Why South Korea ETFs Are Crashing Despite Strong Exports

South Korea's KOSPI and the EWY ETF have plunged over 9% in the past week, even as the country posts record export numbers. Lucas and Luna unpack the disconnect: a semiconductor-led export boom that isn't translating into profits because of a collapsing won, domestic political turmoil, and China's retaliatory curbs on tech imports. They walk through the data — semiconductor export prices down 15% year-over-year, the won at its weakest since 2008 — and ask whether the 'Korea discount' is now structural. A focused look at one of the sharpest emerging-market selloffs in 2026. #SouthKorea #EWY #KOSPI #Semiconductor #Export #Won #EmergingMarkets #China #TradeWar #TechSupplyChain #KoreaDiscount #CurrencyCrisis #ETF #BearMarket #GlobalEconomy #FexingoBusiness #BusinessPodcast #Economics Keep every episode free: buymeacoffee.com/fexingo