NEW YORK ( TheStreet) -- Don Dion posts his current insights on the stock, bond, commodity and currency markets in his RealMoney blog, anticipating which ETFs will be in play next.

Here are three of his blog posts from the past week:


Put This ETF on Speed Dial

Published 1/21/2011 10:49 a.m. EST

Korea-based mobile phone designer HTC released better-than-expected results this morning, noting that demand for Android phones has helped to push profits higher. Successful new products and the increasing demand for smartphones help to put HTC in a good position to profit during the year ahead.

HTC is the third largest component in the popular iShares MSCI Taiwan ETF ( EWT), an international fund that has jumped nearly 20% in the last three months. This highly liquid fund looks like a good short-term play on some of the earnings results that we have seen so far.

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In addition to HTC, EWT's top component, Taiwan Semiconductor ( TSM), should benefit from Intel's ( INTC) better-than-expected results. Intel reported record earnings earlier this week, citing increasing global demand. This is a good sign for all of the top firms in the semiconductor index. TSM accounts for a hefty 13% of EWT's underlying portfolio.

More than 56% of EWT's underlying holdings are members of the IT sector, and consumers across the globe count on Taiwan for many of the components found in popular products including screens, chips and other digital equipment. As results from many of these tech firms across the globe begin to trickle in, EWT likely will see a short-term push.

At the time of publication, Dion did not hold positions in any equities mentioned.


Bank Bailouts Push Spain ETF Higher

Published 1/20/2011 10:39 a.m. EST

While concerns over tightening in China and a variety of earnings results are keeping U.S. investors occupied, over in Spain, a new set of bank bailouts is helping to push the iShares MSCI Spain ETF ( EWP) higher. Today, The Wall Street Journal cites "people familiar with the matter" who say that Spain is preparing to issue $4 billion in debt in the days ahead, eventually hoping to raise as much as $40 billion.

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