Why Thailand ETFs Are Outperforming While the Baht Rises

In this episode of The Global Economy Podcast, Lucas and Luna explore the surprising divergence in emerging markets this August: while many trade-exposed economies struggle, Thailand's ETF is up 4.4 percent in five days, and Korea's is up 3.9 percent. They dig into what's driving these moves, from tourism recovery to semiconductor cycles, and why a strong baht isn't hurting Thai exports the way you'd expect. Along the way, they touch on the Fed's hawkish turn—core inflation running at 3.3 percent annually—and how a quieter Federal Reserve under Warsh might actually be a tailwind for emerging markets. If you've ever wondered why some countries win and lose in the same global economy, this episode shows how local cycles and global capital flows intersect. Tune in for a specific, data-driven conversation that will leave you with a fresh lens on international investing. #ThailandETF #KoreaETF #EmergingMarkets #BahtStrength #TourismRecovery #SemiconductorCycle #FederalReserve #CoreInflation #GlobalEconomy #TradeDynamics #CurrencyMoves #EconomicDivergence #EMInvesting #FexingoBusiness #BusinessPodcast #Economics #MarketAnalysis #GlobalTrade Keep every episode free: buymeacoffee.com/fexingo