# How South Korea ETFs Are Surging on Trade Realignment

Page: https://stenobird.com/podcast/trade-and-tariffs-with-fexingo-international-commerce-trade-wars-and-global-supply-chains-7871709/how-south-korea-etfs-are-surging-on-trade-realignment
Text version: https://stenobird.com/podcast/trade-and-tariffs-with-fexingo-international-commerce-trade-wars-and-global-supply-chains-7871709/how-south-korea-etfs-are-surging-on-trade-realignment.md
Podcast: [Trade and Tariffs with Fexingo: International Commerce, Trade Wars, and Global Supply Chains](https://stenobird.com/podcast/trade-and-tariffs-with-fexingo-international-commerce-trade-wars-and-global-supply-chains-7871709)
Published: 2026-06-18T17:48:11+00:00
Episode link: https://audio.fexingo.com/business/trade-and-tariffs/episode-0060.mp3
Audio file: https://audio.fexingo.com/business/trade-and-tariffs/episode-0060.mp3
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JSON: https://stenobird.com/v1/public/podcasts/trade-and-tariffs-with-fexingo-international-commerce-trade-wars-and-global-supply-chains-7871709/episodes/how-south-korea-etfs-are-surging-on-trade-realignment
Duration seconds: 482

## Resource

In this episode of Trade and Tariffs with Fexingo, Lucas and Luna explore the recent surge in South Korea ETFs, up nearly 12 percent in a week. They examine how the country is benefiting from trade realignment as companies diversify away from China, with specific data on the EWY ETF performance and the weakening yen. The hosts discuss the role of semiconductor exports and the impact of the strong dollar on global supply chains, offering concrete insights for investors. #SouthKorea #ETFs #TradeRealignment #Semiconductors #EWY #StrongDollar #GlobalSupplyChains #Diversification #Exports #EmergingMarkets #Economics #TradeAndTariffs #FexingoBusiness #BusinessPodcast #Finance #Investing #MarketTrends #SupplyChain Keep every episode free: buymeacoffee.com/fexingo

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## Transcript

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