South Korea and Taiwan ETFs Surge While China ETFs Slide

This episode of Trade and Tariffs with Fexingo examines the dramatic divergence in emerging market ETFs as of late May 2026. Lucas and Luna break down the numbers: the Korea ETF EWY is up 10 percent in five days, Taiwan's EWT is up 12 percent, while China's FXI has dropped 2.5 percent. They trace the divergence to structural shifts in trade and manufacturing—South Korea and Taiwan's dominance in semiconductors and advanced manufacturing versus China's slowdown and geopolitical overhang. The hosts discuss how the trade-weighted dollar index at 119.3 is pressuring exporters differently across regions, and what the recent surge in Korea and Taiwan means for investors looking at emerging markets. The episode also touches on the broader implications for global supply chains and the resilience of tech-focused economies. #SouthKorea #Taiwan #ETF #EWY #EWT #FXI #EmergingMarkets #Trade #Semiconductors #SupplyChains #Manufacturing #DollarIndex #Geopolitics #Exports #Investment #Economics #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo