Latest / The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment
The US-Korea Tech Stock Link Is a Risk for EM Investors
When Asian semiconductor stocks tumbled on July 28, 2026, U.S. tech futures followed — and the iShares MSCI South Korea ETF (EWY) fell nearly 7% in five days. Lucas and Luna explore the growing correlation between U.S. and Korean tech stocks, why South Korea's heavy reliance on Samsung and SK Hynix creates portfolio risk, and how currency moves like the yen at 163.7 per dollar add another layer. They discuss whether this linkage is a structural shift or a cyclical blip, and what it means for emerging market investors allocating to Asian tech. The episode also covers the broader EM ETF…
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