Why South Korea ETFs Are Plunging While China ETFs Rally

Episode 139 examines the dramatic reversal in emerging market ETFs: South Korea's EWY has plunged 8.4% in a week while China's FXI has rallied 1.6%. We unpack the reasons behind the divergence — from Trump's new forced-labor tariff targeting Korean semiconductors to the persistent strong dollar and surging import prices from China. With Korea's export-dependent economy exposed and China's resilience puzzling markets, we drill into the trade policies and currency dynamics reshaping global capital flows. Plus, we explore what this means for investors navigating a fragmented trade landscape. #SouthKorea #China #ETFs #TradeWar #EmergingMarkets #ForcedLaborTariff #Semiconductors #StrongDollar #EWY #FXI #ImportPrices #Trump #GlobalTrade #InvestmentStrategy #Economics #MarketDivergence #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo