korea's Stock Market Is in Free Fall, and Hot U.S. Inflation Just Made It Worse

Seoul's circuit breakers fired before most U.S. investors finished their morning coffee, and a surprise inflation print from Washington is making a bad situation worse for anyone holding Korean chipmakers.

24/7 Wall Street • Oct 15, 2026

KOSPI keeps sliding while Nikkei holds 70,000: why Korea is taking the bigger hit

Asian stocks diverged on Wednesday as South Korea's KOSPI extended its retreat while Japan's Nikkei 225 held close to 70,700, showing how differently the region's two chip-heavy markets are absorbing high US yields, firm oil and stretched AI valuations. The KOSPI fell 1.16% to 6,860.73 by 11:20 am in Seoul as foreign investors sold a net 1.16 trillion won of shares and institutions also turned sellers.

Invezz • Oct 7, 2026

India vs. China ETFs: A Tale of Two Emerging Markets in 2026

India and China ETFs are trailing AI-driven U.S. markets. Explore the reason behind the fall and what to expect ahead.

Zacks Investment Research • Sep 29, 2026

Taiwan says it is in continuous talks with US about arms sales

Taiwan is in continuous talks with the United States about arms sales and has received reassurances since the Washington summit between the US and Chinese ​leaders that US policy on Taiwan has not changed, the defence minister ‌said on Tuesday.

Reuters • Sep 29, 2026

Beyond 60/40: ETFs for a Balanced Retirement Portfolio

A diversified ETF mix spanning stocks, income, commodities, gold, Bitcoin and AI could reshape retirement portfolios.

Zacks Investment Research • Sep 25, 2026

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