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Why India Is Becoming Asia's New Export Powerhouse While South Korea Stalls
This week's trade data shows the US deficit widening to $78 billion, while emerging market ETF flows reveal a stark divide: India's INDA is up 3.2% and China's FXI rallied 4.8%, but South Korea's EWY crashed 17.1%. Lucas and Luna explore the structural forces behind this divergence, focusing on India's booming electronics exports and South Korea's semiconductor slump. They discuss how US export controls, China's chip self-sufficiency push, and the strong dollar are rewiring Asian trade flows—and whether this shift is temporary or permanent.
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