Why South Korean Stocks Are Falling Despite Strong Exports

South Korean stocks are down over 8% in the past week, even as exports hit record highs. Lucas and Luna unpack the disconnect: the trade-weighted dollar is climbing, the yen is at 161 per dollar, and the Kospi is getting squeezed by weak emerging market sentiment, Iran-Hormuz shipping risks, and a rotation out of Asia ex-Japan. They look at the EWY ETF's 8.5% drop, compare it to Taiwan's EWT falling 7.8%, and ask whether the selloff is a buying opportunity or a sign of deeper trouble. Plus, a brief look at how the won's weakness is helping exporters but punishing foreign investors. #SouthKorea #EWY #Kospi #EmergingMarkets #Exports #Won #Yen #TradeWeightedDollar #StraitOfHormuz #Iran #Semiconductors #Samsung #SKHynix #Taiwan #EWT #Economics #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo