How India ETFs Are Surging as China Trade Diversion Accel...

What this episode covers

Episode 52 of Trade and Tariffs with Fexingo. Lucas and Luna examine why India-focused ETFs like INDA and EWY have surged in June 2026, even as the strong dollar pressures emerging markets. They trace the flow: Western companies diversifying supply chains away from China, India's manufacturing PMI hitting a 16-year high, and how tariff uncertainty is accelerating the 'China-plus-one' strategy. The hosts also discuss why South Korean ETFs (EWY) are up over 6% in five days despite prior weakness, and whether the India rally has legs. Specific numbers: INDA up 2.4% in 5 days, EWY up 6.4%, and the trade-weighted dollar at 120.1. No fluff—just the trade flows reshaping global manufacturing. #India #ETFs #INDA #EWY #TradeDiversification #ChinaPlusOne #SupplyChain #StrongDollar #Manufacturing #EmergingMarkets #FexingoBusiness #BusinessPodcast #Economics #Trade #GlobalTrade #Tariffs #June2026 #MarketSurging Keep every episode free: buymeacoffee.com/fexingo

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Frequently Asked Questions

How long is this episode of Trade and Tariffs with Fexingo: International Commerce, Trade Wars, and Global Supply Chains?

This episode is 8 minutes long.

When was this Trade and Tariffs with Fexingo: International Commerce, Trade Wars, and Global Supply Chains episode published?

This episode was published on June 14, 2026.

What is this episode about?

Episode 52 of Trade and Tariffs with Fexingo. Lucas and Luna examine why India-focused ETFs like INDA and EWY have surged in June 2026, even as the strong dollar pressures emerging markets. They trace the flow: Western companies diversifying supply...

Can I download this Trade and Tariffs with Fexingo: International Commerce, Trade Wars, and Global Supply Chains episode?

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