Latest / The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment
Why Korean Stocks Are Crashing While EM Diverges
South Korea's KOSPI is getting obliterated in early June 2026, with the EWY ETF down 19% in five days. Lucas and Luna dig into why — a perfect storm of export slowdown, China exposure, and the Iran war hitting semiconductor supply chains. They contrast Korea's pain with India and Brazil holding up, and ask whether this is a buying opportunity or a structural reset. Plus: how the trade-weighted dollar index slipping to 118.9 changes the calculus for EM investors.
#SouthKorea #EmergingMarkets #EWY #KOSPI #Semiconductors #Exports #IranWar #ChinaExposure #EMDivergence #India #Brazil…
The skinny
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