How Taiwan and Korea Are Splitting from Emerging Markets

This episode examines the growing divergence between a handful of export-driven Asian economies (Taiwan, South Korea) and the broader emerging-market universe. The ETF numbers tell the story: EWY (South Korea) is up 8.8% in a week, EWT (Taiwan) up 11.8%, while the broad EM ETF EEM is up just 4.2% and China's FXI is down 2.6%. Lucas and Luna unpack the structural differences: who benefits from the strong dollar, who suffers, and why the 'emerging market' label may be losing its usefulness. They reference the trade-weighted dollar index at 119.3, the yen weakness past 159, and the GDP growth gaps between these economies. The episode argues that investors should stop treating EM as a monolith and look at the specific trade profiles of each country. #Taiwan #SouthKorea #EmergingMarkets #ETFs #EWT #EWY #EEM #FXI #Trade #DollarStrength #Exporters #Semiconductors #Asia #Economics #FexingoBusiness #BusinessPodcast #TradeAndTariffs #GlobalSupplyChains Keep every episode free: buymeacoffee.com/fexingo