Asia Trade Shifts as Korea and Taiwan ETFs Surge

In this episode, Lucas and Luna examine the surprising divergence in Asian equities during the first week of August 2026. While China's factory activity unexpectedly contracts and the yuan holds steady, South Korea and Taiwan ETFs are posting double-digit gains. Lucas breaks down the forces behind these moves: the trade-weighted dollar's plateau, resilient tech demand, and the ripple effects of US tariffs on forced labor. They also explore what the stronger won and Taiwan dollar mean for export competitiveness. With the Fed split on inflation and US Q2 growth slowing to 1.5 percent, the hosts discuss whether this regional rotation is a trade war winner narrative or a more durable shift. Tune in for a data-driven look at how currency dynamics and global trade flows are reshaping Asia's economic landscape. #KoreaETFs #TaiwanETFs #ChinaEconomy #TradeWar #AsiaMarkets #EmergingMarkets #TradeWeightedDollar #Won #TaiwanDollar #USChinaTrade #GlobalTrade #EconomicsPodcast #FexingoBusiness #BusinessPodcast #PodcastEpisode #InternationalMarkets #Currencies #WorldTrade Keep every episode free: buymeacoffee.com/fexingo