Latest / The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment
Why South Korea Is Surging While China Stocks Sink in June 2026
In a week where Chinese ADRs like Alibaba and Baidu are down 4-6%, South Korea's EWY ETF has surged nearly 14%. Lucas and Luna break down the divergence: a proposed Iran-US deal opening the Strait of Hormuz, China's deflationary spiral versus Korea's semiconductor-driven rebound, and what the trade data reveals about global supply chain realignment. Specific numbers: EWY up 13.6% in five days, BABA down 6.1%, trade-weighted dollar at 120.1.
#SouthKorea #China #EmergingMarkets #EWY #FXI #BABA #Semiconductors #TradeBalance #DollarIndex #IranDeal #SupplyChains #Deflation…
The skinny
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