Why South Korea Is Surging While China Stocks Sink in June 2026 episode artwork

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

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

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Why South Korea Is Surging While China Stocks Sink in June 2026

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This episode was published on June 12, 2026.

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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...

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