Why South Korea Is the Standout Emerging Market in 2026

South Korea's KOSPI and the EWZ ETF have surged 8.5% in the past week, defying the broader EM weakness. Lucas and Luna examine why — from the memory chip revival driven by AI demand to SK Hynix's dominance and the won's resilience against a strong dollar. They also look at how Korea's trade surplus with China is shifting, and why the country's tech-heavy export mix makes it a unique bet in the emerging markets landscape. With specific numbers on the trade balance and currency moves, this episode drills into one clear question: is Korea's outperformance sustainable, or is it a crowded trade? #SouthKorea #EWY #SKHynix #Semiconductors #AI #MemoryChips #EmergingMarkets #KOSPI #Won #TradeBalance #Exports #China #StrongDollar #TechStocks #Investment #Economics #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo