EPISODE · Jun 12, 2026 · 8 MIN
Why South Korea Is Surging While China Stocks Sink in June 2026
from The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment · host Fexingo
In a week where Chinese ADRs like Alibaba and Baidu are down 4-6%, South Korea's EWY ETF has surged nearly 14%. Lucas and Luna break down the divergence: a proposed Iran-US deal opening the Strait of Hormuz, China's deflationary spiral versus Korea's semiconductor-driven rebound, and what the trade data reveals about global supply chain realignment. Specific numbers: EWY up 13.6% in five days, BABA down 6.1%, trade-weighted dollar at 120.1. #SouthKorea #China #EmergingMarkets #EWY #FXI #BABA #Semiconductors #TradeBalance #DollarIndex #IranDeal #SupplyChains #Deflation #ExportEconomy #Economics #FexingoBusiness #BusinessPodcast #Podcast #Investment Keep every episode free: buymeacoffee.com/fexingo
What this episode covers
In a week where Chinese ADRs like Alibaba and Baidu are down 4-6%, South Korea's EWY ETF has surged nearly 14%. Lucas and Luna break down the divergence: a proposed Iran-US deal opening the Strait of Hormuz, China's deflationary spiral versus Korea's semiconductor-driven rebound, and what the trade data reveals about global supply chain realignment. Specific numbers: EWY up 13.6% in five days, BABA down 6.1%, trade-weighted dollar at 120.1. #SouthKorea #China #EmergingMarkets #EWY #FXI #BABA #Semiconductors #TradeBalance #DollarIndex #IranDeal #SupplyChains #Deflation #ExportEconomy #Economics #FexingoBusiness #BusinessPodcast #Podcast #Investment Keep every episode free: buymeacoffee.com/fexingo
NOW PLAYING
Why South Korea Is Surging While China Stocks Sink in June 2026
No transcript for this episode yet
Similar Episodes
Mar 26, 2026 ·1m
Mar 19, 2026 ·34m
Feb 18, 2026 ·11m
Feb 11, 2026 ·45m