Why Japan Stocks Are Surging on EWY in June 2026

Episode 64 of The Global Economy Podcast dives into the stunning 11% surge in the iShares MSCI South Korea ETF (EWY) over the past five trading days. Lucas and Luna explore why Korean equities are rallying so sharply even as broader emerging markets wobble. They examine the interplay between the weakening yen, Korea's export competitiveness in semiconductors and autos, and a potential China demand rebound. Specific data points include the yen-dollar rate hitting 160.2, the trade-weighted dollar index slipping to 119.5, and real GDP growth accelerating to 1.6% annualized. The hosts also consider whether the rally is sustainable or a short-term squeeze driven by positioning. A must-listen for investors tracking Asian markets and currency dynamics in mid-2026. #SouthKorea #EWY #EmergingMarkets #YenCarryTrade #Semiconductors #KoreanWon #ExportEconomy #AsiaMarkets #CurrencyFlows #GlobalTrade #Economics #FexingoBusiness #BusinessPodcast #LucasAndLuna #MarketRally #KoreaETFs #June2026 #InvestmentTrends Keep every episode free: buymeacoffee.com/fexingo