Episode

How South Korea ETFs Are Surging on Trade Realignment

Podcast
Trade and Tariffs with Fexingo: International Commerce, Trade Wars, and Global Supply Chains
Published
Jun 17, 2026
Duration seconds
365
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https://audio.fexingo.com/business/trade-and-tariffs/episode-0057.mp3
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https://audio.fexingo.com/business/trade-and-tariffs/episode-0057.mp3
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Summary

Episode 57 of Trade and Tariffs with Fexingo examines the stunning 15.4% surge in South Korea ETFs over the past week, as global trade flows realign amid shifting supply chains and a weaker dollar. Hosts Lucas and Luna break down why Korea is benefiting from China plus one strategies, the role of semiconductor exports, and what the won's stability means for investors. They also touch on the broader emerging market rally, with India and Mexico ETFs also climbing, and discuss whether this momentum is sustainable. Specific data points include the Korea ETF's five-day gain, the trade-weighted dollar index at 119.5, and the won-dollar exchange rate near 160.2. A must-listen for anyone tracking global trade dynamics and portfolio diversification. #SouthKorea #KoreaETF #EWY #EmergingMarkets #TradeWar #SupplyChains #ChinaPlusOne #Semiconductors #StrongDollar #Won #LucasAndLuna #FexingoBusiness #BusinessPodcast #Economics #TradeAndTariffs #GlobalTrade #Investing #MarketSurging Keep every episode free: buymeacoffee.com/fexingo