Why South Korea and Taiwan Are Surging While China Lags

Episode 12 of The Global Economy Podcast dives into the widening gap between two export powerhouses: South Korea and Taiwan, both riding the AI semiconductor boom, and China, which is stuck with a weakening yuan and deflation. Lucas and Luna use live market data from May 26, 2026: the Taiwan ETF (EWT) up 5.5% in a week, South Korea's (EWY) up 3.4%, while China's (FXI) fell 1.8%. They explore how the strong dollar, a trade-weighted index at 119.3, and geopolitical tensions over Iran and Russia are reshaping global trade flows. The episode also examines India's surprising resilience and why Europe is quietly gaining. All with the show's trademark specific, conversational analysis. #Taiwan #SouthKorea #China #EmergingMarkets #StrongDollar #Semiconductors #AI #Exports #Yuan #EWT #EWY #FXI #Geopolitics #TradeWar #Deflation #DollarIndex #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo