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Why South Korea Stocks Are Crashing While China Rallies
South Korea's main equity index plunged over 12% in five days, while Chinese stocks surged nearly 6%. Lucas and Luna unpack the driving forces: the Iran crisis, a divided Fed, and a fundamental reassessment of supply-chain risk. They explore how multinationals from Samsung to Apple are rethinking exposure to the two most vulnerable semiconductor hubs — and why China is suddenly looking like a safe haven. Plus, the US trade deficit widened to a staggering $77.6 billion in May, adding pressure for policy shifts. Is Asia's trade corridor being redrawn in real time?
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