Why Korea and Taiwan ETFs Are Falling While China Rallies

In this episode of The Global Economy Podcast, Lucas and Luna unpack the divergent fortunes of Asian equity markets in early August 2026. While the S&P 500 holds near record highs and Europe's indices edge up, South Korea's ETF has tumbled 4.4 percent in five days and Taiwan's is flat, even as China's ETF gains. The hosts dig into the shifting trade dynamics behind these moves: a stronger yuan, resilient Chinese exports, and the impact of US tariffs on tech supply chains. They also connect the dots to the latest jobs report, which showed a surprise loss of 23,000 jobs in July, and what that means for the Federal Reserve's next move. With the trade-weighted dollar holding near 119.7 and the yen weakening past 159 per dollar, the episode offers a clear-eyed look at how currency and trade flows are reshaping investor bets across Asia. If you've ever wondered why one emerging market surges while its neighbor stumbles, this episode breaks down the forces at play. #AsianMarkets #KoreaETF #TaiwanETF #ChinaETF #EmergingMarkets #TradeWar #CurrencyFlows #GlobalEconomy #FedPolicy #JobsReport #TechSupplyChain #YuanStrength #YenWeakening #DollarIndex #Economics #FexingoBusiness #BusinessPodcast #MarketAnalysis Keep every episode free: buymeacoffee.com/fexingo