# How Thailand Is Winning the Trade Realignment in 2026

Page: https://stenobird.com/podcast/trade-and-tariffs-with-fexingo-international-commerce-trade-wars-and-global-supply-chains-7871709/how-thailand-is-winning-the-trade-realignment-in-2026
Text version: https://stenobird.com/podcast/trade-and-tariffs-with-fexingo-international-commerce-trade-wars-and-global-supply-chains-7871709/how-thailand-is-winning-the-trade-realignment-in-2026.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: 2026-06-20T05:43:11+00:00
Episode link: https://audio.fexingo.com/business/trade-and-tariffs/episode-0063.mp3
Audio file: https://audio.fexingo.com/business/trade-and-tariffs/episode-0063.mp3
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Duration seconds: 586

## Resource

In this episode of Trade and Tariffs, Lucas and Luna examine Thailand's surging exports and ETF performance amid global trade realignment in mid-2026. With the iShares MSCI Thailand ETF (EWT) up over 7% in the past five days, they explore how Thailand has positioned itself as a key beneficiary of supply chain shifts away from China and the strong dollar. They discuss specific sectors like electronics and automotive manufacturing, the role of the baht's relative stability, and compare Thailand's trajectory to that of other emerging markets like South Korea and India. The conversation also touches on the memory chip crisis and how Thailand's semiconductor assembly operations are gaining. An engaging deep dive for anyone interested in global trade dynamics and emerging market investing. #Thailand #TradeRealignment #EmergingMarkets #SupplyChains #EWT #Semiconductors #MemoryChipCrisis #StrongDollar #Exports #ASEAN #ElectronicsManufacturing #Automotive #Baht #ETF #GlobalTrade #Economics #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo

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