Latest / The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment
How South Korea's Export Machine Is Hitting a Wall
South Korea's export-driven economy has been a model for emerging markets, but in July 2026, the numbers tell a different story. The iShares MSCI South Korea ETF (EWY) has dropped 11% in the past five days, and the trade-weighted dollar is easing. Lucas and Luna break down what's behind the sudden slowdown: from weakening semiconductor demand to geopolitical risks with China, and what it means for investors in emerging markets. They examine the role of the won-yuan exchange rate, the impact of US-China tensions on Korean memory chip makers, and whether this is a temporary hiccup or…
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