Why Korea and Taiwan ETFs Outperform as Dollar Weakens

In this episode of Trade and Tariffs with Fexingo, Lucas and Luna drill into a striking divergence in emerging markets: South Korea's EWY is up 13.1% in five days, Taiwan's EWT is up 6.1%, while China's FXI is down 1.3% and Brazil's EWZ is down 1.3%. The catalyst? A weakening dollar, which has dropped from 119.4 to 119.3 on the trade-weighted index, and a yen that hit 159 per dollar. The hosts trace the mechanics: Korea and Taiwan are export powerhouses in semiconductors and electronics, and a softer dollar makes their goods cheaper globally. They explore why commodity exporters like Brazil aren't benefiting, and whether this rotation is sustainable. Lucas details how the Korea Exchange and Taiwan's TSMC-linked supply chains capture the moment, while Luna questions if the trade deficit—$60.3 billion in March—could reverse the trend. A tight, data-driven conversation about currency, competitiveness, and the new hierarchy in emerging-market trade. #SouthKorea #Taiwan #EWY #EWT #FXI #EWZ #DollarWeakness #EmergingMarkets #Semiconductors #TSMC #TradeBalance #ExportEconomy #CurrencyWars #May2026 #ETF #Economics #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo