Why South Korea ETFs Are Crashing and What It Means for Global Trade

South Korea's main ETF, EWY, has plunged 19.2% in the past five trading days, far outpacing losses in other emerging markets. Lucas and Luna examine the specific forces behind this rout: the strong dollar, the collapse of Korea's semiconductor exports, and the broader implications for global supply chains and trade policy. They discuss how the trade-weighted dollar index near 119 is squeezing export-dependent economies, why Taiwan's EWT is down 7.8% but Korea's EWY is down 19.2%, and what this divergence tells us about the structure of global trade in 2026. With China's tariff war with the U.S. escalating and the Korean won under pressure, the episode drills into one concrete question: is Korea the canary in the coal mine for a broader emerging-market crisis? #SouthKorea #EWY #ETFs #EmergingMarkets #TradeWar #StrongDollar #Semiconductors #Exports #KoreaWon #SupplyChains #GlobalTrade #Taiwan #ChinaTariffs #USChina #Economics #TradeAndTariffs #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo