Latest / The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment
South Korea ETF Surges on Memory Chip Revival
In this episode of The Emerging Markets Podcast, Lucas and Luna dive into the standout performance of the South Korea ETF (EWY), which has surged 5.3% in the past week, defying the broader EM selloff. They explore how the memory chip sector—dominated by Samsung and SK Hynix—is driving a revival, fueled by AI demand and a cyclical upswing in semiconductor prices. The hosts also examine the weak yen's indirect boost to Korean exporters and the risks of a global trade slowdown. With concrete numbers and sharp analysis, they unpack why Korea may be the overlooked EM bet for the second half…
The skinny
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