Latest / The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment
Why South Korea's Export Machine Is Hitting a Wall
South Korea's KOSPI index has fallen more than 11% in five days through July 16, 2026, as trade data reveals a deepening imbalance. The trade-weighted US dollar remains near historic highs, yet demand for Korean semiconductors and autos is flagging. Lucas and Luna examine the structural overreliance on China's slowdown and the won depreciation that isn't boosting exports as expected. They talk through the EWY ETF drop, the role of the strong dollar, and what it means for emerging market investors looking for diversification. A focused look at one of Asia's most…
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