EPISODE · May 26, 2026 · 8 MIN
Why South Korean Stocks Are Soaring in 2026
from Trade and Tariffs with Fexingo: International Commerce, Trade Wars, and Global Supply Chains · host Fexingo
South Korean stocks, tracked by the EWY ETF, surged over 14% in a single week this May. Lucas and Luna break down the specific drivers: a weak won, surging semiconductor exports led by Samsung and SK Hynix, and the 'Korea Discount' narrative that's finally shifting. They explore why the Korean market is outpacing other emerging markets and what it means for global supply chains and investors. With data on the EWY's performance and the won-yen dynamic, this episode offers a focused look at one of the year's hottest trade stories. #SouthKorea #EWY #Semiconductors #Samsung #SKHynix #Won #Exports #EmergingMarkets #KoreaDiscount #Trade #GlobalSupplyChains #StockMarket #2026 #Business #Economics #FexingoBusiness #BusinessPodcast #TradeAndTariffs Keep every episode free: buymeacoffee.com/fexingo
What this episode covers
South Korean stocks, tracked by the EWY ETF, surged over 14% in a single week this May. Lucas and Luna break down the specific drivers: a weak won, surging semiconductor exports led by Samsung and SK Hynix, and the 'Korea Discount' narrative that's finally shifting. They explore why the Korean market is outpacing other emerging markets and what it means for global supply chains and investors. With data on the EWY's performance and the won-yen dynamic, this episode offers a focused look at one of the year's hottest trade stories. #SouthKorea #EWY #Semiconductors #Samsung #SKHynix #Won #Exports #EmergingMarkets #KoreaDiscount #Trade #GlobalSupplyChains #StockMarket #2026 #Business #Economics #FexingoBusiness #BusinessPodcast #TradeAndTariffs Keep every episode free: buymeacoffee.com/fexingo
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Why South Korean Stocks Are Soaring in 2026
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