EPISODE · May 30, 2026 · 8 MIN
How the Yen Carry Trade Disruption Reshapes Asian Trade Finance
from International Business with Fexingo: Global Trade, Cross-Border Deals, and Multinational Operations · host Fexingo
Episode 20 of International Business with Fexingo examines how the yen's collapse to 159 per dollar is upending trade finance across Asia. Lucas and Luna break down why Japanese exporters are hoarding cash, how Korean chipmakers benefit from a weaker won, and what the 13% surge in the Korea ETF tells us about cross-border capital flows. They also explore the ripple effects on Singapore's trade hub status and the rise of yuan-denominated lending. Specific data points include the yen at 159.2 per dollar, the trade-weighted dollar index at 119.3, and a 13.1% 5-day gain for EWY. A must-listen for anyone tracking Asian supply chains and currency dynamics. #Yen #CarryTrade #TradeFinance #Asia #Korea #Japan #Currency #SupplyChain #Business #Finance #Podcast #InternationalBusiness #FexingoBusiness #BusinessPodcast #GlobalTrade #EWY #Yuan #Singapore Keep every episode free: buymeacoffee.com/fexingo
What this episode covers
Episode 20 of International Business with Fexingo examines how the yen's collapse to 159 per dollar is upending trade finance across Asia. Lucas and Luna break down why Japanese exporters are hoarding cash, how Korean chipmakers benefit from a weaker won, and what the 13% surge in the Korea ETF tells us about cross-border capital flows. They also explore the ripple effects on Singapore's trade hub status and the rise of yuan-denominated lending. Specific data points include the yen at 159.2 per dollar, the trade-weighted dollar index at 119.3, and a 13.1% 5-day gain for EWY. A must-listen for anyone tracking Asian supply chains and currency dynamics. #Yen #CarryTrade #TradeFinance #Asia #Korea #Japan #Currency #SupplyChain #Business #Finance #Podcast #InternationalBusiness #FexingoBusiness #BusinessPodcast #GlobalTrade #EWY #Yuan #Singapore Keep every episode free: buymeacoffee.com/fexingo
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How the Yen Carry Trade Disruption Reshapes Asian Trade Finance
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