Why EM ETFs Are Diverging More Than Ever in 2026

What this episode covers

Lucas and Luna dig into the striking divergence among emerging market ETFs in late May 2026. The iShares MSCI South Korea ETF (EWY) surged 13.1% in five days on chip demand, while the KraneShares CSI China Internet ETF (KWEB) dropped 0.7% and Alibaba fell 4.4%. They explore what's driving the gap: structural resilience versus regulatory uncertainty, and what it means for investors. The hosts also examine the strong dollar's shifting impact on EM trade, with the trade-weighted dollar index at 119.3 and the yuan at 6.79 per dollar. A focused conversation on why blanket EM exposure is losing relevance in a fragmented market. #EmergingMarkets #ETFs #SouthKorea #China #EWY #KWEB #Alibaba #StrongDollar #Trade #Chips #Semiconductors #Investing #Divergence #May2026 #FexingoBusiness #BusinessPodcast #Economics #MarketAnalysis Keep every episode free: buymeacoffee.com/fexingo

Share this episode

Similar Episodes

I'm ok

Mar 26, 2026 ·1m

Food Saved My Life

Mar 19, 2026 ·34m

Eat More Vegetables: The 4 Foods That Beat Ozempic (Naturally)

Feb 18, 2026 ·11m

How to End Heart Disease with Dr. Fuhrman

Feb 11, 2026 ·45m

Revolutionizing Breast Health: QT Imaging, Overdiagnosis, and What to Do Instead

Jan 27, 2026 ·35m

REMIX: Why we over-shop and compulsively acquire, and how to stop, with Dr Jan Eppingstall

Jan 9, 2026 ·61m

Similar Podcasts

MG Show MG Show The MG Show, hosted by Jeffrey Pedersen and Shannon Townsend, is a leading alternative media platform dedicated to uncovering the truth behind today’s most pressing political issues. Launched in 2019, the show has grown exponentially, offering unfiltered insights, comprehensive research, and real-time analysis. With a commitment to independent journalism and factual integrity, the MG Show empowers its audience with knowledge and encourages active participation in the political discourse. Ask A Spaceman Archives - 365 Days of Astronomy Ask A Spaceman Archives - 365 Days of Astronomy Podcasting Astronomy Every Day of the Year Breaking News Show | eTurboNews Juergen Thomas Steinmetz News is relevant to the global travel and tourism industry, human rights and global issues.Breaking news when it happens and only from the source. Eat to Live Jenna Fuhrman, Dr. Fuhrman Our health is our most precious gift and smart nutrition can change your life. Each month, join Dr. Fuhrman and his daughter, Jenna Fuhrman as they discuss important topics in the world of nutrition. Eat to Live will change the way you eat and think about food.

Frequently Asked Questions

How long is this episode of The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment?

This episode is 7 minutes long.

When was this The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment episode published?

This episode was published on May 31, 2026.

What is this episode about?

Lucas and Luna dig into the striking divergence among emerging market ETFs in late May 2026. The iShares MSCI South Korea ETF (EWY) surged 13.1% in five days on chip demand, while the KraneShares CSI China Internet ETF (KWEB) dropped 0.7% and...

Can I download this The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.