Latest / The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment
How South Korea's Export Machine Is Stalling in 2026
South Korea has been the standout emerging market in 2026, but a brutal selloff is underway. The EWY ETF is down 17.4% in five days. Lucas and Luna drill into why — from semiconductor export data to the strong yen-won dynamics and a cooling China trade partner. They discuss what this means for investors who piled into Korea as an AI proxy and why the divergence from other EM markets matters. A focused look at one specific export-dependent economy hitting an air pocket.
#SouthKorea #EmergingMarkets #EWY #Semiconductors #Exports #Trade #Won #AI #SKHynix #Samsung #ChinaTrade #Manufacturing…
The skinny
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