Latest / The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment
Korea and Taiwan Bear the Brunt of EM Selloff
This week, emerging markets are under pressure, with South Korea's and Taiwan's ETFs down sharply. Lucas and Luna discuss why these two markets are hit particularly hard: their deep ties to the semiconductor supply chain and China exposure. They explore the Korea discount, the Taiwan Strait risk premium, and what the Nvidia-Huawei chip battle means for EM tech. Plus, a listener question on whether the selloff is a buying opportunity or a warning sign.
#EmergingMarkets #SouthKorea #Taiwan #Semiconductor #China #Nvidia #Huawei #EWY #EWT #EEM #VWO #KoreaDiscount #Tech #TradeWar #AI…
The skinny
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