What the South Korea ETF Surge Means for Global Investors

South Korea's ETF (EWY) surged 10.1% in the past week, massively outperforming emerging market peers. Lucas and Luna dig into why: Korea's semiconductor and battery exports are booming while China's FXI slides 2.5%. They explore the 'Korea discount' narrative, the role of the won versus the dollar, and what this divergence tells us about global capital flows in late May 2026. If you're trying to understand which emerging markets are actually emerging right now, this episode explains the specific sector bets and currency dynamics behind the numbers. #SouthKorea #EWY #ETF #EmergingMarkets #Semiconductors #BatterySupplyChain #KoreaDiscount #Won #Dollar #Exports #GlobalCapitalFlows #FXI #China #Taiwan #EWT #Economics #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo