Latest / The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment
How Korean Stocks Are Surging While China Stumbles in June 2026
South Korean stocks are up nearly 15% in the past week, while China's retail sales just posted their first drop in over three years. Lucas and Luna unpack the divergence: the Bank of Japan's surprise rate hike to 1% is strengthening the yen and lifting Korean exporters, while China's domestic demand continues to weaken. They examine the KOSPI's outperformance, the role of semiconductor and autos exports, and what this means for emerging market investors. The episode drills into the Korea ETF (EWY), the China ETFs (FXI, MCHI), and the broader implications for EM allocation…
The skinny
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