Why Asian Exporters Are Losing the Strong Dollar Race

This episode of The Global Economy Podcast with Fexingo examines why Asian exporters like South Korea and Taiwan are struggling despite a strong dollar that should boost their export competitiveness. With the trade-weighted dollar index at 120.1, up from 119.36 a week ago, and the yen sliding past 160 per dollar, we drill into the specific mechanism: many Asian economies import critical inputs—energy, semiconductors, machinery—priced in dollars. Lucas and Luna break down the numbers: South Korea's EWY ETF at 184.05 is flat over the past month, while Taiwan's EWT at 100.80 has slipped 2 percent. Meanwhile, China's FXI at 34.69 is down 5 percent year-to-date. We explore how the dollar's strength is a double-edged sword, inflating import costs faster than export revenues, and why central banks from Seoul to Taipei are intervening to manage the squeeze. No hot takes—just a concrete look at a hidden supply-chain pressure point in mid-2026. #StrongDollar #AsianExports #SouthKorea #Taiwan #China #Yen #EWY #EWT #FXI #TradeWeightedDollar #SupplyChain #ExportCompetitiveness #CurrencyWar #CentralBanks #GlobalTrade #Economics #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo