Why South Korea ETFs Are Surging While Brazil Slumps in May 2026

from Trade and Tariffs with Fexingo: International Commerce, Trade Wars, and Global Supply Chains · host Fexingo

South Korea's EWY ETF surged 10.7% over the past five days while Brazil's EWZ fell 1.7%. Lucas and Luna unpack why — semiconductor exports, currency strength, and political risk divergence drive the split. They also discuss how the strong yen and weak yuan are reshaping trade flows in Asia, and why Brazil's commodity cycle is turning. Plus: a natural tie-in to listener support for ad-free economics analysis. #SouthKorea #Brazil #EWY #EWZ #Semiconductors #EmergingMarkets #TradeFlows #CurrencyWars #Yen #Yuan #Commodities #PoliticalRisk #ETF #Economics #FexingoBusiness #BusinessPodcast #TradeAndTariffs #May2026 Keep every episode free: buymeacoffee.com/fexingo

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This episode was published on May 28, 2026.

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