EPISODE · Jun 5, 2026 · 7 MIN
How the Strong Dollar Is Crushing South Korea ETFs
from Trade and Tariffs with Fexingo: International Commerce, Trade Wars, and Global Supply Chains · host Fexingo
Episode 33 of Trade and Tariffs with Fexingo. Lucas and Luna examine the brutal sell-off in South Korea ETFs — EWY down 16.4% in five days — as the strong dollar and shifting trade policy hammer export-driven markets. They explore the specific vulnerability of Korea's semiconductor sector, the role of currency hedging, and what the data says about broader emerging market risk. With the Nasdaq falling 3.7% and the S&P 500 snapping a nine-week winning streak, the hosts connect the dots between US monetary policy, global trade flows, and the sharp divergence between Korea and other emerging markets like India and Brazil. A data-driven look at what's really driving the Korea rout and whether it signals a deeper shift in global capital allocation. #StrongDollar #SouthKorea #ETFs #EWY #EmergingMarkets #TradePolicy #Semiconductors #CurrencyHedging #Nasdaq #SP500 #DollarIndex #Exporters #GlobalTrade #MarketSellOff #KoreaEconomy #InvestmentStrategy #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo
What this episode covers
Episode 33 of Trade and Tariffs with Fexingo. Lucas and Luna examine the brutal sell-off in South Korea ETFs — EWY down 16.4% in five days — as the strong dollar and shifting trade policy hammer export-driven markets. They explore the specific vulnerability of Korea's semiconductor sector, the role of currency hedging, and what the data says about broader emerging market risk. With the Nasdaq falling 3.7% and the S&P 500 snapping a nine-week winning streak, the hosts connect the dots between US monetary policy, global trade flows, and the sharp divergence between Korea and other emerging markets like India and Brazil. A data-driven look at what's really driving the Korea rout and whether it signals a deeper shift in global capital allocation. #StrongDollar #SouthKorea #ETFs #EWY #EmergingMarkets #TradePolicy #Semiconductors #CurrencyHedging #Nasdaq #SP500 #DollarIndex #Exporters #GlobalTrade #MarketSellOff #KoreaEconomy #InvestmentStrategy #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo
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How the Strong Dollar Is Crushing South Korea ETFs
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