Why South Korea ETFs Are Crashing While China Rallies

South Korea's KOSPI is getting hammered while Chinese stocks surge. Lucas and Luna dig into the numbers: the Korea ETF (EWY) dropped 11% in a week, while the China ETF (FXI) gained 3%. What's driving the divergence? They explore Korea's exposure to the unraveling yen carry trade, its semiconductor cycle vulnerability, and China's surprising resilience despite slowest quarterly growth since 2022. Plus, how the trade-weighted dollar and Hormuz tensions fit into the picture. A focused look at two Asian giants heading in opposite directions. #SouthKorea #China #EmergingMarkets #EWY #FXI #YenCarryTrade #Semiconductors #KOSPI #TradeWar #WeakeningDollar #Hormuz #GlobalTrade #ETF #Economics #Finance #FexingoBusiness #BusinessPodcast #TheGlobalEconomyPodcast Keep every episode free: buymeacoffee.com/fexingo