EPISODE · Jun 6, 2026 · 6 MIN
Why South Korea ETFs Are Crashing in June 2026
from Trade and Tariffs with Fexingo: International Commerce, Trade Wars, and Global Supply Chains · host Fexingo
South Korea ETFs have plunged 19 percent in five days — the worst selloff among major emerging markets. Lucas and Luna unpack what's behind the crash: the strong dollar, semiconductor export exposure, and trade tensions with the US. They connect the EWY collapse to the broader market rotation out of tech-heavy markets, and ask whether this is a buying opportunity or a structural shift. Specific data points include the trade-weighted dollar index at 118.9, the yen at 159 per dollar, and the S&P 500's 2.8 percent weekly drop. The episode drills into why Korea is more vulnerable than Taiwan or India right now. #SouthKorea #EWY #StrongDollar #EmergingMarkets #TradeWar #SemiconductorExports #ETF #MarketCrash #June2026 #PortfolioRotation #TradeTensions #CurrencyHedging #ExportEconomy #KoreaDiscount #FexingoBusiness #Economics #BusinessPodcast #TradeAndTariffs Keep every episode free: buymeacoffee.com/fexingo
What this episode covers
South Korea ETFs have plunged 19 percent in five days — the worst selloff among major emerging markets. Lucas and Luna unpack what's behind the crash: the strong dollar, semiconductor export exposure, and trade tensions with the US. They connect the EWY collapse to the broader market rotation out of tech-heavy markets, and ask whether this is a buying opportunity or a structural shift. Specific data points include the trade-weighted dollar index at 118.9, the yen at 159 per dollar, and the S&P 500's 2.8 percent weekly drop. The episode drills into why Korea is more vulnerable than Taiwan or India right now. #SouthKorea #EWY #StrongDollar #EmergingMarkets #TradeWar #SemiconductorExports #ETF #MarketCrash #June2026 #PortfolioRotation #TradeTensions #CurrencyHedging #ExportEconomy #KoreaDiscount #FexingoBusiness #Economics #BusinessPodcast #TradeAndTariffs Keep every episode free: buymeacoffee.com/fexingo
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Why South Korea ETFs Are Crashing in June 2026
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