How South Korea ETFs Are Dropping 7 Percent in a Week

South Korea ETFs, tracked by the EWY, plunged 7.3 percent in the five trading days ending July 14, 2026 — the worst performer among major emerging-market ETFs. Lucas and Luna drill into what's behind the sell-off: a perfect storm of slowing export growth to China, a strengthening won that's squeezing Korea's heavyweight semiconductor and display manufacturers, and domestic political uncertainty ahead of a crucial by-election. They contrast Korea's pain with China's FXI gaining nearly 3 percent and Brazil's EWZ rallying 2.2 percent, and ask whether the Korea discount is temporary or structural. The episode connects the country-specific moves to the broader weakening dollar environment and the diverging inflation stories in Asia — India's CPI accelerating to 4.38 percent while China's consumer prices stall. Listeners walk away with a clear framework for thinking about country-level ETF moves beyond the headline numbers. #SouthKorea #EWY #EmergingMarkets #ETFs #Semiconductors #ExportEconomy #WeakeningDollar #ChinaTrade #Brazil #IndiaInflation #MarketDivergence #FXI #EWZ #Geopolitics #Investing #Economics #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo