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Why South Korea Exports Are Plunging and What It Means
South Korea's KOSPI is down over 10% in a week, and the won is weakening. Lucas and Luna drill into the numbers — exports falling for the third straight month, semiconductor shipments down 12% year-over-year, and the deepening trade rivalry with China. They discuss how the export slump is rippling through global supply chains, from memory chips to shipbuilding, and what it signals for the broader Asian trade picture. Along the way, they touch on the iShares MSCI South Korea ETF (EWY), which dropped more than 10% in five days, and connect it to the stronger dollar and shifting US trade…
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