Why South Korea ETFs Are Surging in June 2026

In this episode of The Global Economy Podcast, Lucas and Luna explore why South Korea ETFs (EWY) jumped 13.6% in a single week while most global markets are tepid. They examine how the Iran war is boosting Korean semiconductor and battery exports, the role of the won's weakness against the dollar, and whether this rally is sustainable. With the ECB hiking rates and US inflation at 4.2%, Korea's export-driven growth stands out as a rare bright spot in a fragmented global economy. Lucas and Luna break down the data, discuss the risks of overreliance on China, and offer a nuanced take on whether investors should chase this move. #SouthKorea #EWY #EmergingMarkets #Semiconductors #Exports #GlobalTrade #IranWar #ECB #Inflation #Won #USDDollar #ETFs #Economics #FexingoBusiness #BusinessPodcast #GlobalEconomyPodcast #Fexingo #MarketAnalysis Keep every episode free: buymeacoffee.com/fexingo