Why Korean Stocks Are Crashing While EM Diverges

What this episode covers

South Korea's KOSPI is getting obliterated in early June 2026, with the EWY ETF down 19% in five days. Lucas and Luna dig into why — a perfect storm of export slowdown, China exposure, and the Iran war hitting semiconductor supply chains. They contrast Korea's pain with India and Brazil holding up, and ask whether this is a buying opportunity or a structural reset. Plus: how the trade-weighted dollar index slipping to 118.9 changes the calculus for EM investors. #SouthKorea #EmergingMarkets #EWY #KOSPI #Semiconductors #Exports #IranWar #ChinaExposure #EMDivergence #India #Brazil #TradeWeightedDollar #StrongDollar #FexingoBusiness #BusinessPodcast #Economics #EMInvesting #SupplyChain Keep every episode free: buymeacoffee.com/fexingo

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Frequently Asked Questions

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

This episode is 13 minutes long.

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

This episode was published on June 7, 2026.

What is this episode about?

South Korea's KOSPI is getting obliterated in early June 2026, with the EWY ETF down 19% in five days. Lucas and Luna dig into why — a perfect storm of export slowdown, China exposure, and the Iran war hitting semiconductor supply chains. They...

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

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