Why Taiwan and South Korea ETFs Are Falling While China and India Gain

The US trade deficit ballooned to $77.6 billion in May, and the strong dollar is hitting export-heavy Asian markets unevenly. Lucas and Luna break down why Taiwan's EWT and South Korea's EWY have plunged 7.7% and 10.7% respectively over the past five days, while China's FXI climbed 3.5% and India's INDA rose 2.5%. They explore how trade tensions, import price surges from China hitting 2008 highs, and domestic demand dynamics are splitting Asia's ETF markets. With Singapore's surprise rate hike and the trade-weighted dollar index hovering near 120.7, the episode examines whether this divergence is a temporary shock or the start of a lasting reordering of global trade flows. #FexingoBusiness #BusinessPodcast #GlobalEconomy #EmergingMarkets #ETFs #Taiwan #SouthKorea #China #India #TradeWar #TradeDeficit #StrongDollar #ImportPrices #AsiaMarkets #EWY #EWT #FXI #INDA Keep every episode free: buymeacoffee.com/fexingo