Why Taiwan ETFs Are Outperforming South Korea in 2026

Lucas and Luna explore why Taiwan's stock market is surging while South Korea's ETFs are plunging, despite both being tech export powerhouses. With Taiwan's semiconductor dominance and geopolitical insulation, the iShares MSCI Taiwan ETF (EWT) is up 2% this week, while South Korea's EWY has crashed nearly 9%. They examine how trade flows, currency dynamics, and investor sentiment are diverging, and what it means for global tech supply chains. #TaiwanETFs #SouthKorea #EWT #EWY #Semiconductors #TechExports #GlobalEconomy #EmergingMarkets #TradeBalance #SupplyChain #TSMC #Samsung #Geopolitics #CurrencyRisk #Fexingo #FexingoBusiness #BusinessPodcast #Economics Keep every episode free: buymeacoffee.com/fexingo