Why South Korea ETFs Are Surging While the Won Slips

In this episode of The Global Economy Podcast, Lucas and Luna dig into a striking divergence in mid-2026: South Korea's ETF (the iShares MSCI South Korea, trading as E-W-Y) jumped 5.9 percent in five days, while the won slipped against the dollar. They explore how a weaker currency boosts exporters like Samsung and SK Hynix, why the trade war narrative is shifting, and how the Bank of Korea's rate stance plays into the mix. With the trade-weighted dollar easing to 120.7 and the euro flat at one point fourteen, they debate whether this is a sustainable trend or a short-term rally. They also touch on China's unexpected factory contraction and what that means for regional supply chains. If you've wondered why a falling currency can be good news for stocks, this episode breaks it down with real data and a healthy dose of skepticism. #SouthKorea #ETFs #Won #Currency #Exports #TradeWar #BankOfKorea #Samsung #SKHynix #EmergingMarkets #Economics #GlobalEconomy #FexingoBusiness #BusinessPodcast #Investing #Markets #Asia #CurrencyFlows Keep every episode free: buymeacoffee.com/fexingo