How South Korea ETFs Are Crushing China in May 2026

On May 29, 2026, South Korea's EWY ETF is up 13% in five days while China's FXI is down 0.9%, and Taiwan's EWT is up 6.1%. Lucas and Luna dig into the trade mechanics behind the divergence: currency effects, semiconductor supply chains, and the reshoring wave. They look at the won's weakness, Korea's memory chip dominance, and why Taiwan is benefiting from AI demand. The hosts also tie in the strong US dollar and its impact on emerging market exporters. A clear, data-driven look at why East Asian trade is splitting along new lines. #SouthKorea #ETF #EWY #FXI #EWT #Trade #Semiconductors #Won #Dollar #AI #Reshoring #EmergingMarkets #May2026 #Exporters #SupplyChains #Economics #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo