Why Taiwan Is Surging While China Lags

In this episode of The Global Economy Podcast, Lucas and Luna dive into the growing divergence between Taiwan and China in May 2026. Taiwan's stock market is up 5.5% in the last five days, while China's is down nearly 2%. The hosts explore what's driving this split: Taiwan's dominance in advanced semiconductor manufacturing, its integration into the AI supply chain, and its insulation from the dollar's strength. Meanwhile, China struggles with a weakening yuan, deflationary pressures, and geopolitical risks from the Iran war. Lucas breaks down the trade-weighted dollar index hitting 119.3 and how that crushes export-led economies like China, while Taiwan benefits from high-value chip exports. The conversation also touches on South Korea's 3.4% gain and the broader emerging market picture. This is a concrete look at how currency moves, industrial policy, and global demand are reshuffling the winners and losers in global trade. #Taiwan #China #EmergingMarkets #Semiconductors #AI #DollarStrength #Yuan #GlobalTrade #ExportLedEconomies #TSMC #SouthKorea #ETFs #EWT #FXI #May2026 #Economics #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo